Working with ProperConvert
- Issues found before you convert, and why to back up firstWhen you click Convert, ProperConvert checks the transactions before it writes the file.
- Check that a PDF statement's transactions add up to its balanceMost bank and credit card statements print an opening balance and a closing balance.
- How to work with transactionsAfter ProperConvert reads your file, the transactions appear in the grid.
- How to download, install, and unlock the software
- How to use General Journal Entries modeProperConvert converts a CSV or Excel file with journal entries into a file QuickBooks Desktop imports: QBJ or IIF. This guide shows how. To convert bank transactions instead, see Getting started with ProperConvert.
- Settings to convert to QBO filesA QBO (Web Connect) file holds your transactions plus details about the whole file: the account, its type, the currency and the bank. This guide explains these settings.
- Settings to convert to QFX filesA QFX file needs a few settings right to import into Quicken. This guide goes through them.
- Settings to Convert to QIF filesQIF is an old format that many apps import, and each reads it a little differently: the date format, how long a name can be, and other small details decide whether the import works.
- Use the app in remote desktop connectionProperConvert works in a remote desktop session (a remote computer or a terminal server) the same way as on your own computer. Install it on the remote computer, not on the computer you connect from.
- How to select a file(s) to convertWhen you start ProperConvert, it opens the file selection window by itself: "Please select a bank file to convert". The first time, the window shows your Downloads folder, where files from online banking usually are.
- How to use the command line mode (Automation)ProperConvert can convert files from the command line, so you can automate conversions with a script or a scheduled task. The command line needs a license; without one, the app asks you to buy it.
- Custom Mapping For CSV/Excel FilesThis guide explains how ProperConvert reads the columns of a CSV or Excel file (or data pasted from a spreadsheet), and how to change that with your own mapping.
- How to activate ProperConvert offline or when a firewall blocks the appIf your computer has no internet connection, or if corporate security software or a firewall blocks ProperConvert from reaching our license server, you can activate your license using an offline license text (PCOL1:...).
- Settings to convert to CSV/ExcelThis guide shows how to convert a PDF, QFX, QBO, OFX, QIF or MT940 file to CSV or Excel, or copy the transactions to the clipboard to paste into another app.
- Settings to Convert to OFX formatAn OFX file holds your transactions plus a few details about the whole file: the account, its type, the currency and the bank. This guide explains those settings.
- Getting started with ProperConvertThis guide walks through the whole process: open your bank file, review the transactions, convert them for your accounting app, and import the new file.
- How to use RulesRules change your transactions automatically before they are converted. You write a rule once, and ProperConvert applies it to every file you load from then on.
- Sample filesUse a sample file to try ProperConvert before you convert your own files, or to see the layout of a file the app reads well.