Convert transactions to CSV

This tutorial shows how to convert QFX, QBO, OFX, QIF, MT940, PDF files to the CSV or Excel format or copy formatted data to the clipboard ready to paste under various apps. The tutorial uses an obsolete converter but is applicable to the current version. Also available as a video at https://youtu.be/EftyUrzXMdg

CSV Output format is available on the right sidebar. 

There are different CSV options, called CSV Target.

It could be:

  • Regular CSV (all columns will be converted to the CSV file);

  • XLSX EXCEL;

  • XLS EXCEL;

  • CSV Quickbooks Online (only three columns will be saved);

  • CSV Quickbooks Online (+Account);

  • CSV Xero: more columns to save;

  • Quicken Mac (CSV Mint);

  • POSH;

  • Quickbooks Batch Checks;

  • Quickbooks Batch Deposits;

  • Quickbooks Batch Ccard;

  • Positive Pay;

You can use it to create a CSV file, that is ready for your accounting software. If it imports a CSV file, but the CSV file needs some additional formatting for that software, instead of saving and formatting it, you've just to select this option and the file will be ready to import into that accounting software.

  • Clipboard (the file will not be saved, but it will be copied to the clipboard, then you can switch to spreadsheet software, like Excel, and click 'Paste' - to paste data);

  • FreeAgent;

  • Simple CSV with Splits;

  • Full CSV with Splits.

See more details at https://www.propersoft.net/import-into-excel

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