This tutorial shows how to convert a CSV file from your bank or credit card statement to OFX format and import into Quickbooks Online and Xero. We will use CSV2OFX utility.
Step by step instructions for macOS:
- Make sure you are using the latest version of CSV2OFX. Download it from the CSV2OFX download page. Start CSV2OFX and select a CSV file.
Use ProperSoft CSV2CSV at https://www.propersoft.net/products/csv2csv to convert CSV/Excel files to importable CSV format and import into Quickbooks Online, Quicken for Mac (as CSV Mint), Xero and more.
Please subscribe: https://www.youtube.com/subscription_center?add_user=propersoft
Start CSV2CSV and open a CSV or Excel file. Review transactions before converting.
Choose the CSV target: CSV Mint, Quickbooks Online, Xero. Click the 'Convert' button, choose a name for your CSV/Excel file.
In Quickbooks Online, click 'Banking', then select an account and click 'File Upload'. Select created CSV file and select an account in Quickbooks to import. Confirm the mapping and the date format. Review transactions in Quickbooks online before importing.
...
https://www.youtube.com/watch?v=l6NTe8rmFUE
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
Start PDF2QFX 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.
...
https://www.youtube.com/watch?v=dGfFWV6jHiU
Convert QIF to CSV/Excel/PDF and import into Excel, QB Online, Xero, YNAB. For more details, visit https://www.propersoft.net/qif2csv/
https://www.youtube.com/watch?v=xGHJojXLg_I
Convert QFX to CSV/Excel/PDF and import into Excel, QB Online, Xero, YNAB. For more details, visit https://www.propersoft.net/qfx2csv/
https://www.youtube.com/watch?v=isBGHuVnYuM
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.
...
https://www.youtube.com/watch?v=9jj4jhTiiXI
Use ProperSoft Bank2OFX at https://www.propersoft.net/products/bank2ofx to convert PDF/QFX/QIF/OFX/QBO to OFX and import into xero, MS Money or your accounting software
https://www.youtube.com/watch?v=IEGY7A5juWE
Convert QFX to QIF and import into Quicken, Quicken 2007 Mac, LessAccounting, YNAB, NetSuite, MYOB, AceMoney. For more details, visit https://www.propersoft.net/qfx2qif/
https://www.youtube.com/watch?v=Ra8O735RJVI