Support articles and FAQ
Working with ProperConvert
- Issues found before you convert, and why to back up first
- Check that a PDF statement's transactions add up to its balance
- How to work with transactions
- How to download, install, and unlock the software
- How to use General Journal Entries mode
- Settings to convert to QBO files
- Settings to convert to QFX files
- Settings to Convert to QIF files
- Use the app in remote desktop connection
- How to select a file(s) to convert
- How to use the command line mode (Automation)
- Custom Mapping For CSV/Excel Files
- How to activate ProperConvert offline or when a firewall blocks the app
- Settings to convert to CSV/Excel
- Settings to Convert to OFX format
- Getting started with ProperConvert
- How to use Rules
- Sample files
QuickBooks
- QuickBooks shows another bank's name or imports into the wrong account
- How to import transactions when QuickBooks is older than three years?
- Quickbooks Desktop Import Errors
- How to import a QBO file under an existing account in QuickBooks
- How to avoid importing duplicate transactions in Quickbooks
- Import Excel Entries to QuickBooks (no tools)
- Payee is missing under Bank Feeds in Quickbooks
Quicken
- Import Investment Transactions Into Quicken
- Can I convert a QDF (quicken) file to Excel/ CSV?
- Quicken shows another bank's name or imports into the wrong account
- Common Quicken errors and how to fix them
- How to avoid importing duplicate transactions in Quicken
- How to prepare checks in Excel and print in Quicken
- Import a QIF file into a Quicken bank or credit card account
- Review imported transactions in Quicken separately
Billing/Orders
- How to manage my subscription/membership?
- How to get a refund?
- How to update subscription payment details?
- Paddle W-9 form
Guides to export data
- Download PayPal transactions into CSV file
- How to export PC Mastercard transactions
- Convert MNY files to CSV or Excel
Contact support
Whether you are trying ProperConvert, have just bought it or have a subscription, contact us as soon as you need help. Email support@propersoft.net (if you have placed an order, write from the email address you used for it), or click the Support button on this page and use the Ask tab; you can attach a file of up to 10 MB. Support is by email only.
To get an answer faster, tell us whether you use Windows or Mac, which accounting software you import into, with its version or year and country (for example "QuickBooks Desktop (US) on Windows 11"), what happens, and any error message word for word. If you can, attach the file you are converting and the file ProperConvert created.
Solutions
Still choosing a tool, or working with a bank, file format or accounting app these articles do not cover? Solutions explains what QBO, QFX, OFX, QIF and other transaction files are, how to convert one format to another, how to get transactions into QuickBooks, Quicken, Xero and other apps, and how to convert statements from specific banks.