Use ProperSoft PDF2QFX at https://www.propersoft.net/products/pdf2qfx to convert PDF bank and credit card statement files to QFX (Web Connect) format and import into Quicken. Please subscribe: https://www.youtube.com/subscription_center?add_user=propersoft This tutorial shows how to convert a PDF file from your bank or credit card statement to QFX (Web Connect) and import into Quicken. We will use PDF2QFX utility. Step by step instructions for macOS: - Make sure you are using the latest version of PDF2QFX. Download it from the PDF2QFX download page. Start PDF2QFX and select a QFX file. ... https://www.youtube.com/watch?v=mAGBQGiX9TU

Convert CSV to CSV Mint/QB Online/Xero and import into Quicken Mac, QB Online, Xero, YNAB. For more details, visit https://www.propersoft.net/csv2csv/ https://www.youtube.com/watch?v=sLYvNFdyBmw

PDF2CSV at https://www.propersoft.net/pdf2csv/ convert PDF files from bank or credit card statement to Xero compatible CSV file. Please subscribe: https://www.youtube.com/subscription_center?add_user=propersoft 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. ... https://www.youtube.com/watch?v=QO2o9sYIgYc

Use ProperSoft QBO2CSV at https://www.propersoft.net/products/qbo2csv to convert QBO files to CSV or Excel format and import into Excel, Quickbooks Online, Xero. . Please subscribe: https://www.youtube.com/subscription_center?add_user=propersoft This tutorial shows how to convert a QBO file from your bank or credit card statement to CSV format. We will use QBO2CSV utility. Step by step instructions for macOS: - Make sure you are using the latest version of QBO2CSV. Download it from the QBO2CSV download page. Start QBO2CSV and select a QBO file. ... https://www.youtube.com/watch?v=AbI3Jnk-YJo