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.
And then select Windows or macOS version to download.
Once downloaded and installed, start Bank2CSV. Read the welcome message that provides the main points about the conversion process.
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.
Review transactions before converting, make sure dates are correct, expenses are negative and payments to the account are positive.
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.
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.
Click the ''Convert'' button.
And confirm the filename and the file location.
For CSV Target "Regular CSV" the converter exports all columns you see.
For CSV Target "Quickbooks online" the converter exports Date, Description, Amount.
For CSV Xero, the converter exports more columns: Date, Amount, Payee, Description, Reference, Check Number.
This tutorial is for the latest Bank2CSV version. If you are still using version 3 and looking for the tutorial, please use this tutorial.
