What does Statement Converter do?
Statement Converter will quickly and easily import your credit card or bank account statement from Excel or CSV format into QuickBooks, saving you time, tedious data entry and preventing mistakes.
Just download your monthly statement, run the program to create a QuickBooks .IIF file, and import it.
It's super quick and easy to use!
Extremely fast — Processes a typical statement in less than one second.
Easy to use — No special knowledge necessary.
Easy to install — Step-by-step instructions with screenshots.
Source code available — You have control over the program and can modify it.
Customization available — You can do it or I can do it for you for a reasonable fee.
Safe to use — The converter reads your downloaded statement file and generates a separate file readable by QuickBooks; it does not modify your original file.
The program is super affordable. For a nominal cost, save yourself or your staff countless hours of tedious, boring data entry and eliminate mistakes.
- Most converters without source code are just $19.95 USD.
- Most converters with complete source code are just $199.95.
Do you need the source code? No. Why would you want it? To customize (re-program) the software (you need to know programming — see Modifying the Software, below).
Love it or get a full refund. That's it. (Source code orders and customized versions are non-refundable).
To use Statement Converter, you need the following THREE items:
- Your bank account or credit card statement in CSV or Excel format (not PDF, QIF, QBO). If you have PDF files, see the next section, below.
- QuickBooks for Windows 99 ~ 2014, QuickBooks Enterprise through 14.0, or QuickBooks Mac 2004 ~ 2014. U.S., Canadian, Australian and UK versions of QuickBooks are supported. Some features require QuickBooks version years 2007 and higher or Enterprise 7.0 and higher. Does not work with QuickBooks Online.
- Microsoft Excel:
If you have a version other than listed above, request a sample converted file so that you can do a test import before ordering.
- For Windows, any full version of Excel should work (not Starter).
- For Mac, Excel 2011 or later (not 2004, 2008).
NOT COMPATIBLE WITH:
- QuickBooks Online, Simple Start (they cannot import transactions)
- Excel for Mac 2004, 2008 (issues with VBA)
- Excel Starter (it does not allow Add-ins)
- OpenOffice (it does not have VBA)
- Account statements in PDF/QIF/QBO format (Statement Converter requires CSV/Excel files). If you have PDFs, see the next section, below.
- Multiple/Foreign currencies. For a workaround, please see: Working with Multiple Currencies
If you have PDF files...
Statement Converter will not process PDF files, so first you must convert your PDFs to .CSV or Excel format and then arrange the data in the specific format required by Statement Converter. You can do this yourself or you may use my Conversion Service.
In other words, you or I can extract your data and format it and then Statement Converter can process it. Please see my Conversion Service for pricing/details.
How to Buy
To purchase: Select the issuer of your statement, the type of statement you want to convert / import, and whether or not you want source code, then make payment by PayPal using the "Add to cart" link.
- Don't see your statement type? Email a sample statement file and I'll let you know if it can be added. 99.9% can be added!
- You do not need the source code unless you want to modify the software. See: Modifying the Software
- Credit card and bank account transactions are processed differently by QuickBooks — a separate converter is needed for each type of account.
- Don't want to do this yourself? Get it done quickly and affordably using my Conversion Service.
