ProperSoft: Import into QuickBooks, Quicken and more

Convert transaction files to a format your accounting software imports

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Convert from:
CSV, Excel, TXT
PDF (text and scan)

ProperSoft converters convert from many formats with transactions:

  • Downloaded from your online banking
  • Exported from your existing accounting software
  • Received from your clients (downloaded from their online banking or printed and scanned)
  • Use specific format converter or look for "Bank2*" converters supporting all formats
  • All converters include CSV export to let you work on your transactions before converting to a final format
  • Converting one or multiple statement
  • Use advance renaming rules to adjust payee names, categories or assign categories based on payee names.
  • Automatically determine your document setting for number and date formats.
  • Exclude or edit any transaction during conversion.

Import into QuickBooks 2018-2021 and Quickbooks Online through the QBO format (use Bank2QBO) or the IIF format (all QuickBooks Desktop versions are supported) with Bank2IIF. For general journal entries, convert to QBJ format with CSV2QBJ.

  • When your bank does not support (or no longer supports) Quickbooks, convert to QBO format and import as regular direct transaction download with Bank Feeds features, existing renaming rules and your existing bookkeeping workflow.
  • When your Quickbooks version is discontinued, convert to IIF format and import directly into register using advanced renaming features right in the converter.
  • Enter your Journal Entries quickly in Excel or export from the database handling your business, and convert to General Entry files (QBJ) and import into Quickbooks with full audit trial.
  • Make incorrect transaction files from your bank importable into Quickbooks.

Import into Quicken 2005-2020 as QIF format and Quicken 2018-2021 as QFX (Web Connect). Keep using your Quicken version by converting to QIF format.

  • Convert to a format your specific Quicken needs (for example, QIF to QFX for Quicken for Mac or QFX to QIF for Quicken for Windows.)
  • Prepare checks to print in Excel and quickly convert and import into Quicken and print.
  • Make incorrect bank or credit card transaction files importable into Quicken.
  • Using Quicken for 2007 for Mac? Make your files importable into this personal finance software.

Many cloud apps import directly from bank accounts, but not every bank. Your client may not have direct import feature. Use the converter and make your file importable. Most of accounting and personal finance cloud apps import OFX. Some imports CSV as well. See below or check the cloud app you use which format they prefer to import.

  • Use converters that convert to OFX or QFX or QBO or QIF or CSV formats to import into Xero.
  • Import into Sage One, Sage 50, Sage 300 converting to the OFX format.
  • wave Accounting imports QFX, OFX.
  • FreeAgent imports CSV, QIF, QFX.
  • LessAccounting imports QIF, QFX.
  • YNAB imports CSV, QIF, QFX, OFX.