PDF2QBO: Convert PDF to QBO (Web Connect)

What can I do with PDF2QBO?

• Download, install and run the software
• Select a file with transactions
• Review transactions and click Convert to create a QBO file
• Import created file to QuickBooks

Why should I trust PDF2QBO?

• It runs on your computer - no data leaves your computer
• It does not send your transactions anywhere
• Please check our product testimonials

If I need any help with conversion, can you help me?

• Free support is available before and after the purchase
• All license options include at least 14 days of the conversion support after the purchase
• The Professional and Team licenses include ongoing conversion support
• Please use the Support page or email us at support@propersoft.net.

Can I try before purchasing?

• Yes. PDF2QBO is free to download and try.
• Your file will be fully parsed in the trial mode, so you can verify that PDF2QBO understands your transactions file correctly.
• You can create a fully functional and loadableQBO file before purchasing (with limitation to 10 transactions - this limitation is removed after you register).

Which PDF statements are supported?

PDF statement must downloaded directly from your bank. When you open a PDF file in a PDF viewer, the text must be selectable and allowed to be copied.

Are scanned PDF statements supported?

Not a this moment. You will spend a lot of time correcting OCRed scanned document. It is faster and easier to use Excel to enter data and use one of our CSV2* converters to convert to required format.

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Which QuickBooks version can import QBO (Web Connect) files?

The latest version of QuickBooks 2018 imports QBO (Web Connect) files. Earlier QuickBooks versions import QBO (Web Connect) files until they becomes three years old. For example, if right now year 2018 then QuickBooks 2016 is the earliest version that imports QBO (Web Connect) files. You may find that 2015 still imports QBO (Web Connect) files, please use the trial version to confirm that before purchasing.

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How I should import a QBO file that PDF2QBO created under QuickBooks 2016+ QuickBooks (including 2018)?

• 1. Start Quickbooks, and click Lists, then Chart of Accounts. Verify that the account you need to import into is NOT ONLINE LINKED. If it has the yellow strike icon, edit the account first and activate online link.
  
• 1.1. IMPORTANT: If the account has yellow strike icon, select Account, Edit Account, then click on the Bank Feeds (Online Services in older versions) tab, select "Deactivate All Online Services" and Save the changes.
  
• 2. Under the main menu, click Banking, then Online Banking, then Import Web Connect File (or click File, then Utilities, then Import, then Web Connect Files).
  
• 3. On the file dialog, navigate to the folder where you saved a QBO file, select it and click Open.
  
• 4. On the import screen, select an account from the account drop down list or select to create new account.
  

  IMPORTANT: If existing account list does not have the account you need to import into, please return to Step 1 above and ready carefully.

• 5. Transactions are imported (almost done.
  
• 6. In Banking Feeds Center, select bank, and click the Transaction List button to start reviewing imported transactions.
  
• 7. Review transactions, match payees names to vendor records and assign expense/income accounts and complete transactions import into the register.