|To order, select 1 and 2 and 3:|
|1. Issuer of the bank/credit card statement||2. Statement type||3. Source code option|
|Amazon.com||credit card||select "Chase credit card" converter|
|Amegy Bank||bank account|
|American Eagle Credit Union||bank account|
|American Express||credit card|
|American Savings Bank||bank account|
|Associated Bank||credit card|
|Banca Sella||bank account|
|Banca Sella||credit card|
|Banco Popular de PR||bank account|
|Bank of Albuquerque||bank account|
|BBVA Compass||bank account|
|Bank of America||bank account|
|Bank of America||credit card|
|Bank of Hawaii||bank account|
|Bank of Marin||bank account|
|Bank of North Georgia||bank account|
|Bank of Scotland||bank account|
|Bank Windhoek||bank account|
|Black Hills CU||bank account|
|Branch Banking and Trust||bank account|
|Branch Banking and Trust||credit card|
|Butterfield Bank (Cayman Islands)||bank account|
|Cabelas Club||credit card|
|California Coast CU||bank account||Coming soon|
|Citizens Natl Bank of St. Louis||bank account|
|Colonial Bank||bank account|
|Columbus Bank and Trust||credit card|
|Comerica Bank||bank account|
|Elan Financial||credit card|
|FIA Card Services (Fidelity) AmEx||credit card|
|Fifth Third Bank||bank account|
|Fifth Third Bank||credit card|
|FirstCaribbean International Bank||bank account|
|First Commercial Bank (Colorado/Oklahoma)||bank account|
|First Financial Bank||bank account|
|First National Bank of Gillette||bank account|
|First Security Bank of Malta||bank account|
|GenFed Financial CU||bank account|
|Goldenwest CU||bank account|
|Hawaiian Airlines||credit card|
|Heartland Payment Sys (CC deposits to bank)||bank account|
|Highlands Union Bank||bank account|
|Holyoke CU||bank account|
|Home Depot||credit card|
|Horizons North CU||bank account|
|HSBC American Express||credit card|
|HSBC (UK)||bank account|
|Independent Bank (Michigan)||bank account|
|Indiana University CU||bank account|
|Infinisource Payroll||bank account|
|Less Accounting||bank account|
|Lloyds TSB||bank account|
|Los Angeles FCU||bank account|
|Los Angeles Police FCU||bank account|
|M&T Bank||bank account|
|Merrill Lynch||bank account|
|Michigan State Univ FCU||bank account|
|Midwest Community FCU||bank account|
|Mint accounting||bank account|
|Mint accounting||credit card|
|MX Merchant||bank account|
|National Bank of Arizona||bank account|
|National Bank of New Zealand||bank account|
|National Bank of New Zealand||credit card|
|NatWest Bank (National Westminster)||bank account|
|Neat Receipts||credit card|
|Neighbors CU||bank account|
|North Community Bank||credit card|
|Northern Trust||bank account|
|Patelco CU||bank account|
|PNC Bank||bank account|
|Provident CU||bank account|
|Regions Bank||bank account|
|Royal Bank of Canada||credit card|
|Sabadell United||bank account|
|Seacoast National Bank||bank account|
|Shipbuilders Credit Union||bank account|
|Silicon Valley Bank||credit card|
|Societe Generale||bank account|
|State Bank of Southern Utah||bank account||Coming soon|
|Sterling Savings||bank account|
|Standard Bank of South Africa||bank account|
|Standard Bank of South Africa||credit card|
|SunTrust Bank||bank account|
|Taupa Credit Union||bank account|
|TD Bank||credit card|
|TD Ameritrade||bank account|
|The Coastal Bank||bank account|
|TruWest Credit Union||bank account|
|UMB Card Services||credit card|
|Union Bank||bank account|
|University of Iowa CU||bank account|
|US Bank||bank account|
|US Bank||credit card|
|Valley First CU||bank account|
|Western Cooperative CU||bank account|
|Wells Fargo||bank account|
|Wells Fargo||credit card|
|Wilmington Trust||bank account|
|Wright Express||credit card|
|X-Charge to bank account||bank account|
|Statement Converter GSF info...||bank account|
|Statement Converter GSF info...||credit card|
|All logos are trademarks belonging to their respective owners and are used here for identification only; no endorsement is implied.|
- Emailed, not downloaded: Each order is currently prepared individually, so after payment is received your software will be emailed to you (not a download).
- Trial Version: A trial version is not available but I can send you a sample .IIF file created by Statement Converter so you can do a test import. Also, the program is satisfaction guaranteed.
- Conversion Service: Don't have the time or aptitude for doing it yourself? I can convert your data for you quickly and affordably. More info: Conversion Service.
- Source Code: You do not need the source code unless you wish to re-program the software (see Modifying the Software, below).
- Please save your payment receipt — it may be requested for purchasing source code separately, for customization requests, and extended support.
- If you have any questions, there are many answers on the Help page or please contact me.
Summary of Installation and Usage
Installing and using the software is simple and easy to do. Here is a summary of the steps. Detailed directions, complete with screenshots and step-by-step instructions are in the next section, How to Install the Program.
- To install (one-time setup):
- Open Excel and add the converter program (Time needed: a couple of minutes)
- Enter your QuickBooks account names (Time needed: a couple of minutes)
- To use (do this for each credit card or bank statement):
- Open your statement CSV file in Excel and run the converter (less than 1 minute)
- Import the converted statement into QuickBooks (less than 1 minute)
How to Install the Program
Installing the software is simple. In fact, it's going to take longer to review the steps than to actually install it.
