Description:

In this video we show to you how to convert PDF bank statements into CSV or QuickBooks bank feeds (for Desktop or Online)

Video:

Table of Contents:

  • 00:00:47 – Bank statement (example)
  • 00:01:22 – 2qbo convert pro (software) (how it works)
  • 00:02:34 – Settings (select account type) (account number)
  • 00:03:01 – Convert (select pdf from bank) (preview) (check the conversion) (magnify glass button, in case of error, correction) (create qbo or save as CSV file)
  • 00:07:46 – Excel file converted (clean up and organize file before importing it to QuickBooks) (text to columns) (find and replace) (organize statement by payee, amount, memo) (add comments)
  • 00:19:13 – Go to 2qbo convert pro with PDF after saving the CSV file (convert) (select CSV file) (preview) (create qbo)
  • 00:20:50 – Where you can find 2qbo convert pro software (link)
  • 00:21:12 – Video course (QuickBooks Academy) (link)
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