Convert PDF files with ProperSoft converters - ProperSoft

Convert PDF files with ProperSoft converters

This video is to show how to convert a PDF file.

This tutorial applies to macOS or Windows versions and applies to all products, at all Bank2 products: Bank2QBO, Bank2OFX, Bank2QFX, Bank2QIF, Bank2IIF, Bank2CSV, and PDF2 converters: PDF2QBO, PDF2QIF, PDF2CSV and so on. When you select a PDF file to be converted, the several options should be available.

Convert PDF files with ProperSoft converters Step 1: main window

So, in this case, we'll be using a sample bank statement.

Convert PDF files with ProperSoft converters Step 2: sample bank statement

This is the sample bank statement - a text-based PDF file, you will download from your bank.

Convert PDF files with ProperSoft converters Step 3: text-based PDF file

It has Deposits.

Convert PDF files with ProperSoft converters Step 4: deposits

It has Checks.

Convert PDF files with ProperSoft converters Step 5: checks

It has Withdrawals.

Convert PDF files with ProperSoft converters Step 6: withdrawals

When you open this PDF file first, look at your PDF statement and look at how transactions are parsed, check the dates are correct, the month/day/year is correct.

Convert PDF files with ProperSoft converters Step 7: dates

If you need to correct some dates, let's say if the year is incorrect - you can correct, using 'Set year' control.

Convert PDF files with ProperSoft converters Step 8: set year

Or if you have like over-year and statement: some transactions for one year, some transactions for another year, and you need to adjust this - you can select transactions for the previous year, for example, like this, and then right-click and adjust a year.

Convert PDF files with ProperSoft converters Step 9: year -

And if you have a large PDF file, you want to convert specific pages only - then you would use this panel here for different settings, such as 'Pages' from-and-to, you can select from 1 to 2, or 2 to 3 - to limit the number of pages parsed.

Convert PDF files with ProperSoft converters Step 10: pages

You can set 'PDF Password' to be reused for multiple documents, you don't have to enter it over and over, you can specify date format order if you need to ('Input Dates' option). In most cases, this is not required to be set but sometimes is required. If you have a scanned or image-based, or protected PDF file, then you would use this 'OCR' option - so the Parser first will render the PDF file as an image, then tries to read it to optical character recognition. Then, it would parse that recognized file. Or you have a file, that was partially image, partially text, and you see, it's not parsing correctly if you just parse it - the selected 'OCR' option would give you better results.

Convert PDF files with ProperSoft converters Step 11: OCR

Next to 'OCR', or used with 'OCR' - is 'Resolution'. Some PDF documents give you better results with lower resolution, some PDF documents give you better results with high resolution. So, you try for your specific situation and see what works better for you. And if you change any of these settings, then you would click the 'Apply' button to parse the PDF file.

Convert PDF files with ProperSoft converters Step 12: Resolution

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