Summary of the one-time installation:
- Open Excel and add the converter program as an "Add-in" (Time needed: about 1 minute)
- Enter your QuickBooks account names (Time needed: a couple of minutes)
Here are step-by-step instructions, with screen shots:
1. Setup QuickBooks (if needed)
If you are already tracking your credit card or bank account transactions in QuickBooks, this is step is not needed — go directly to the next step, 2. Install the Software.
If this is a credit card or bank account you haven't already setup in QuickBooks, you need to do this simple setup: SETUP QUICKBOOKS
2. Install the Software
Installing the converter on your computer is easy. Here's how: VIDEO below or STEP-BY-STEP with screenshots, for various versions of Excel
3. Configure Your QuickBooks Settings
After installing the software, it's recommended to configure it with your QuickBooks settings. It's easy. Here's how: CONFIGURE YOUR QUICKBOOKS SETTINGS
How to Use the Program
Using the software is very simple, fast, and easy to do. Seriously, it'll take longer to read this than to actually use it.
- Open your downloaded account statement in Excel and run the converter (less than 1 minute)
- Import the converted statement into QuickBooks (less than 1 minute)
Here are step-by-step instructions, with screen shots:
1. Download Your Statements
Download your account statement from your bank/card issuer. Here's how: DOWNLOAD YOUR STATEMENTS
2. Convert Your Statements
Convert your account statement to the QuickBooks format. Here's how: CONVERT YOUR STATEMENTS
3. Import Your Data into QuickBooks
Now that your statements are in the QuickBooks format, it's a snap to get your data into QuickBooks. Here's how: IMPORT YOUR DATA INTO QUICKBOOKS
Adjusting the Conversion
To adjust how the converter processes your statements, there are many options you can set. See the complete list, with examples and various "How do I...?" and "Can I...?" scenarios, here: CONFIGURATION SETTINGS.
PDF to QuickBooks Conversion Service
If you have PDF files to import into QuickBooks, there are three steps to complete:
- Extract the data into Excel, then
- Manipulate the data into a Statement Converter-compatible layout, then
- Use Statement Converter to convert the data into QuickBooks format
You can do all of these steps yourself or use my Conversion Service. Quick turnaround at an affordable cost, plus you don't have to buy any software. For information, pricing and a free quote, please see my PDF to QuickBooks Conversion Service
Let me tell you, the converted bank statement import has saved me a ton of time! You made my life so much easier with this service. I would probably still be loading data, if it wasn't for you. The process was wonderful. Quick, efficient and effective. The price/value I believe is fair. Thank you for making my life easier. — Michelle Leonard
Modifying the Software
If you wish to customize the program to suit your specific needs, you may buy the source code and modify it yourself or I can customize it for you for a fee. I recommend you buy the program first and then purchase the source code later, if desired.
The program is written in Visual Basic for Applications and the source code is heavily commented (nearly line by line) so that you may easily understand the logic and modify it as desired. A good knowledge of programming, Visual Basic, Excel and the Intuit Interchange Format are required.
A signed license agreement is required to receive the source code. You may request the agreement before ordering or, if you order first, it will be sent to you when your order is received. Source code purchases are non-refundable and support for the source code is a fee service.
Converter/Importers for Other Statement Formats
The converter can be readily adapted to other formats. If your type is not listed above in "How to Buy," email a sample statement file and I'll let you know if it can be added. In your sample data, please include both debit and credit transactions, if possible (i.e. checks and deposits for a bank account; charges, payments, and refunds for a credit card account). When emailing a sample, you may remove sensitive data if you wish, but don't alter the layout whatsoever (don't add or remove any columns or rows).
QuickBooks processes credit cards and bank statements differently, so a separate converter is required for each format even if the statements are from the same bank.
Support and Service / Contact
Questions, Answers, Info and Tips
- General questions and answers, handy tips and technical info are here: KNOWLEDGEBASE
- If you don't see your answer, ASK A QUESTION / REQUEST SUPPORT
- View your previous questions and answers here: VIEW MY EXISTING QUESTIONS / REQUESTS
Free support is provided by email. The software is intended to be easy so you won't need support but if you need to get started "NOW!" or just don't like instructions, consider Quick Start support which includes remote access (see next item, below).
