CSV2QBO (macOS): Convert CSV/Excel to QBO (web connect) format and import into Quickbooks [2019]
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).
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.
Use ProperSoft QIF2QBO at https://www.propersoft.net/products/qif2qbo to convert QIF transactions to QBO format and import into Quickbooks desktop and online
https://www.youtube.com/watch?v=e9doFqU4n8Q
ProperSoft CSV2QFX at https://www.propersoft.net/csv2qfx/ converts CSV/Excel files to QFX (Web Connect) format ready to import into Quicken 2017 for PC or Mac. CSV2QIF at https://www.propersoft.net/csv2qif/ is alternative method mentioned in the video.
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We will use a sample CSV file, you can find it on the product page. You can use this file as an example to try the product or to get an idea: how a CSV file should look like, so the converter processed it without problems. The converter knows many other formats, but this is more the simplest format, that you can follow.
We don't use any manual Mapping here, the converter understands the file itself. It's great, if your CSV file has the first line, as a column names, like Date, Amount, Payee, Memo, Check number, Type. All these columns the converter understands and uses them for specific fields on a QFX file or to Map your CSV file.
The QFX format does not have categories here, so Quicken offers Renaming rules or categorization feature during QFX import. And QFX file originally downloaded from your bank.
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https://www.youtube.com/watch?v=ErGNsZHidwE
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.
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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=PWxHioqrdh0
Use ProperSoft OFX2QFX at https://www.propersoft.net/products/ofx2qfx to convert OFX to QFX (Web Connect) and import into Quicken.
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Start OFX2QFX 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.
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=XZgGPPrZ7tY
Convert QFX/OFX/QBO/QIF to IIF and import into Quickbooks. For more details, visit https://www.propersoft.net/bank2iif/
https://www.youtube.com/watch?v=Q1o34hkLbyo
QBO files are Web Connect files similar to direct online download (save a QBO file from your online banking and then import into Quickbooks).
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This tutorial shows all steps for .QBO import into Quickbooks Desktop for Windows:
1. Backup your Quickbooks data file
2. Disconnect account from online services
3. Review .QBO file before importing
4. Review Vendor records and assign default expense/income accounts
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https://www.youtube.com/watch?v=s4FCshgyBzk
Use ProperSoft QIF2QFX converter at https://www.propersoft.net/products/qif2qfx to convert QIF to QFX (web connect) format and import into Quicken 2019, 2018, 2017, 2016 (Windows or Mac).
Please subscribe: https://www.youtube.com/subscription_center?add_user=propersoft
Review transactions before converting. Set Account type and Account ID.
Click the 'Convert' button, to create a QFX file.
In Quicken, first, go to preferences and uncheck 'Clean up payee setting'.
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https://www.youtube.com/watch?v=nwEAC6cMaOU
Use ProperSoft QFX2QIF at https://www.propersoft.net/products/qfx2qif to convert QFX files to QIF format and import into your Quicken.
Please subscribe: https://www.youtube.com/subscription_center?add_user=propersoft
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 QIF file for the right account.
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https://www.youtube.com/watch?v=uxZ4PEJ-Hhc
Convert OFX to PDF and open in any PDF viewer. For more details, visit https://www.propersoft.net/ofx2pdf/
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Finally, the solution to convert your transaction files into a readable format ready to archive or print! Introducing OFX2PDF. Convert OFX to PDF. Open in any PDF viewer. OFX2PDF is so easy to use, and, to convert transactions in OFX format to PDF format. You don't have to learn anything. Review transactions in a readable view before converting. OFX2PDF runs on your desktop - there is no uploading, downloading, website logins. Only you, your computer, your file, and OFX2PDF! Support is available before and after purchase. Save time, keep it simple!
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https://www.youtube.com/watch?v=7IjghK8e4hA