In the middle column, if you have a scanned image, it is good idea to select the option for Always run PDF+ text recognition (OCR).

For our example we will just use the name 'National Bank' which is the name of a bank in Texas. But you can still name the account anything you want. If your bank is not listed, then QuickBooks will not import transactions using that bank name, and you have to select a different bank. In the left column you should specify the QuickBooks account type, lookup the FID of the bank to import into, and specify the account number.

The Settings menu is divided into three columns.

Select the Settings button to bring up the Settings dialog.

Run either 2qbo Convert Pro/Pro+ or pdf2qbo Convert/Convert+ The converter will work equally well on statements with hundreds of transactions. This tutorial is based on a short bank statement containing 1 check, 4 withdrawals, and 2 deposits.

If you’re not sure which type of PDF you need to convert, see.

For scanned, image-based, or encrypted documents, you will need PDF+, which comes bundled with 2qbo Convert Pro+ and pdf2qbo Convert+. 2qbo Convert Pro and pdf2qbo Convert will convert most downloaded statements, as downloaded statements are generally text-based PDF. MoneyThumb converters work with both scanned and downloaded statements. Not only can this save many hours of drudgery, but also reduce the chance of error associated with manual-entry bookkeeping. Both 2qbo Convert Pro and pdf2qbo Convert allow you to take a PDF bank statement and import the transactions automatically into a QuickBooks®-ready QBO file.

Convert pdf to csv for quickbooks