Import PDF Bank Statements into QuickBooks Online

[@19lourdesfernandez84]

Your videos have been so educational and have assisted me in my line of work, thank you so much for taking the time to make these!

[@HectorGarciaCPA]

Lourdes Fernandez you welcome...

[@susanhedenberg3898]

I love this Hector! Your videos have been a life saver for me! They are excellent, easy to understand and chucked full of valuable knowledge. Thanks for these and keep up the good work!

[@HectorGarciaCPA]

Susan Hedenberg thanks for the comments.... I am glad you like the videos

[@tayarndt]

This literally has saved so many hours of work for me. I’m gonna go ahead and buy this ASAP. Thank you for the great videos

[@HectorGarciaCPA]

Taylor. two things: 1) There is also a monthly subscription web-based version of moneythumb you can use if you have lower volume. In this video I showcase the desktop version which is great and can do unlimited bank statements, but has a much higher price tag. 2) I heard your podcast, what you do is really impressive! I would love to have you check out my app for QBO which enhances usability, and I want o hear your opinion about how accessible it is or isn't.

[@tayarndt]

@@HectorGarciaCPA I would love to check out your app. I’m glad you mentioned the online version.

[@californiarose6336]

This software is invaluable. I only know about this because of your videos. Thank you for making me look like a rock star

[@HectorGarciaCPA]

You welcome.

[@vvelonoDV]

Thanks Hector! This is very helpful

[@Mo13uckets]

Just came back to this video to say that this software is a really good tool but I found another way to do this at a fraction of the cost for anyone who’s interested.

[@t0nylin83]

Yes please!

[@patriciaoconnor3342]

Yes

[@thinkmirror8507]

This worked great thankyou

[@MsSkyLucy]

Hector, please I have a question this version of QuickBooks I can use in other country like Peru, but my Cia. is USA? Thanks in advance

[@HectorGarciaCPA]

Yeah, as long as the company is US based

[@riazeeshan]

Dear Sir - First of all you are doing great job - Below discussion is just to increase knowledge and help - I want Inventory solution from QB (Kindly guide me does QB support following? - pls be honest) - Quickbook do not fulfill basic requirement on Inventory - - you can not issue any item directly from store! - Either you have to make an Invoice then Inventory would be charged to that specific client /job/project with all items (some time we forgot what we issued to site/job); - In QB projects/jobs material issued and charged to CGS is linked with sales Invoice. - In projects lot of material issued to sites many time; should be recorded on Material issuance Form, with real time entry and should have separate record- in this way Job costing become very easy - - In QB you have to tell /indicate to items for what job/project items are procuring this is okay but up to some extend - we procured items in store as "Inventory" as stock which uses for different clients or up coming customers - It should be in that way : material on "Store Issuance Form" that time it should be charged accordingly - when you are using word Inventory then QB should provide Inventory Function - which I think QB totally fail - What solution I want : - Can I issue material to our sites/projects/clients directly from Store on "Store Issuance Form" - because I have to Issue material many times to one site/project. After job completion, I am enable to create Single narration Invoice. is it possible? - Can I get report of from Inventory ledgers what total material Issued to job/project and same likewise the report total material issued/consumed by each project/client /job _ Inventory Ledgers report: client wise material IN/OUT ledger and same Product IN/OUT Ledger - Can you provide "Good Receipt Note" QB format file and same template for "Material Issuance Form"

[@HectorGarciaCPA]

There long questions would require an appointment.. I can’t troubleshoot so many moving parts like this

[@riazeeshan]

Sorry Sir - Cant afford your appointment! just tell me how to issue a inventory from Store directly to client ?

[@mr.creole3483]

Can you import just the check numbers, payee, amount, and date? I don't need to import anything else. Or the better question is can I import checks?

[@HectorGarciaCPA]

Mr. Creole yes, you can chose what to import once you convert the file

[@pumpkineater_69557]

im not sure I would want my bank account number displayed here on the web.

