Converting transactions to CSV/Excel/TXT - ProperSoft

Converting transactions to CSV/Excel/TXT

This video shows how to convert to the CSV format. We will use Bank2QBO utility. IMPORTANT: Bank2QBO is now replaced with the Transactions app, which converts from more formats and converts to more formats.

All converters have the option to save a CSV file.

Converting transactions to CSV, Excel, TXT Step 1: main window

Bank2QBO converter can convert to the QBO file and the CSV file.

Converting transactions to CSV, Excel, TXT Step 2: to QBO or to CSV

There are different CSV options, called CSV Target.

Converting transactions to CSV, Excel, TXT Step 3: CSV Target

It could be:

Converting transactions to CSV, Excel, TXT Step 34: columns

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