Start QFX2QIF converter and open a transaction file. Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are in correct places.
Select the QIF target to match your Quicken version or your accounting software.
Set the Account Name and the Account Type to create a QIF file for the right account.
Use ProperSoft FixMyQIF at https://www.propersoft.net/products/fixmyqif to make your QIF files importable into your accounting software [2019]. Convert non-importable QIF files to importable QIF and import into Quicken PC 2005-2019, Quicken 2007 Mac, LessAccounting, YNAB, NetSuite, MYOB, AceMoney.
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This tutorial shows how to convert QIF to correct QIF and import into Quicken 2017. We will use FixMyQIF utility.
Step by step instructions for Windows:
- Make sure you are using the latest version of FixMyQIF. Download it from the FixMyQIF download page. Start FixMyQIF and select a QIF file.
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https://www.youtube.com/watch?v=8Q7UPsZjQMg
Use ProperSoft Bank2QBO at https://www.propersoft.net/products/bank2qbo to convert PDF/QBO/QFX/QIF/OFX to QBO (web connect) and import into Quickbooks 2016, 2017, 2018, 2019
https://www.youtube.com/watch?v=7SW76ux1Dwo
Convert QIF to PDF and open in any PDF viewer. For more details, visit https://www.propersoft.net/qif2pdf/
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Need to convert a transactions file to easy to access or archive format? Introducing QIF2PDF. Transfer QIF to PDF. Open in any PDF viewer. QIF2PDF is so easy to use, and, to convert transactions in QIF format to PDF format. You don't have to learn anything. Review transactions in a readable view before converting. QIF2PDF runs on your desktop - there is no uploading, downloading, website logins. Only you, your computer, your file, and QIF2PDF! Support is available before and after purchase. Save time, keep it simple!
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https://www.youtube.com/watch?v=VsBkPpGN_0E
PDF2CSV at https://www.propersoft.net/pdf2csv/ convert PDF files from bank or credit card statement to Xero compatible CSV file.
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We will use a sample.pdf file to convert data. It is a Chase statement PDF file, it has some deposits and some withdrawals.
PDF2CSV converter shows Date, Amount, Withdrawal, Deposit. The Date is specifically shown as a month, as a name in this video. This is just to review transactions. There are three different formats: how dates are on PDF file, how dates inside the software, how dates outside. It is easy to get confused which format is shown. So the converter always shows inside, always shows dates as a year/month (as name)/date. So dates are properly parsed from the PDF file.
PDF Converter tries to look in the PDF file on the statement for the year. The distinctive indication of year, like in this example, it determines 2016 and it shows dates with the 2016 year because dates year is missing in the Chase. Some PDF files, where there is no clear indication, what the year is it, you can control the year manually by setting it. You can basically set the year you like.
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https://www.youtube.com/watch?v=QO2o9sYIgYc
Use ProperSoft CSV2QBO at https://www.propersoft.net/products/csv2qbo to convert a CSV or Excel file with transactions to QBO (Web Connect) format and import into Quickbooks 2019, 2018, 2017, 2016.
https://www.youtube.com/watch?v=8oZgC4wCfT0
Convert QBO to PDF and open in any PDF viewer. For more details, visit https://www.propersoft.net/qbo2pdf/
Please subscribe: https://www.youtube.com/subscription_center?add_user=propersoft
Need to convert a transactions file to easy to access or archive format? Introducing QBO2PDF. Transfer QBO to PDF. Open in any PDF viewer. QBO2PDF is so easy to use, and, to convert transactions in QBO format to PDF format. You don't have to learn anything. Review transactions in a readable view before converting. QBO2PDF runs on your desktop - there is no uploading, downloading, website logins. Only you, your computer, your file, and QBO2PDF! Support is available before and after purchase. Save time, keep it simple!
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https://www.youtube.com/watch?v=O05JPVqOs74
Export transactions from your PayPal account as CSV file and then use a ProperSoft converter at https://www.propersoft.net/ to convert to a format your accounting software imports.
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This tutorial shows how to download PayPal transactions into a CSV file.
- When you login into PayPal Account, click on 'Reports' button.
- Then click on 'Activity download'.
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https://www.youtube.com/watch?v=VAY9xXJKJK4
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Login into Quickbooks Online to import an OFX file and click on 'Banking'. Then select an account you want to import your data into. Look for the 'File Upload' button and click on it. Look for the 'Browse' button and click on it. Select an OFX file you created or you downloaded from your Bank. Then click 'Open' and 'Next'. Review that OFX file you are going to import: file name, Account ID, Account Type and Date range. If everything matches as you expected, select Quickbooks account you want to import your data into. Then click 'Next'. Then click 'Let's go!'.
Now your OFX file is imported. Click 'For Review'. The Payee name from the OFX file is shown under Description column. The Payee column is empty because it is Vendor records in Quickbooks. Some Vendor records will be automatically matched, some are not. This is a new account, there are no Vendors records yet, so nothing is matched. Select Vendor/Payee. Confirm the Category, which is expense or income account. Click 'Add' to add the transaction to the register. Continue for all transactions.
Let's say you realized, that it is incorrect imported OFX file or something wrong with a file, and you don't want those transactions to be here. So, select all transactions. Then select 'Batch actions' and click 'Exclude Selected'. Go to 'Excluded'. Select all of them again. Then select 'Batch actions' and click 'Delete'. So, this way, you completely delete those transactions from Quickbooks Online.
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https://www.youtube.com/watch?v=PzqgsPQa5e8
CSV2QBJ at https://www.propersoft.net/csv2qbj/ creates General Journal Entries (.QBJ) files from CSV or Excel files. Import into Quickbooks or Quickbooks for Mac (version 2013 or later).
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https://www.youtube.com/watch?v=lY0GiYfn4r8