![]() ![]() For some required settings, the converter checks and asks to set it. ![]() ![]() For example, for QBO files, If you have Quickbooks desktop installed, it would be Quickbooks to open this QBO file.Ĭlick the Convert button and confirm the filename and the file location. Set the “Open after save” checkbox if you would like the software installed on your computer to open the created file. Please check other tutorials for a specific output format for more details for each setting for that specific format. If you are converting for multiple accounts, make sure to adjust account properties to avoid importing into the previous account. Set output attributes: account name or account id, account type and other applicable attributes. Review transactions before converting, make sure dates are correct, expenses are negative, and payments to the account are positive. Step 4: Review loaded transactions before converting The output format defines the transaction details. It could be QBO/QFX/OFX format, QIF format, IIF format, CSV format. The first thing to do is to select the output format. Here is a sample CSV file sample.csv you can use to create transactions. Depending on the file format, there are different tools to adjust how the file is parsed, like the mapping for CSV files. In this example, I will try a PDF file and a CSV file. Select a file with transactions that you would like to convert. Step 2: Select a file with transactions to convert Read the welcome message that provides the main points about the conversion process. Once downloaded and installed, start the ProperConvert app. To download the app, go to the main page and click the Download button. Import create file into accounting softwareįor the General Journal Entries mode, please see this tutorial.Set output file attributes and create a new file.Review loaded transactions and adjust the mapping.This tutorial explains how to use the ProperConvert app in the Transactions mode: See it as a video at the end of this article. Use predefined spreadsheet template to quickly fill debit and credit lines for one or more entries or export from your production system and convert to a format compatible with QuickBooks.This tutorial shows how to use the converter in the Transactions mode. and many others importing standard financial file formats like OFX, QBO, QFX, QIF, IIF, CSV, MT940Ĭreate General Journal Entries quickly in Excel or another spreadsheet software and convert to IIF or QBJ files ready to import into QuickBooks 2013-2022.Excel, Numbers, Google Sheets (convert to CSV, Excel, clipboard).Quicken (convert to QFX, QIF, CSV Mint).QuickBooks Desktop (all versions), convert to QBO or IIF format.The ProperConvert app converts your bank and credit card transactions files into a file format compatible with your accounting or personal finance or spreadsheet software: PDF (downloaded from online banking, image based, protected, scanned).CSV/XLS/XLSX/TXT (and copy/paste from any spreadsheet desktop or online software).The ProperConvert app converts from the following formats: It can convert your transactions into a format that your accounting/personal finance software can import. Need to import bank or credit card transactions into your accounting or personal finance software but cannot seem to make it work? Files in PDF or CSV or another format are not supported by most accounting software. Conversion tools for QuickBooks, Quicken, Xero, Sage Accounting and others Convert bank and credit card transactions, create general journal entries from CSV/Excel files ProperConvert ![]()
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