QuickBooks 30-day free trial + 30% off for 12 months:
To Purchase/download this conversion software:
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)
Hector Garcia CPA shows you how to take s scanned or downloaded PDF Bank Statement (and Credit Card Statements) and convert it to CSV/Excel and/or upload into QuickBooks Bank Feeds using a special software from
Additional, learn Hector’s tricks with excel using Text to columns & find and replace to clean up bank and credit card data super fast!
Finally, enroll into Hector’s Masterclass course: to learn data importing into QuickBooks in-Depth
QuickBooks Online Bank Feeds Video:
QuickBooks Desktop Bank Feeds Video:
…(read more)
Convert Word 2 PDF: Word to PDF Converter
Convert PowerPoint 2 PDF: PPT to PDF Converter
Convert Excel 2 PDF: Excel to PDF Converter
Convert an Image 2 PDF: Image to PDF Converter
Convert HTML 2 PDF: HTML to PDF Converter
More Tools: PDF Converter
how can I get the data to practice
i can build this for me using python tanks for poping the great idea
How do you forward bank statements as a email with just your address, sort code & account number without the transactions being shown?
Hi Hector, can i download my client's bank statement from QBOA?
I so much appreciate the service of famustoolz on Instagram just got a chase bank statement from him he the best I can ever recommend you all to.
I so much appreciate the service of famustoolz on Instagram just got a chase bank statement from him he the best I can ever recommend you all to.
Holy crap it's expensive!!!
famustoolz on Instagram is the best I can ever recommend you all to, because I got an edited bank statement from him which I used in applying for a edd loan and it was successfully approved..
famustoolz on Instagram is the best I can ever recommend you all to, because I got an edited bank statement from him which I used in applying for a edd loan and it was successfully approved..
Thanks very well done.
Great work with the Find/Replace. For this particular file, we could use a Find string of "* ??/?? " (without quotes), and the blank replace would get all lines that have some junk and the date. Then we wouldn't need to do text to columns on individual blocks of data.
Great video, Thanks Hector! To save some time with Text to Columns, you can Double Click the line arrows to remove them (instead of dragging)
YOU ANSWERED SO MANY SLEEPLESS NIGHT QUESTIONS AND RESEARCH…WHAT IS A GOOD SCANNER TO REPLACE A NEAT DESK SCANNER ND-1000 THAT INTEGRATES WITH QUICKBOOKS?
Hello Hector, I am on a Mac and I can’t find a program to convert my Bank Statements to CSV files. Can I hire and pay you to convert the files for me? Thanks so much!
A Happy I gt to invest with a legit vendor like Olivierdumps on telegram, amazed me with his service cos he gives real working dumps thumbs by man
Hi Hector. Outstanding. Well done. Cheers, Greg
I understand everything you are saying as I have been doing these excel cleanups for alot. I use Adobe pdf exporter, but it is fairly sensitive. I have lots of writing on my statements. So are there any free cheap alternatives out there? I usually clean the data up in excel and then just copy and paste from excel right into Batch transactions in QB. I don't bother with conversion. My excel sheet has the QB account codes and that comes over directly over with the copy and paste. So any cheaper software? Please and thank you so much for all that you do! You are so talented.
THANK YOU!!!!!!!!!!!!!!
Is there ANY bookkeeping/accounting software that doesn't rape you with subscriptions?
does this mean that we dont have to pay QB every 3 years to import bank and credit card statements? As in, can I get QB Desktop Pro (pay once) and get the software and be good? Or does the bank feed feature end when the subscription ends? Or do I need the accountant or enterprise version for this?
Anyone know where I can get the free version of this software?
If your doing a whole year do you recommend doing month by month or can you put the whole year in excel clean it and then put it all in at one time?
Intuit has recently disconnected some of my favorite entry process apps due to new 'security requirements' this year. Apps that I paid money for. So I came here and bought the 2QBO pro. I've tried it on a couple of clients already and it's so easy and works amazingly well especially with your tips. Thanks Hector! In this way, I can get entry work done fast without worrying about Intuit obstructing my work again lol
Hector, great video. It helped me to decide to buy a license- 2qbo Convert Pro+. I am having a problem maybe you can help. . My credit card statements are more than one page each month and they cross over months. I've scanned each month separately. In a couple of cases 2qbo refuses to convert the 2nd page and it randomly misses lines as if they just aren't there. It sees both pages -it reports the resolution is 300 dpi and says "53 lines, 13 entries found". I can't see a problem with these scans. However, in one case the month was 3 pages long it read the whole thing and pointed out an error that I fixed easily. I can't see a difference in the scans and I've re-scanned the pages with the same results.
help……
do you know something can put all expenses together automatic per vendor, or store? to do totals
where are u located?
You can use foxit pdf coverter
Thank you so much especially for excel find & replace tips!!!
I can't thank you enough for making this tutorial. You really saved me from nightmares of data entries!
Hi Hector….I've yet to find a better suite of videos on QB than yours. Thanks and great job. That said, do you know if the app will work on multiple statements on one pdf. For example if I scanned 3 months of statements at once into 1 pdf will it be able to recognize the statement breaks?
Very well done. Your expository style is superb.
Very informative, Thank you
You pay $300???? There are free alternatives which work just as good, however this software offers users to approve the conversion/edit before it actually converts…
Thank you, Hector, for the wonderful experience you shared with us. I suppose it would convert British pound as well.
Hi Hector. What happened if the bank has put a lock on the statements? What do I do then?
You are a genius, thank you.