Bank2CSV (macOS): Convert CSV/Excel/PDF/QFX/QIF/OFX/QBO/MT940/STA to CSV
See a step-by-step tutorial at https://www.propersoft.net/howto/bank...
This tutorial shows how to convert a transaction file to CSV/Excel format. We will use Bank2CSV utility. IMPORTANT: Bank2CSV is discontinued and replaced with a new Transactions app (https://www.propersoft.net/products/t..., that converts from more formats and converts to more formats.
00:00 - Download Bank2CSV
00:16 - Start Bank2CSV and select a file with transactions
00:33 - Review transactions before converting
00:41 - Set the CSV Target
01:33 - 'Open after save' option
01:48 - Convert to CSV file
01:57 - Review created CSV file
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Step by step instructions for macOS:
Use ProperSoft Bank2CSV to convert CSV/Excel/PDF/QFX/QIF/QBO/OFX/MT940/STA files to CSV/Excel format and import into Excel, QB Online, Xero, YNAB. Download it and make sure you are using the latest version of the Bank2CSV.
Start Bank2CSV and select the transaction file (it could be QBO file, OFX file, QFX file, QIF file, PDF file, MT940 file, or STA).
Review transactions before converting, check that dates are correct, have the correct year, amount, withdrawals, and deposits are shown in corresponding columns.
Choose the CSV Target: Regular CSV, XLSX Excel, XLS Excel, CSV Quickbooks Online, CSV Xero.
Set 'Open after save' to open application handling converted files to start import right after the conversion.
Click the 'Convert' button, choose a name for your CSV/Excel file.
Confirm the file name and location.
Now the CSV file is created.
Review created CSV file and import it into Quickbooks Online, Xero or work with the file in Excel.
If you select 'CSV Quickbooks Online' target, for example. You will have fewer columns: Date, Description, Amount added to the CSV file.