--- 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: '2026-09-22' parent_category: name: Collaboration & Productivity url: https://www.g2.com/categories/collaboration-productivity --- # QuickBooks Convert Essentials Reviews **Vendor:** MoneyThumb **Category:** [File Converter Software](https://www.g2.com/categories/file-converter) **Average Rating:** 3.8/5.0 **Total Reviews:** 14 **AI Enabled:** This product embeds AI to enhance or extend its core functionality. ## About QuickBooks Convert Essentials Single conversion options that cover pretty much any file type you are starting from. ## QuickBooks Convert Essentials Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users value the **ease of use** in QuickBooks Convert Essentials, simplifying inventory and data management effectively. (1 reviews) - Users value the **efficiency** of QuickBooks Convert Essentials, finding inventory and data management straightforward and convenient. (1 reviews) **What users dislike:** - Users find that some of the **advanced reporting features are not clear** , leading to confusion and inefficiency. (1 reviews) ## QuickBooks Convert Essentials Reviews ### 1. QuickBooks Inventory & Data Handling: Easy, But Room to Improve **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Arts and Crafts | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 22, 2026 **What do you like best about QuickBooks Convert Essentials?** Quick books makes handling inventory and data simple and easy. **What do you dislike about QuickBooks Convert Essentials?** some of the advanced reporting features are not clear. **What problems is QuickBooks Convert Essentials solving and how is that benefiting you?** Quick Books helps me track inventory with ease. ### 2. Security concerns, poor support **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** March 14, 2025 **What do you like best about QuickBooks Convert Essentials?** Supposedly does what it says on the tin. **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. **What problems is QuickBooks Convert Essentials solving and how is that benefiting you?** We only have 2 people using it. Will probably find a better alternative product or process. ### 3. Easy to use **Rating:** 3.5/5.0 stars **Reviewed by:** Aileen A. | Global Business Services Manager, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 25, 2023 **What do you like best about QuickBooks Convert Essentials?** Definitely the ease of use and compatibility with different file types **What do you dislike about QuickBooks Convert Essentials?** The cost and pricing structure, but with the features are worth it **What problems is QuickBooks Convert Essentials solving and how is that benefiting you?** File conversions and helps reduce manual work especially encoding ### 4. Great product! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 26, 2023 **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. **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. **What problems is QuickBooks Convert Essentials solving and how is that benefiting you?** Easy to convert files and into the data that we need it. Done nice and quickly and causes no problems. ### 5. Simple to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 24, 2023 **What do you like best about QuickBooks Convert Essentials?** It is an easy to use software - you can get up and running pretty quickly **What do you dislike about QuickBooks Convert Essentials?** Nothing which is bad as such. Looks like everything is good **What problems is QuickBooks Convert Essentials solving and how is that benefiting you?** Converts essential files ### 6. I love the simplicity of QuickBooks Convert Essentials **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** March 31, 2023 **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. **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. **What problems is QuickBooks Convert Essentials solving and how is that benefiting you?** QuickBooks Convert Essentials helps me save hours of time spent manually entering the data. I don't have to worry about encoding the numbers myself and making sure they're accurate. ### 7. EXTREMELY EASY! BEST PROGRAM FOR ALL YOUR ACCOUNTING NEEDS! **Rating:** 5.0/5.0 stars **Reviewed by:** kim r. | ADMINISTRATIVE ASSISTANT, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** December 08, 2022 **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 **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 **What problems is QuickBooks Convert Essentials solving and how is that benefiting you?** QUICKBOOKS DOES ALL THE FIGURING FOR ME. KEEPING UP WITH BILLS AND TAX PAYMENTS. LEARNING TO USE AUTO DRAFT. AT FIRST I HAD ISSUES WITH CONNECTING TO MY BANK ACCOUNT; AFTER THE ISSUE WAS FIXED, I TOTALLY TRUSTED THE PROGRAM TO DO ALL THE WORK FOR ME. ### 8. Quickbooks Essentials package is very much helping for accountants. **Rating:** 4.0/5.0 stars **Reviewed by:** Amal N. | Assistant Manager, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** February 05, 2023 **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. **What do you dislike about QuickBooks Convert Essentials?