Convert CSV, Excel, PDF, QFX, QBO, OFX, QIF, MT940, STA to CSV or Excel and import into Excel, Quickbooks Online, Xero, YNAB

This tutorial shows how to use the Bank2CSV utility. IMPORTANT: Bank2CSV is now replaced with the Transactions app, which converts from more formats and converts to more formats.

Step by step instructions

You can download Bank2CSV at https://www.propersoft.net/products/bank2csv

Click the ''Download'' button.

Bank2CSV Step 1: Download

And then select Windows or macOS version to download.

Bank2CSV Step 2: Windows or macOS version

Once downloaded and installed, start Bank2CSV. Read the welcome message that provides the main points about the conversion process.

Bank2CSV Step 3: Welcome message

Select a file with transactions that you would like to convert. It could be a PDF bank or credit card statement, QIF, or QMTF file exported from Quicken or other accounting software, OFX, QFX, QBO, QIF, STA, or MT940 file downloaded from online banking.

Bank2CSV Step 4: Select a file

Review transactions before converting, make sure dates are correct, expenses are negative and payments to the account are positive.

Bank2CSV Step 5: Select a file

Select the CSV target depending on which accounting software you need to import the converted file. We will select Regular CSV, Quickbooks Online, and Xero as three examples. Depending on the selected target different columns are exported.

Bank2CSV Step 6: CSV target

Set the “Open after save” checkbox if you would like the software installed on your computer to open the created CSV file. If you have Excel installed, it would be Excel to open the CSV file.

Bank2CSV Step 7: Open after save

Click the ''Convert'' button.

Bank2CSV Step 8: Convert button

And confirm the filename and the file location.

Bank2CSV Step 9: Filename and the file location

For CSV Target "Regular CSV" the converter exports all columns you see.

Bank2CSV Step 10: Regular CSV export

For CSV Target "Quickbooks online" the converter exports Date, Description, Amount.

Bank2CSV Step 11: Quickbooks online export

For CSV Xero, the converter exports more columns: Date, Amount, Payee, Description, Reference, Check Number.

Bank2CSV Step 12: Xero export

This tutorial is for the latest Bank2CSV version. If you are still using version 3 and looking for the tutorial, please use this tutorial.

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