Support articles and FAQ

Working with ProperConvert

• How to use the Renamings tab
• How to use the Rules tab
• Use the app in remote desktop connection
• Sample files
• How to select a file(s) to convert
• How to use General Journal Entries mode
• Custom Mapping For CSV/Excel Files
• Getting started with ProperConvert
• ProperConvert Update Notes
• Settings to Convert to QIF files
• Getting Started Notes
• Settings to convert to QFX files
• Settings to convert to QBO files
• Settings to Convert to OFX format
• Settings to convert to CSV/Excel
• How to work with transactions
• How to download, install, and unlock the software
• How to use the command line mode (Automation)

QuickBooks

• Quickbooks Accountant Batch Entry
• How to import transactions when QuickBooks is older than three years?
• Import General Journal Entries from CSV/Excel into Quickbooks Desktop
• How to avoid importing duplicate transactions in Quickbooks
• How to Import Bank Transactions into QuickBooks Desktop
• Import a Transactions file into Quickbooks Online
• How to import transactions into Quickbooks
• When I import a QBO/QFX file, I see bank label from a different bank
• Incorrect bank name applied when a QBO file converted
• Import a QBO file into QuickBooks Desktop
• Convert CSV to QBO and import into QuickBooks
• Convert CSV to QBJ and Import into Quickbooks Desktop
• Convert transactions data from CSV to IIF format

Quicken

• How to prepare checks in Excel and print in Quicken
• Quicken formats: QFX vs QIF vs QXF vs CSV Mint
• How To Import QIF or QFX into Quicken
• How to import a QFX file into Quicken Classic
• How to Import a QIF file into Quicken Classic
• Can I convert a QDF (quicken) file to Excel/ CSV?
• Review imported transactions in Quicken separately
• How to Convert CSV to QFX Quickly and Easily

Billing/Orders

• How to get a refund?
• I have the trial version. What will happen when I purchase?
• Paddle W-9 form
• How to update subscription payment details?
• How to manage my subscription/membership?

Converting between formats

• How to convert transactions from Excel to Quickbooks
• Convert QIF to QFX and import into Quicken
• Convert QIF to QBO and Import into QuickBooks
• How To Convert a QIF file to OFX format
• Convert QFX to QBO and import into Quickbooks
• Convert QFX to CSV or Excel
• Convert PDF to QIF and import into Quicken
• Convert PDF to QFX and import into Quicken
• Convert PDF to QBO Quickbooks
• Convert PDF to OFX and import into Xero, Sage
• Convert bank statement PDF to CSV or Excel
• How to Convert CSV to QIF and Import into Quicken
• Convert CSV to OFX and import into QB Online, Xero

Guides to export data

• Convert MNY files to CSV or Excel
• Download PayPal transactions into CSV file
• How to export PC Mastercard transactions

Guides to import data

• Import Excel Entries to Quickbooks (no tools)
• Payee is missing under Bank Feeds in Quickbooks
• Common Quicken errors and how to fix them
• How to avoid importing duplicate transactions in Quicken
• Import Investment Transactions Into Quicken
• When I import a QIF file into Quicken, "an account must be selected for this import data"
• How to import a CSV file into AccountEdge Pro
• Extract transactions to CSV/Excel
• Import a CSV file as OFX into FreeAgent
• Import transactions into MS Money
• How To Import Transactions In Wave Accounting
• Import Transactions into Xero
• Import Transactions Into Accounting Software
• Import a Bank Statement in MYOB
• How to import a QIF file into Banktivity
• How to import a QBO file under an existing account in QuickBooks
• Quickbooks Desktop Import Errors
• Import an IIF file into Quickbooks Desktop
• Import a QBO/QFX/OFX file into Kashoo

Transaction Formats

• How to work with OFX, QFX, QBO files
• Understanding Transaction File Formats - A Full Guide
• QFX format is a Web Connect format
• What Is IIF File Format and How to Open it?
• What is MT940 format and How to Open it?
• What Is OFX File Format and How to Open it?
• What is QBO (web connect) file format?
• What is QFX file/format and how to open it?
• What is QIF file/format and how to open it?

Other

• How To Contact Support
• Miscellaneous asked questions