• Used by many accountants, accounting professionals, CPAs, QuickBooks Pro Advisors, bookkeepers (see the testimonials)

Extract transactions from many financial formats

Convert from many formats with transactions

Convert from CSV, Excel, TXT, PDF (text and scan), OFX, QFX, QBO, QIF/QMTF, MT940/STA:

• Downloaded from your online banking
• Exported from your existing accounting software
• Received from your clients (downloaded from their online banking or printed and scanned)
• Use the ProperConvert app to view and convert from and to multiple formats
• Export as CSV and work on your transactions in Excel before converting to a final format
• Converting one or multiple statements (combine or keep separate)
• Use advance renaming rules to adjust payee names, categories (expense/income accounts) or assign categories based on payee names
• Automatically determine your document setting for number and date formats
• Exclude or edit any transaction during conversion

Convert to formats ready for import into Quickbooks (Desktop and Online)

Import into QuickBooks 2020-2023 and Quickbooks Online through the QBO format or all QuickBooks Desktop versions through the IIF format
For general journal entries, convert to QBJ or IIF format (General Journal Entries mode)

• When your bank does not support (or no longer supports) Quickbooks, convert to QBO format and import as regular direct transaction download with Bank Feeds features, existing renaming rules and your existing bookkeeping workflow
• When your Quickbooks version is discontinued, convert to IIF format and import directly into register using advanced renaming features right in the converter
• Enter your Journal Entries quickly in Excel or export from the database handling your business, and convert to General Entry files (QBJ) and import into Quickbooks with full audit trial
• Make incorrect transaction files from your bank importable into Quickbooks
• Read more about Quickbooks formats

Make your files Quicken friendly

Import into Quicken for Windows as QIF format and Quicken for Windows and macOS as QFX (Web Connect)
Keep using your Quicken version by converting to QIF format

• Use the ProperConvert app for all required formats
• Prepare checks to print in Excel and quickly convert and import into Quicken and print
• Make incorrect bank or credit card transaction files importable into Quicken
• Using Quicken for 2007 for Mac? Make your files importable into this personal finance software
• Read more about Quicken formats

Convert to formats compatible with Xero, Sage, Wave and others

Many cloud apps import directly from bank accounts, but not every bank
Use the converter and make your file importable
Most of accounting and personal finance cloud apps import OFX
Some imports CSV as well
See below or check the cloud app you use which format they prefer to import
Search your accounting software documentation for things like "how to import a bank statement in [Xero, FreeAgent, etc]" to confirm which file format these services import