Bank2CSV: Convert transaction files to CSV/Excel

Need to work with transactions in Excel, but the file cannot be opened by Excel? The the ProperConvert app. It extracts transactions from the following formats:

• QBO to CSV
• QFX to CSV
• OFX to CSV
• QIF to CSV
• MT940 to CSV
• PDF to CSV
• Excel/CSV to CSV (reformat files for XERO or Quickbooks Online)

• No data entry: convert data you already have in bank, credit card or investment transactions file format to the CSV/Excel format
• Smart: ProperConvert (Bank2CSV) understands many layouts. It finds columns like date, amount, description, etc. of your transactions.
• Easy to use: Converting your banking transactions into CSV/Excel files could not be any easier. In a few clicks, you will have all your transactions converted to importable by Excel, Quicken for Mac, Quickbooks Online format in no time at all.
• Free trial and support: try it for Free before you buy and receive full support before and after you order.
• Safe to use: ProperConvert (Bank2CSV) converts all your banking transactions on your computer.

How to use Bank2CSV

This tutorial shows how to use the Bank2CSV utility and convert PDF, QFX, QBO, OFX, QIF, MT940 to CSV.

Please notice that Bank2CSV is replaced with the ProperConvert app.

Once downloaded and installed, start Bank2CSV. Read the welcome message that provides the main points about the conversion process.

Select a file with transactions that you would like to convert. It could be a PDF bank or credit card statement, QIF, or QMTF file exported from Quicken or other accounting software, OFX, QFX, QBO, QIF, STA, or MT940 file downloaded from online banking.

Review transactions before converting, make sure dates are correct, expenses are negative and payments to the account are positive.

Select the CSV target depending on which accounting software you need to import the converted file. We will select Regular CSV, Quickbooks Online, and Xero as three examples. Depending on the selected target different columns are exported.

Set the “Open after save” checkbox if you would like the software installed on your computer to open the created CSV file. If you have Excel installed, it would be Excel to open the CSV file.

Click the ''Convert'' button.

And confirm the filename and the file location.

For CSV Target "Regular CSV" the converter exports all columns you see.

For CSV Target "Quickbooks online" the converter exports Date, Description, Amount.

For CSV Xero, the converter exports more columns: Date, Amount, Payee, Description, Reference, Check Number.

Related articles

• Convert OFX to CSV/Excel
• Convert CSV/Excel, PDF, QFX/OFX/QBO, QIF, MT940 to QBO and import into QuickBooks
• Convert CSV to QBO and import into QuickBooks Desktop or Quickbooks Online
• Convert CSV/Excel into QIF and import into Quicken or other accounting software
• Convert PDF files to QFX and import into Quicken (PDF2QFX)
• Convert CSV/Excel, PDF, QFX/OFX/QBO, QIF, MT940 to QFX and import into Quicken
• QBO2CSV: Convert QBO to CSV/Excel