Senior Explorer ***
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Re: Pdf Conversion to QBO

I have used both "PDF2QBO" programs by MoneyThumb and by Propersoft.... I would say Propersoft at $49 vs $59 for MoneyThumbs is a better deal.

 

But I think thank MoneyThumb has a couple of extra features...  Eitherway, they are both great.  Propersoft's was the first one I used, and I use to promote it a lot through my blog (not to mention a few affiliate payments I got); but I moved to MoneyThumb because of the PDF technology they have, which is the strongest in the market at the moment SPECIFICALLY for bank statements.  Their PDF2QBO, PDF2CSV, and 2qbo Converter Pro products are the best in the market for converting bank and credit card statements specifically.

 

Other programs like Able2Extract and PDF2XL are actually much more POWERFUL general conversion software, but are not designed for bank statements exclusively, so there is too much "clean-up" and finagling within the software to make these tools useful for bank statement conversion.

 

Lastly there is Personable's ScanWriter, which is enterprise-level bank  statement to csv/quickbooks conversion... the strongest contender, but the cost is a bit prohibitive for small firms and small businesses at about $1,000 initial investment plus $49 a month per company.

 

You can e-mail me anytime about this ([email address removed]).   I may be one of the handful of CPA/ProAdvisors that actually has used ALL these technologies in practice in the last decade.