Bank2OFX (Windows): Convert CSV/Excel/PDF/QFX/QIF/OFX/QBO to OFX and import into Xero [2019]
Use ProperSoft Bank2OFX at https://www.propersoft.net/products/bank2ofx to convert CSV/Excel/PDF/QFX/QIF/OFX/QBO to OFX and import into Xero, MS Money or your accounting software.
This tutorial shows how to convert a transactions file to OFX format. We will use Bank2OFX utility.
Step by step instructions for Windows:
- Make sure you are using the latest version of Bank2OFX. Download it from the Bank2OFX download page. Start Bank2OFX and select a transactions file (it could be QBO file, OFX file, QFX file, QIF file or PDF file).
Use ProperSoft OFX2QIF at https://www.propersoft.net/products/ofx2qif to convert OFX files to QIF format and import into Quicken.
Please subscribe: https://www.youtube.com/subscription_center?add_user=propersoft
Start OFX2QIF 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 QIF file for the right account.
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https://www.youtube.com/watch?v=rVYPESdtzPs
Use ProperSoft QIF2QBO converter at https://www.propersoft.net/products/qif2qbo to convert QIF files to QBO (web connect) format and Import into Quickbooks 2016, 2017, 2018 ,2019 or Quickbooks Online.
Please subscribe: https://www.youtube.com/subscription_center?add_user=propersoft
Review transactions before converting and set INTU.BID, Account Type and Account ID.
Click the 'Convert' button to create a QBO file.
In QuickBooks, backup your QuickBooks data file. Disconnect the account from online services first if needed.
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https://www.youtube.com/watch?v=C158bxYe53Y
Use ProperSoft OFX2CSV at https://www.propersoft.net/products/ofx2csv to convert OFX files to CSV or Excel format and import into Excel, Quickbooks Online, Xero, YNAB.
Please subscribe: https://www.youtube.com/subscription_center?add_user=propersoft
This tutorial shows how to convert OFX file from your bank or credit card statement to CSV format. We will use OFX2CSV utility.
Step by step instructions for Windows:
- Make sure you are using the latest version of OFX2CSV. Download it from the OFX2CSV download page. Start OFX2CSV and select an OFX file.
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https://www.youtube.com/watch?v=gbx-i8x01WA
Use ProperSoft CSV2QBO at https://www.propersoft.net/products/csv2qbo to convert CSV/Excel files to QBO (web connect) format and import into Quickbooks 2019, 2018, 2017, 2016 (Windows/Mac/Online).
Please subscribe: https://www.youtube.com/subscription_center?add_user=propersoft
Start CSV2QBO converter and open a CSV or Excel file. Review transactions before converting, check that dates are correct, have the correct year, expenses are negative and payments to the account are positive.
Set INTU.BID number to match your bank or use a default value.
Set the Account ID (number) and the Account Type. For multiple accounts, use a different account ID for each account.
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https://www.youtube.com/watch?v=uJhKZs1v8SM
Use ProperSoft QIF2QFX at https://www.propersoft.net/products/qif2qfx to convert QIF files to QFX (Web Connect) format and import into Quicken 2019, 2018, 2017, 2016 (Mac or Windows).
Please subscribe: https://www.youtube.com/subscription_center?add_user=propersoft
This tutorial shows how to convert a QIF file from your bank or credit card statement to QFX (Web Connect) and import into Quicken. We will use QIF2QFX utility.
Step by step instructions for macOS:
- Make sure you are using the latest version of QIF2QFX. Download it from the QIF2QFX download page. Start QIF2QFX and select a QIF file.
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https://www.youtube.com/watch?v=rH3voOmxVvI
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
Use ProperSoft PDF2QBO at https://www.propersoft.net/products/pdf2qbo to convert PDF bank and credit card statements to QBO (web connect) format and import into Quickbooks 2016, 2017, 2018, 2019.
Please subscribe: https://www.youtube.com/subscription_center?add_user=propersoft
Start PDF2QBO converter and open a PDF file. Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are in correct places.
Set INTU.BID number to match your bank or use a default value.
Set the Account ID (number) and the Account Type. For multiple accounts, use a different account ID for each account.
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https://www.youtube.com/watch?v=9jj4jhTiiXI
Convert QFX/OFX/QBO/QIF to QIF and import into Quicken, Quicken 2007 Mac, LessAccounting, YNAB, NetSuite, MYOB, AceMoney. For more details, visit https://www.propersoft.net/bank2qif/
https://www.youtube.com/watch?v=lZRl-aAr8ok
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.
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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.
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https://www.youtube.com/watch?v=AbI3Jnk-YJo