** The disadvantages are you can not use inventory options, manage projects and recurring transactions. **What problems is QuickBooks Convert Essentials solving and how is that benefiting you?** Actually I did not get any problem yet. ### 9. QB help me to manage my small company **Rating:** 4.0/5.0 stars **Reviewed by:** Raúl R. | CEO, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 03, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **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 **What do you dislike about QuickBooks Convert Essentials?** The cost and in México they have minimum features available **What problems is QuickBooks Convert Essentials solving and how is that benefiting you?** The pending payments and bills, my big benefit is that I can do it myself ### 10. Not a horrible experience, but not necessarily one that I would recommend **Rating:** 3.5/5.0 stars **Reviewed by:** Dr. Michael D. M. | Board Member, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** December 06, 2022 **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. **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. **What problems is QuickBooks Convert Essentials solving and how is that benefiting you?** Unfortunately, our business was looking for a solution for financials and this just wasn't solving what we needed. ### 11. ScanDocToData **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thanks for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thanks for completing this review. **Reviewed Date:** May 04, 2023 **What do you like best about QuickBooks Convert Essentials?** helps lessen time manually inputting the data **What do you dislike about QuickBooks Convert Essentials?** this can still be upgraded and im looking forward tona better version **What problems is QuickBooks Convert Essentials solving and how is that benefiting you?** time manually inputting data ### 12. QB Convert Essentials Ricardo Sanz **Rating:** 4.0/5.0 stars **Reviewed by:** Ricardo S. | Consultant, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** December 01, 2022 **What do you like best about QuickBooks Convert Essentials?** I love QuickBooks convert essentials because its tools are beneficial. **What do you dislike about QuickBooks Convert Essentials?** Sometimes QuickBooks convert essentials does not allow me to do some features easily. **What problems is QuickBooks Convert Essentials solving and how is that benefiting you?** Export and import data from excel. ### 13. Easy to use and efficient **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** December 06, 2022 **What do you like best about QuickBooks Convert Essentials?** Quickbooks makes it easy to track billing and invoicing and keeps all of my data conveniently stored. It also syncs with all of my accounts! **What do you dislike about QuickBooks Convert Essentials?** I can't think of anything I dislike. Perhaps if there was less manual data entry, that would be an added bonus? **What problems is QuickBooks Convert Essentials solving and how is that benefiting you?** It's solving a lot of my financial and bookkeeping problems, and reducing time spent on those tasks. ### 14. Convert this **Rating:** 5.0/5.0 stars **Reviewed by:** R. Stanton L. | Accounting Associate, Accounting, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** December 23, 2018 **What do you like best about QuickBooks Convert Essentials?** I absolutely love that no matter what bank or credit card statement I am sent by my clients, I can easily convert it to the qbo I need to import **What do you dislike about QuickBooks Convert Essentials?** I have yet to find anything that I dislike about this product. Most things can be fine tuned in settings **What problems is QuickBooks Convert Essentials solving and how is that benefiting you?** The problem solved is being able to get qbo's for easy importing when access to client accounts is unavailable - [View QuickBooks Convert Essentials pricing details and edition comparison](https://www.g2.com/products/quickbooks-convert-essentials/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-23+07%3A47%3A36+-0500&secure%5Bsession_id%5D=0d36ca6b-efba-4689-9acd-b8354d6a366c&secure%5Btoken%5D=b4d4c61246d673129e30d690cfa661bb0967b6c577a421a509e5d07f68eebb11&format=llm_user) ## QuickBooks Convert Essentials Features **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Security** - Data Recovery - File Details - Password **Conversion** - Convert - Batch Conversion - Batch View **Logistics** - Integrate - Edit - Split and Merge **Agentic AI - File Converter** - Decision Making ## Top QuickBooks Convert Essentials Alternatives - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - 4.5/5.0 (4,677 reviews) - [Foxit PDF Editor](https://www.g2.com/products/foxit-pdf-editor/reviews) - 4.6/5.0 (3,510 reviews) - [pdfFiller](https://www.g2.com/products/pdffiller/reviews) - 4.6/5.0 (878 reviews)