Quick Start support
Support by email is free, but sometimes a hands-on, remote session with an expert is the most effective way to get to work quickly. With a Quick Start support session, I will be able to see your computer and guide you through any questions, including installation and setup, provide insight into how the program works and offer suggestions on how to best use it for your situation, saving you valuable time and effort, especially if you're one of those "I need it NOW!" types who doesn't like instructions (or even computers for that matter :-). Upon receiving your order for Quick Start support, I will contact you to arrange a convenient time for a session. To order, select Quick Start from the ordering menu, above.
Updates are free for one year after purchase. After one year, there is a small fee, typically 50% of the current price.
Exciting, not Frightening
I can't say enough good stuff about Steve and his converter. It's quick, straight-forward, and now my downloaded QB statements aren't so frightening. Thank you SO much, Steve!
Cliff, only horror movies and skydiving should be frightening, not QuickBooks. —Steve
A Tailor-made Charmer
Many thanks to the Quickbooks community to have mentioned Steve Rumberg's converter. It works like a charm. I sent Steve the format of my bank statements, and he tailor-made a converter for me. I later needed to make a minor change and Steve was kind enough to make the change for me without charging more. Awesome customer service! Steve's converter is truly a gem — very easy to use, and very affordable! Thank you, Steve.
thanks and regards, Quyen
Quyen, I'm glad to be of help and I enjoyed working with you. —Steve
Steve, I don't often find people or companies who are service focused, but you have clearly demonstrated your commitment to quality, as stated on your website. I was pleasantly surprised that when I had questions about your program, you responded to my email within minutes, and immediately responded to each of my responses. Thank you for setting such a high quality standard. I would not hesitate to purchase another of your solutions.
Heather, Greenman Construction
Thank you for the kind words, Heather, I'm happy to surprise you :-) —Steve
I just tried it, Steve, and everything looks to be working great. Thank you VERY much for your help, and if you need anyone to write a good review for your product, I'd be happy to do so. Many thanks!
You are quite welcome. I'll let you know if I need a good review. Oh, wait — there it is, just above! —Steve
The converter works great and is exactly what I wanted. The download and installment instructions were step by step and easy to understand. The program saves me a lot of time. I am able to manipulate the data in excel and upload it to Quickbooks within in minutes. Fast and easy and accurate! I highly recommend this converter to anyone who is looking to save time. Thank you Steve for have this program available.
Sounds like Statement Converter hit the mark. Thanks for the feedback, Ilona! —Steve
Awesome Customer Service!
A huge THANK YOU for your dedication and awesome service. Both the Bank Statement converter (bought 2 months ago) and the Credit Card Statement Converter (bought yesterday) work like a charm — as if there is a magic wand. I am particular grateful for the care that you showed in addressing my needs and keeping the cost down for me (even if it means you get paid less). You go about serving customers with the utmost integrity, and you have won my trust completely. Thanks a million.
My dad is an amateur magician, so I borrowed his magic wand and included some "abracadabra" in the program. Glad you noticed :-)
Grace, Speed and Efficiency
It is not often, in this day & age, to find such dedicated customer service. Steve has customised the importation of my Bank & Credit Card statements into Quickbooks with grace, speed & efficiency. I commend this service to anyone wishing to streamline their accounting systems.
Dip Arch(Hons) RIBA, MIA, Pr. Arch, CIA, Pr. CPM
Andrew, it was a pleasure working with you. Next, I'm developing a program to convert professional designations into plain English :-)
More than worth it
It works with my QuickBooks Pro 2003! Thank you very much for the converter. You saved me a lot of a lot of typing and potential errors and have already more than earned the nominal fee you charged. Thanks again.
Steven Judelson, Amagansett Sea Salt Co.
Easier than QuickBooks' own credit card import
I was hesitant at first because seemed like it would be a lot of work, but its amazing actually how much easier it is after you get it setup than the native credit card transaction import of Quickbooks 2008, which Intuit stopped supporting. That situation left me with either having to upgrade to latest or finding another solution. Didn't like those tactics of Intuit so I found the other solution here and it works very well. Thanks again for your help.
That’s a good point: easier and no need to upgrade. It’s nice when that happens. —Steve
Making life easier
The Home Depot Converter has made my accounting so much easier! When I first downloaded the program, I had a little trouble getting it to work on my computer; most likely due to the fact that my computer is so old. Steve helped me get the program to work seamlessly. Thanks!
