Convert bank and credit card transactions from PDF to QBO with this application that allows users to skip certain pages from the source document.
- PDF2QBO Converter
- Version :7.3.11
- License :Demo
- OS :Windows All
- Publisher :MoneyThumb
PDF2QBO Converter Description
PDF2QBO Converter is a reliable software, capable of transforming bank statements from PDF format to QBO files, specific to QuickBooks. The software enables you to convert your read-only files to editable documents and work with them in a program dedicated to financial management.
Easily load PDFs
PDF2QBO Converter can analyze all types of texts contained in PDFs, but it can only process transaction sheets from banks, balance record from credit card companies or other business documents from brokerage institutions.
It analyzes table structures, in order to find columns of dates and values, that it translates to transaction records. It can ignore the currency symbols it reads from PDFs, and instead use the value alone, in order to determine the object of the transaction.
Setting up QuickBooks account
Before you upload and preview your PDF bank statement, you need to configure your QuickBook account settings. You may name the bank you are associated with, the account number as well as the currency used in your transactions.
This step is meant to ease the process of data translation, from PDF content to editable text, in QuickBooks. Then, for example, the software reads the transaction value from PDF and associates it with the preset currency from QuickBooks.
Previewing results
After analyzing the PDF file and extracting the data it needs, PDF2QBO Converter enables you to preview your QBO document and specify the type of data in each column. For instance, if the bank statement does not contain a header, you can easily fix that issue, by assigning Date, Amount, Credit or Debit attributes to each column.
You can set the software to read the dates according to the US or European date format, as well as choose whether to read charges as negative fields and payments as positive values, or vice versa.
Conclusion
PDF2QBO Converter is a simple to use instrument, designed to help you work with bank statements in programs that only read specific types of files. You can easily convert transaction sheets from PDF read-only format to editable QBO files, compatible with QuickBooks.