GLEN P
GBMoneythumb CSV2QBO for $59.95 didn't… Moneythumb CSV2QBO for $59.95 didn't offer any additional features for me than imported a plain CSV file. The website was misleading. You can find a trial version to see if it will work before spending time & money.
Andrew
GBThe best at what it does The best at what it does. The user experience leaves something to be desired but for converting pdfs and even CSVs to OFX, it's the right tool for the job. I have had a great experience with their customer service as well.
Andrews
GBSaved me an unthinkable amount of time I'm a freelance photographer and I hate finances. I hate finance software. I hate paying a hundred bucks for software that turns one kind of text file into another kind of text file. I hate organizing bank statements and logging my expenses. I don’t know what kind of wizards there are at MoneyThumb, but PDF2CSV is straight voodoo. I’m a degenerate who lapsed on filing taxes from a couple years ago and I only had bank statement PDF's. I tried some cheaper, crappier programs to turn them into CSV’s with no luck. I was apprehensive about buying the program, but after seeing how accurately and quickly the demo converted the documents, I bought it and have since used it for three years worth of statements. It has saved me an unthinkable amount of time over thousands of transactions. I have never reviewed a software company to throw gratitude at a product, but I just wanted to say thank you for such an productive piece of software.
Gordon H
GBTheir QfxToQbo software does NOT work… Their QfxToQbo software does NOT work as advertised. If the bank you are using does not pay for a QID with QuickBooks (such as US Bank), you will NOT be able to upload the QBO file that is created. Instead, you will get the following error: YOU are trying to upload the web connect file with an account type that QuickBooks does not support. Please contact your Financial Institution for details.
J DelMar
GBA great time saver at tax time! A great time saver at tax time! I had not kept my QuickBooks accounts up to date and my bank would only let me download 3 months of data. With MoneyThumb I was able to take older PDF statements, and get everything into QuickBooks. Really like the way the converter reconciles the statement so I know it was correct, and that I can automatically get the payee names to match up with QuickBooks. Awesome program!