--- title: QuickBooks Convert Essentials Reviews meta_title: 'QuickBooks Convert Essentials Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 14 reviews by the users' company size, role or industry to find out how QuickBooks Convert Essentials works for a business like yours. aggregate_rating: rating_value: 3.8 review_count: 14 scale: '5' date_modified: '2026-10-17' parent_category: name: Collaboration & Productivity url: https://www.g2.com/categories/collaboration-productivity ---

QuickBooks Convert Essentials Reviews & Product Details

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Average based on 14 real user reviews.

QuickBooks Convert Essentials Reviews (14)

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QuickBooks Convert Essentials Reviews (14)

3.8
14 reviews

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Verified User in Arts and Crafts
UA
Verified User in Arts and Crafts
Small-Business (50 or fewer emp.)
"QuickBooks Inventory & Data Handling: Easy, But Room to Improve"
2.5/5
What do you like best about QuickBooks Convert Essentials?

Quick books makes handling inventory and data simple and easy. Review collected by and hosted on G2.com.

What do you dislike about QuickBooks Convert Essentials?

some of the advanced reporting features are not clear. Review collected by and hosted on G2.com.

Verified User in Accounting
AA
Verified User in Accounting
Enterprise (> 1000 emp.)
"Security concerns, poor support"
0/5
What do you like best about QuickBooks Convert Essentials?

Supposedly does what it says on the tin. Review collected by and hosted on G2.com.

What do you dislike about QuickBooks Convert Essentials?

The desktop version requires that the current user is an admin on their computer. Standard security practices dictate that this is a bad idea, and can invite cyber attacks and data breaches. MoneyThumb was not very helpful in getting it running. Their support rep doesn't write like an IT professional, and did not give me a full or correct file path for the install, so troubleshooting was more arduous, and is still unresolved. The only thing we can do to get it to work is give some admin read/write permissions to the user, which is ill-advised by current IT security practices. At one point I was told, 'We have given you the path and will not continue to go back and forth on this'. I find the support to be dismissive, condescending, and unhelpful. I am also very concerned with their security/coding practices. They called the idea of not giving a user admin permissions as 'strict' security. This is a standard security measure that many companies employ, leading me to distrust the integrity and security of MoneyThumb's products. A product like this is usually used by financial businesses dealing with sensitive info, and due to this, MoneyThumb should be more concerned with the security aspect of their products, as their customers' devices, systems, and networks will be less secure if using this product as instructed. As an IT professional, I would not trust your data, your clients' data, or the reputation and function of your business to this product, or to the poor security practices that MoneyThumb finds acceptable. It only takes one breach or PWNED device to cause untold damage to a business's reputation and IT infrastructure, and they do not seem to have contemplated the possible damage that their product, or any measures necessary to run it, could cause their customers. Review collected by and hosted on G2.com.

Aileen A.
AA
Aileen A.
Global Business Services Manager
Small-Business (50 or fewer emp.)
"Easy to use"
3.5/5
What do you like best about QuickBooks Convert Essentials?

Definitely the ease of use and compatibility with different file types Review collected by and hosted on G2.com.

What do you dislike about QuickBooks Convert Essentials?

The cost and pricing structure, but with the features are worth it Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"Great product!"
4.5/5
What do you like best about QuickBooks Convert Essentials?

Scanned documents are turned into QB files efficiently and effectively. Nice and easy to use - easy to pick up. Review collected by and hosted on G2.com.

What do you dislike about QuickBooks Convert Essentials?

Price is an issue - other than that generally nothing I wouldnt dislike about the software - hence my recommendation of 9/10. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Simple to use"
4/5
What do you like best about QuickBooks Convert Essentials?

It is an easy to use software - you can get up and running pretty quickly Review collected by and hosted on G2.com.

What do you dislike about QuickBooks Convert Essentials?

Nothing which is bad as such. Looks like everything is good Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"I love the simplicity of QuickBooks Convert Essentials"
4/5
What do you like best about QuickBooks Convert Essentials?

I have never used any other software like it, but I think it is very user-friendly and easy to use. The interface is very intuitive. It's fast, too—I can convert my scanned documents to QBO data in no time. Review collected by and hosted on G2.com.

What do you dislike about QuickBooks Convert Essentials?

The only thing I don't like about it is the price— I wish it didn't cost so much. Like maybe they could increase the number of conversions it allows per subscription/month. Review collected by and hosted on G2.com.

KR
kim r.
ADMINISTRATIVE ASSISTANT
Small-Business (50 or fewer emp.)
"EXTREMELY EASY! BEST PROGRAM FOR ALL YOUR ACCOUNTING NEEDS!"
5/5
What do you like best about QuickBooks Convert Essentials?

EVERYTHING FROM INVOICING TO BILLING CLIENTS TO PRODUCING ACCOUNTING CHARTS, PAYROLL, WRITING CHECKS FOR BILLS, KEEPING TRACK OF CHECKING ACCOUNT BALANCE, BILL REMINDERS Review collected by and hosted on G2.com.

What do you dislike about QuickBooks Convert Essentials?

I COULDN'T JUST JUMP IN THERE TO LEARN; I TOOK A CLASS TO LEARN THE FULL PROGRAM Review collected by and hosted on G2.com.

Amal N.
AN
Amal N.
Assistant Manager
Small-Business (50 or fewer emp.)
"Quickbooks Essentials package is very much helping for accountants."
4/5
What do you like best about QuickBooks Convert Essentials?

It's an updated version from Simple Start. Here you can manage bills and their payments, track time, and use multi-currency features. Review collected by and hosted on G2.com.

What do you dislike about QuickBooks Convert Essentials?

The disadvantages are you can not use inventory options, manage projects and recurring transactions. Review collected by and hosted on G2.com.

Raúl R.
RR
Raúl R.
CEO
Small-Business (50 or fewer emp.)
Originally submitted 1/3/2023
"QB help me to manage my small company"
4/5
What do you like best about QuickBooks Convert Essentials?

The UI is very intuitive, one of the best is that you can duplicate records very easy Review collected by and hosted on G2.com.

What do you dislike about QuickBooks Convert Essentials?

The cost and in México they have minimum features available Review collected by and hosted on G2.com.

Dr. Michael D. M.
DM
Dr. Michael D. M.
Board Member
Small-Business (50 or fewer emp.)
"Not a horrible experience, but not necessarily one that I would recommend"
3.5/5
What do you like best about QuickBooks Convert Essentials?

I wasn't overly impressed with the software but also wasn't terribly disappointed. The system was smooth but the learning curve is steep. Review collected by and hosted on G2.com.

What do you dislike about QuickBooks Convert Essentials?

The learning curve is steep. I would recommend that you get help with implementing or that you utilize tech support. Review collected by and hosted on G2.com.

Pricing

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