Statement Converter and I are glad to be of help! —Steve
Rejoicing over it!
Procrastinators rejoice! With the end of another tax year approaching, Statement Converter will let you burn through the past year’s worth of credit card and bank statement in record time. I wish I had looked for a tool like this year’s ago.
Steve answered every question I asked within hours, and some within minutes of my emailing him. I was able to have Statement Converter up and running and go through several month’s worth of statements in a single evening. Using this tool going forward will save me hours of drudgery.
The holidays, family and now Statement Converter -- all reasons to rejoice! Thanks, Ali :-) —Steve
Exactly as promised
Thanks so much for your help and great product!! The program works exactly like you said it would. I am savings hours of time.
Warner Insurance Agency
That’s what I love to hear. You’re welcome! —Steve
Best Result at the Lowest Cost
Three months ago, I encountered a situation where I had to import Excel / CVS files for an oil company. After spending over $2,500 on Quickbooks Enterprise, Intuit could not help me with importing any of the historical Excel / CVS data. We purchased a $99.00 3rd party conversion tool, which was a massive headache and the company provided no support, not to mention it only imported 70% of the transactions, the rest having to be entered manually. Steve Rumberg, from Statement Converter, provided a custom solution which worked for 100% of the transactions. I just wish I'd found Statement Converter earlier!
Frank Anthony (Military | Civilian | Corporate Tech Consultant)
100% success and the lowest cost. Is this a "no brainer" or what? —Steve
I used this to enter my CC splits. Worked great. Instructions are easy to follow.
Happy New Year, Mark
Well, I don’t recommend that men do the splits, but I’m glad that Statement Converter worked well for you. Happy New Year! —Steve
I can't tell you how THRILLED I am to have found Steve Rumberg and his Statement Converter. I have been trying to convert csv files to iif for YEARS and could not get any of the other programs or processes to work for me. Steve is nothing short of brilliant. He is completely committed to making his program work for everyone that wants it, and he goes above and beyond the call of duty to make sure that happens. I had heard he provided great customer service, but this was nothing short of amazing. He's brilliant. I highly recommend both Steve and his Statement Converter! Thank you Steve!
Kate D., sleepygoat farm and cheese
Thank you, Kate — you were nice to work with. Now, if I could just get my wife to say these things about me... :-) —Steve
I just wanted to thank you so much for your great product. I love the VENDOR file where I can enter abbreviations and automatically classify the vendor to the proper account.
Great job !!!!
Stewart Oberman, KIS Computing
Hey, Stew, that’s nice hear. I appreciate the feedback! —Steve
I recently began using Quickbooks and found that the credit card used by my company does not download to Quickbooks as most do. I didn't know what to do because I certainly did not want to manually enter all of the transactions.
I looked on the internet and found the converter by Steve Rumberg. I purchased it for a very nominal fee. Steve’s instructions on the internet are very easy to understand and when I had other questions Steve was very quick to email me with easy to understand explanations.
I would highly recommend this converter for Quickbooks.
Thank you for the nice feedback, Karen. —Steve
Amazing Life Saver
This utility is amazing and if you don't see your banking institution listed, just ask the developer for a custom converter. What a life saver and I no longer need to spend hours entering transactions!!
Please save yourself the trouble of searching the internet for free utilities because this one just works for Windows and Mac!!!!
Thanks again Steve.
Saving lives is a recently added feature -- I’m glad it’s working! —Steve
Another life saved
Having your software to import ALL the transactions was a lifesaver.
Eli T., Director/Editor
Now that’s two lives saved. Folks, please don’t call me a hero, I’m just trying to help. —Steve
Yea! I converted January’s statement and posted it. Wow, I am so very happy. Thank you again.
I’m happy that you’re happy. You’re welcome! —Steve
When I needed a statement converter, I searched google and found this site. It was a leap of faith at the time because it’s hard to differentiate one converter from the next. Now that I have purchased this one, I am so glad I did because I learned what the difference is: service.
My statements were from a unique type of account and, initially, the converter did not recognize it. After emailing, Steve was amazingly helpful. On several occasions Steve was kind enough to remotely work on installing and adjusting the program to suit my needs and ultimately custom built me a version to meet my needs. He went well-beyond any reasonable expectations for customer service and really saved the day for me.
I can’t recommend this product and service enough.
