Convert Bank Statements and Transaction Files
Extract transactions from PDF, CSV, online banking downloads, and legacy accounting exports on your computer with ProperConvert by ProperSoft. Create files ready for QuickBooks, Quicken, Xero, Excel, and more.
Need to import bank or credit card transactions but the format is not supported? ProperConvert runs completely on your computer to bridge the gap in two simple steps:
- Extract & Preview – The app reads your incompatible files (including PDFs, image scans, online banking downloads, or legacy exports) and displays the transactions clearly on your screen.
- Convert & Import – It cleanly reformats that data into a single, verified file perfectly optimized for error-free import directly into your accounting software or spreadsheet.
How the ProperConvert App Helps You
- Stop Re-typing Transactions: Instantly open bank files your software cannot read, saving you hours of tedious, manual data entry.
- 100% Private & Secure: Convert sensitive financial data locally on your Windows PC or Mac. Your data stays on your machine and is never uploaded to the cloud.
- Universal Accounting Compatibility: Create files perfectly tailored for seamless import into your preferred platform:
- QuickBooks (Desktop PC/Mac & Online)
- Quicken
- Xero, Sage, Wave, NetSuite, and others (Plus standard Excel/CSV)
- Trusted by Professionals: Used daily by accountants, CPAs, bookkeepers, and QuickBooks ProAdvisors worldwide.
What Files You Can Convert
No matter what file type your bank gives you, ProperConvert makes it work with your software.
Convert from a file:
- Bank Statements: PDF files (including scanned documents or pages locked with a view password).
- Spreadsheets: CSV, Excel (.xlsx/.xls), or text files.
- Online Banking Downloads: QBO, QFX, or OFX files.
- Accounting Exports: QIF or QMTF files.
⬇️ The software safely changes your files right on your computer ⬇️
Convert to a file:
- For QuickBooks: QBO (Web Connect) or IIF files.
- For Quicken: QFX (Web Connect) or QIF files.
- For Cloud Software (Xero, Sage, Wave): OFX or clean CSV files.
- For Spreadsheets: Clean Excel files, CSV files, or data copied to your clipboard.
Smart Automation Built In
- Auto-Detect Formatting: Instantly finds dates, amounts, memos and other transaction details any spreadsheet.
- Payee Renaming Rules: Clean up messy, cluttered bank descriptions automatically and assign consistent expense/income accounts.
- Full Data Control: Review, edit, or exclude any individual transaction on your screen before converting.
- Transaction Variety: Fully supports deposits, checks, payments, credit card charges, refunds, and split transactions.
Convert your files for QuickBooks (Desktop & Online)
Whether you use the latest cloud version or an older desktop system, ProperConvert generates perfect, importable data with a clean audit trail.
- For Modern QuickBooks (Desktop & Online): Convert your files directly into QBO (Web Connect) format. Your software reads it exactly like a native, automated bank feed download.
- For Older QuickBooks Versions: Convert to IIF format to bypass service limitations and import transactions straight into your register.
- For Account Adjustments: Map your Excel journal entries and convert them to IIF or QBJ format for a seamless import with a full audit trail.
Read more about Quickbooks formats
Convert your files for Quicken (Windows & macOS)
Stop fighting version lock-ins. Keep using your preferred version of Quicken smoothly with optimized file exports.
- Quicken for Windows: Convert files to QFX or QIF formats to easily import transactions directly into your active accounts or old software versions.
- Quicken for macOS & Windows: Convert files to QFX (Web Connect) format for native, smooth bank ledger integration.
- Check Printing: Build and organize your checks inside Excel, convert them instantly with ProperConvert, and import them into Quicken for fast printing.
Read more about Quicken formats
Convert your files for Online Platforms (Xero, Sage, Wave, & More)
If your specific bank doesn't natively sync with your cloud ledger, ProperConvert acts as your data bridge.
- Supported Formats: Converts your files into OFX or customized CSV layouts optimized specifically for online-based accounting software.
- Supported Platforms: 100% compatible with Xero, Sage (50/300/One), Wave Accounting, FreeAgent, NetSuite, LessAccounting, MYOB, ZarMoney, and more.
Read more about formats supported by accounting apps
Convert your files to Excel, Google Sheets, & Custom CSV
Need to work with your transactions in a spreadsheet, but your bank only provides locked PDFs or unreadable system files? ProperConvert strips away the formatting junk and delivers clean, structured columns and rows.
- Universal Extraction: Instantly extract transaction data from PDF, QBO, QFX, OFX, and QIF files directly into standard spreadsheet formats.
- Flexible Output Options: Save your data as a clean Excel file (.xlsx, .xls), a standard CSV, or simply copy it straight to your clipboard to paste into Google Sheets or Numbers.
- Smart Column Mapping: If you are importing a messy spreadsheet into platforms like Xero or QuickBooks Online, use ProperConvert to easily remap, reorder, and reformat your columns so the platform accepts them without errors.
Risk-Free Import Reassurance
Before running any data imports, we always recommend taking a quick backup of your accounting file (QuickBooks and Quicken make this incredibly simple).
Furthermore, platforms like Xero, QuickBooks Online, and QuickBooks Desktop Bank Feeds hold your imported transactions in a temporary review screen first. You can look them over, make changes, or delete them before they ever affect your official registers.
Frequently Asked Questions
How can I use ProperConvert to convert transactions?
- Backup your accounting software file
- Download, install and run the software
- Select a file with transactions and review transactions
- Click Convert to convert to a format your accounting software imports
- Import created file into accounting software
If I need any help with conversion, can you help me?
- Free support is available before and after the purchase
- All licenses include a Premium support period after purchase
- The Personal and Team licenses include ongoing support for conversions
Can I try the software before buying?
Yes! ProperConvert is completely free to download and try. You can load your files, preview all of your transactions on your screen, and create a test import file to see exactly how it works with your accounting software.
About ProperSoft Inc.
The Creators of ProperConvert
ProperSoft is a small software company based in Ontario, Canada. We have been building transaction converters since 2008.
When you contact ProperSoft, you reach me, the developer (Sergiy), directly. I either help you solve the issue or fix the software.
Email and Online Support
- For any questions regarding ProperSoft products, please contact support@propersoft.net or use the support form on the Customer page.
Address, Phone
- General communication:
Located in Whitby, ON, Canada
Phone: +1 (877) 330-1268 (voicemail only, please email for faster support) Connect on LinkedIn