Their 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.

A 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!

Issues resolved in a very timely manner Issues resolved in a very timely manner Every time I send any issue including issues that need extraction of data from new format, the response has been remarkable.

Two Issues with what I purchased… Two Issues with what I purchased pdf2csv converter software I bought. (1) It did not work for some of the image-based pdf bank statements and I had to buy another annual subscription PDF+ (2) It is a good UI Desktop version. But, does not allow users to invoke from a common prompt with arguments to run it inside another excel based programs.

quick way to speed up importing to check register MoneyThumb has been a huge saving point for my company. Many clients do not send register information and we have to rely on the bank statement. This program gives us the ability to take the older statements (and the new) and import them for a variety of clients without logging into their banking portals. Plus it has a 'payee cleanup' feature to help remove the long descriptions on statements!