Unreasonably good customer service: why is that unusual these days? —Steve
Fantastic Tool! This converter worked wonderfully to convert all my historical data (1000’s of transactions) from a web-hosted accounting service into Quickbooks transactions. It was so worth the purchase! It saved me so much time. I recommend it to anyone that needs to convert data to a Quickbooks format. Thank you very much!
Did the Job Beautifully
Great application! I purchased this package to import banking transaction data into Quickbooks Pro 2000 and found that it did the job beautifully. I had some small setup problems due to my conversion file format, but Steve solved my problems within a few minutes and I was able to import 400+ transactions in no time at all... Thanks to Steve for both the application and the great support!
Beautiful things can come in small packages :-) Steve
Steve, your statement converter is THE ANSWER I've been looking for!! I just knew there had to be a fast, easy way to keep up with my Quickbooks, and your converter is IT! I can now do in a few MINUTES what once took me HOURS to do. I also must say that I have never experienced better customer service in my life! I highly recommend you and your product to ANYONE who wants to make their life easier by spending LESS time doing grunt work and MORE time doing things they truly love and enjoy. Thank you, thank you, thank you!
You are welcome, welcome, welcome! And, thank you for your second order! — Steve
My company recently signed up for an American Express Corporate card that only offers PDFs and Excel spreadsheet statement downloads and we needed an efficient and easy way to enter all of our many charges into QuickBooks rather than wasting time manually entering each charge ourselves.
Steve helped me over the span of a week to customize the converter to our particular statement, and it works perfectly. Absolutely love this converter and truly appreciate the quick response time and help from Steve to make sure it would work for our needs!
Ain't love grand?! — Steve
Saved TONS of Time
Credit Card Converter worked great.
Saving me TONS of time - thanks very much.
Just purchased the Chase Bank Acct Converter as well.
Thank you again
Sounds like a great WEIGHT off your shoulders :-) Steve
Taxes Done on Time
Just wanted to say thank you for spending the time to help me transfer the file into my Quickbooks. Everything transferred nicely. Your customer service and professionalism surpassed anything I could have hoped for. Now I can get my taxes done on time :)
I'm glad to make tax time less taxing! — Steve
I Shouldn’t Tell You This But...
Steve, I've been meaning to take a moment to thank you for providing an excellent product. We really needed exactly what only you provide, I'm very grateful to you for the ease of use, the extensive online instructions, and your prompt follow-up and customization. I probably shouldn't tell you - but you could be charging so much more! Anyway, thanks again.
You're welcome. I lose money on every sale, but I make it up on volume :-) Steve
I'm speechless! I greatly appreciate all your help and dedication! I was ready to call it quits because something wasn't working right, but I was so impressed with the excellent customer service you provided to fix the files that somehow had gotten corrupted. Thank you so much, Steve! You are a hero. You've saved me from months of data entry! Cannot wait to send my friends over! :)
Liz G., Lizbeth Geary Photography
>> I'm looking forward to meeting your friends, I just hope they call first! — Steve
Steve, thank you so much for taking the time and energy to make sure I felt 100% confident in what I was doing. It's rare to find someone truly dedicated to their customers and the quality of their products. Not only did you ensure a symbiotic relationship between the converter and Quickbooks, you also saved me hours and hours of manually importing data.
You are one of a kind. Thank you!
I see your data and QuickBooks holding hands, walking the beach as the sun sets... ahh, symbiosis!
You're for real!
Steve, I needed an easy way to import statements from Merrill Lynch into Quickbooks, but Merrill Lynch does not provide the functionality on their website. I Googled for solutions and found your site. So often it seems as if there are no real people behind internet commerce, but I was pleasantly surprised to find that someone is indeed there! You were fast and responsive and even customized a solution for me. I highly recommend your converters and services to anyone who is looking for an easy way to get data into Quickbooks.
Elizabeth Waldorf, Accounting
Monte Zucker Photographic Education
I am a real person. I am not a robot. I am not a robot. I am not a ....
Saved from Horribleness
Hi Steve, thanks for the awesome customer service and excellent product! You've saved me hundreds of horrible hours at my desk!
Chief Operating Officer
So, that leaves just the good hours at your desk :-)
Just imported a couple hundred transactions....LOVE IT!!
Thanks for all your help, and your instructions online are great. I’ve implemented a bunch of the optional settings and it’s going to make life a lot easier!
