How to Change PDF to QBO: A Step-by-Step Guide

Are you tired of manually entering financial data into your QuickBooks Online (QBO) account? Do you have a PDF statement or invoice that you need to convert to QBO format to import the data? Look no further! In this article, we’ll walk you through a simple step-by-step process on how to change a PDF to QBO.

Why Convert PDF to QBO?

Converting PDFs to QBO format has several benefits, including:

• Time-saving: Automated data entry saves you hours of manual data entry
• Accurate data: Reduces errors caused by manual data entry
• Efficient accounting: Enables you to focus on other important tasks

Method 1: Use a PDF to QBO Converter Software

There are several software options available that can convert PDFs to QBO format. Here’s a step-by-step guide on how to use one of the most popular tools, Quicken Converter:

1. Download and Install Quicken Converter: Go to the Quicken Converter website and download the software. Follow the installation prompts to install it on your computer.
2. Open Quicken Converter: Launch Quicken Converter and click on “Browse” to select the PDF file you want to convert.
3. Select the Conversion Options: Choose the QBO file format and specify the accounting software you’re using (in this case, QuickBooks Online).
4. Convert the PDF: Click “Convert” to start the conversion process. The software will automatically extract the financial data from the PDF file and convert it to QBO format.
5. Import the QBO File: Once the conversion is complete, you can import the QBO file into your QuickBooks Online account.

Method 2: Use Online Converters

If you don’t want to install software on your computer, you can use online converters that can convert PDFs to QBO format. Here are a few options:

• SmallPDF: SmallPDF is a popular online converter that allows you to convert PDFs to QBO format. Simply upload your PDF file, select the QBO format, and click “Convert”.
• PDFtoQBO: PDFtoQBO is a specialized online converter that converts PDFs to QBO format. Upload your PDF file and select the conversion options to get your QBO file.

Tips and Precautions

Before converting your PDF to QBO, make sure:

• The PDF file contains the financial data you want to import, including transaction dates, amounts, and descriptions.
• The QBO file format is compatible with your QuickBooks Online account.
• You have the necessary permissions and access levels to import data into your QBO account.

Conclusion

Converting PDFs to QBO format is a straightforward process that can save you time and reduce errors. Whether you choose to use software or online converters, following these simple steps can help you automate your financial data entry and keep your QuickBooks Online account up-to-date.