DMOBusiness Tools
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Statements & bookkeeping

Statement → accounting import files

Turn PDF bank and credit card statements into files accounting software imports: QuickBooks Desktop IIF files (.iif), QuickBooks Web Connect (.qbo), OFX, QIF, and the QuickBooks Online and Xero CSV layouts. For QuickBooks Desktop, every transaction goes into the bank or credit card account you name, exactly as it is in your company file, balanced against a holding account (Uncategorized Expenses or Uncategorized Income, or your own) for you to sort in QuickBooks. Statements whose rows do not match their own balances are marked as not verified.

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How it works

  1. 1Add statementsPDF files
  2. 2Rows are readand the balances checked
  3. 3You check flagged rowsonly if there are any
  4. 4DownloadIIF, QBO, OFX, QIF or CSV

You bring

PDF bank or credit card statements.

You get

A file for your accounting software: QuickBooks Desktop (.iif, imported with File, Utilities, Import, IIF Files), QuickBooks Online (.qbo or CSV), Xero (CSV or .ofx), Sage (.ofx) or Quicken (.qif).

Access

  • Opens in DMO Business Tools after you sign in with your DMO Account. New here? You can create an account on the same screen and start on the Free plan.
  • Counts toward your plan’s pages converted each month. Compare plans.

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