Selecting a file to convert - ProperSoft

Selecting a file to convert

This video shows how to select files for the conversion.

When you start any converter for the first time, it will open the file selection window automatically and say: "Please select a bank file to convert". So, it will remember the last folder you used to select the file and it for the first time it will be the 'Downloads' folder. And, in this case, we are selecting the sample-bank-statement.pdf.

Selecting a file to convert Step 1: select a bank file to convert

Depending on the converter you will see different files, listed here, some converters, like Bank2, convert all kind of formats: CSV, OFX, QIF, QFX, PDF, TXT, and you can select all of them, but some converters, like PDF2QBO - you will see only PDF files listed. So, only applicable formats are listed. You can select multiple files, using the 'Ctrl' button and on Windows and the 'Comment' button on the macOS. You can click the first one, then hold the 'Comment' or 'Ctrl' button and click the second one, and this way you can load multiple files. When you open it - it will load both files together.

Selecting a file to convert Step 2: multiple files

This is useful when you have files similar structure and they are for several months, so, you can convert, let's say, one year of data in one shot.

Selecting a file to convert Step 3: main page

When you want to load another file again, you have to click the 'Browse' button.

Selecting a file to convert Step 4: browse

And the 'Browse' button returns back to file selection form, and, in this case, we can select one file and walk with it. Let's say, we want to select a PDF file.

Selecting a file to convert Step 5: select a PDF file

There is an option to 'Paste' from Excel and other spreadsheet software. What you can do? If you have a table, like data in Excel, then you can edit data in Excel and select that range, copy it, and then click 'Paste' here to paste data.

Selecting a file to convert Step 6: paste

There is another option. Let's say we want to use a sample-bank-statement-xero.csv file.

Selecting a file to convert Step 7: sample-bank-statement-xero

You can see this file clear on 'Source'. What you can do?

Selecting a file to convert Step 8: Source

You can technically edit this file, any way you like, and then you select everything, copy - 'Ctrl-C', then you click 'Paste'.

Selecting a file to convert Step 9: Select file

And then you see, that this amount was updated - this is another way to quickly edit the file or reload the file with changed values.

Selecting a file to convert Step 10: Amount updated

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