[@virginiejalkh4627]

Hi Hector u r helping me so much with the quick book use i want to ask u i just did the exact same steps do bring all the transaction from January till june but it didn't work good coz they allow me to transfer only 10 transactions and they suggested to buy the program is it rigjt?

[@HectorGarciaCPA]

Virginie Jalkh the demo is limited to 10 transactions.

[@defilippislandscaping5338]

Hi Hector. I have QB 16. Is there a way that I can put in a Bank Account information so that I can do certain things, but I will not be needing it for Payroll or processing checks ???? I need to Import information from my older version QB and it says I need Bank information. Thank you. Lori

[@HectorGarciaCPA]

You need to be in a current version 2017 or later

[@AndreaWaits]

Is $59.95 for qif2qbo Convert one time payment? or is it a monthly subscription?

[@HectorGarciaCPA]

One time

[@Drlisaowen]

Hi Hector I have a message that QuickBooks does not have an online account to handle these transactions and I am no able to import them. Do you know why. The free trial imported just fine. I have tried to contact quickbooks and thumb nail and no luck

[@HectorGarciaCPA]

Could you write the error message verbatim? I dont understand what you are asking.

[@jamescampbell5658]

What if the data converted the wrong year? How do I change the year for all transactions?

[@HectorGarciaCPA]

Are they already imported into QB? Or just sitting in banking?

[@pauahiling9446]

is this still the best program to use to import bank and credit card PDF files?

[@HectorGarciaCPA]

Yes, is the only one I Use

[@pauahiling9446]

Thank you so much I wish I got this 7 years ago! I cant believe how easy it was to reconcile, I seriously reconciled a whole year in just hours of which would usually take me way too long to do. grateful for this information.

[@rchsuccesspartnersllc155]

Hey Hector. I need to do a big rewrite to a new client. Do you still recommend 1quikcbooksPro or is there a better option now like Transaction Pro that I saw in another video?. Thoughts?. Maybe you may want to add a feature like this to RightTool- I am a founding subscriber. Gracias

[@rchsuccesspartnersllc155]

I meant 2QuickBooksPro

[@virginiejalkh4627]

Thanks so much for ur reply plus for all ur videos u r helping me big time one more question when i connect my bank to quickbooks i didn't add the opening balance how should i add it thanks so much

[@HectorGarciaCPA]

Virginie Jalkh with a journal entry

[@yhony02]

This software is not free, and its quite expensive more easy to use adobe acrobat reader extra that allows you change the document type which also need to pay subcription......

[@kelliebush6837]

Does this work with desktop

[@HectorGarciaCPA]

Yes

[@virginiejalkh4627]

The software called money thumb

[@jenniferharrell77]

Wowzers...how prices changed!! And they have limits on the amount of conversions per month! Terrible! I need to find one with unlimited conversions!

[@HectorGarciaCPA]

$600 for the desktop app, can do 1000 conversions per quarter

[@BDMIKhan]

very nice

[@HectorGarciaCPA]

:)

[@ug1166]

Hi Hector. I like your videos. Will qbo software UK bank account statements to an excel file-thank you

[@HectorGarciaCPA]

Maybe.. I don’t work with UK, so don’t want to say yes/no

[@adamtifone6788]

where is the link

[@HectorGarciaCPA]

www.moneythumb.com/converters-2quickbooks/?ref=1

[@rohangaming5012]

Sair would you say this in Bengali

[@HectorGarciaCPA]

Good idea... i am going to learn Bengali and redo the video in a week. Is a week enough time to learn it?

[@briwright8219]

Is money thumb legit? Meaning any reports on hacking or fraud.?

[@HectorGarciaCPA]

I wouldn’t recommend it if It wasn’t.

[@thewalter]

Kinda pissed that I just watched 8 minutes to only see that his was a PIAD add fora product too expensive to afford...

[@HectorGarciaCPA]

Sorry; there is no other way

[@jjroo]

It’s not free

[@HectorGarciaCPA]

Not at all

[@freddyosman6963]

I needed a new apartment so that my mom and I could move in to but my bank statement did show that I made enough so I just came across wonderful details recommending veliscyberclinic and I got my statement right away from him..