Transactions To OFX with Bank2OFX Mac: Convert to Importable OFX

Опубликовано: 23 Октябрь 2024
на канале: ProperSoft Inc.
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See a step-by-step tutorial at https://www.propersoft.net/howto/bank...

IMPORTANT: Bank2OFX 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.

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00:00 - Use ProperSoft Bank2OFX to convert CSV/Excel/PDF/QFX/QIF/OFX/QBO/MT940/STA to OFX and import into Xero, MS Money, or your accounting software.
00:17 - Start Bank2OFX converter and open a transaction file.
00:22 - Review transactions before converting, check that dates are correct, have the correct year, deposits, and withdrawals are in correct places.
00:30 - Set the OFX target to match your accounting software or use Regular OFX as the default setting.
00:37 - Set the Account ID (number) and the Account Type. For multiple accounts, use a different account ID for each account.
00:48 - In your accounting software, look for "Import a statement", "Upload a bank file" or similar links to upload created OFX file.