I love to hear it. Thanks for the feedback! — Steve
Steve wrote a custom converter which has enabled me to quickly import my credit card transactions into Quickbooks. It is an invaluable tool that has automated one of the most tedious, and thereby most often neglected, aspects of my data entry. Steve followed up quickly with tweaks needed specifically for my application, and I highly recommend his work to anyone in need of such a product.
Dr. Roland D. Dowdy, III,
Camp Holly Springs, Inc.
Invalid = not valid but Invaluable = extremely valuable. I taught in Japan and Switzerland for four years and had to explain this. I think they are still scratching their heads over it! — Steve
Both your customer service and your program are a complete touchdown! Thanks so much for saving us so much time on these conversions as entering this much data manually would take far more time. Also, I appreciate your help with the custom "tweaking" of the program to fit our needs. The price you charged to do that was VERY reasonable and it much appreciated!
Statement Converter is at the 30, the 20, the 10... he scores! Statement Converter saves the day! The crowd goes wild!
Works for Blondes
Steve's Statement Converter has taken me away from hours of data entry in front of a computer screen sitting in my office chair to hours of R&R beside my pool in my chaise lounge!!! His heart must be in helping others because I don't believe he's charging enough!!! He's went out of his way to help me and even got "Blonde-rooted" me up and running in no time!!! :)
Lisa added that her husband tells her, "You ain't the britest crayon in the box, but you're definately the purdiest" (I really cannot add any comment to this; when you're married you learn when to keep quiet!)
Back in Control
The "Statement Converter" program has made transferring my credit card transactions into QuickBooks possible. Any questions I had to get the program working were answered timely and patiently by Steve. It has helped me to get control over my expenses and save me time. This is really important to me as a small business owner. Thanks!
My program works for all business owners, regardless of height. — Steve
The converter is very simple to use and provides a reasonable alternative to the expensive monthly fees charged by the banks. It also provides a great way to be able to import other bank info into QB. I received the download email right away and was using it within a very short period. The installation and use information is excellent, it is laid out in a very intuitive "use what you need" format that flows very well. I highly recommend this product.
Now if I could only conquer QB...
QuickBooks users unite! We shall conquer QB or die trying! — Steve
Whoah! Just Saved $680!
My accountant said he would import my data into quickbooks at $175 per hour and he would cap it at 4 hours. Whoah! Then I found Statement Converter for $20. Yes, it takes time to acclimate yourself to the product but first and foremost Steve’s help and FAQ quote is very well written. I tested many times without problems but QuickBooks did complain about a few lines. All-in-all, I spent about one hour solving issues and was so pleased to watch 876 transactions get imported into Quickbooks with memos. Yes, I tipped Steve via Paypal!
Darrell Catmull, Destiny Real Estate
Whoah! That's a nice savings, cowboy! — Steve
Best Tutorial Ever
I worked in software for a baker’s dozen years before moving to Publishing (and I still do some consulting.) Your tutorial is the best and most comprehensive I have ever encountered. I just worked my way up through the "small sample set of data" test and everything went very smoothly. In fact, I have to say that this is the FIRST thing since I started trying to set my books up in Quickbooks that has gone more easily than expected. (Though I shouldn’t discount finding a parking spot directly in front of my accountant’s office in Seattle.)
Shasta Willson, Author/Publisher
I knew someone would eventually appreciate the effort. Thanks! — Steve
Slickest Thing Since Sliced Bread
The Statement Converter is the slickest thing since sliced bread. I was somewhat confused as I wanted to have my statements organized prior to importing into QuickBooks. I opted for the "Quick Start" phone assistance from Steve. We scheduled a time and he patiently spent well over an hour to get it perfect. Steve wouldn't let me off of the phone until it worked perfect. He even showed me a few tricks in QuickBooks. Money well spent. I would highly recommend this service.
Jeff Kermath, Saline MI
Darn you, Sliced Bread — you've taken top ranking from me! — Steve
Impressed and Happy
I had purchased the Home Depot Statement converter and I was pretty satisfied with the program, but I wanted to capture more information, specifically the "Store Location/Description." I asked if there was a way to do this and was told that my current version did not support it, but that they would update the converter to do this, and they did it in 2 days. WOW, now I am impressed and very happy with the product. Way to go, and thanks.
Oh, and our annual convention is coming up the end of the month and I will pass this on to other owners.
Glenn Garvey, Handyman Matters
I'm happy that you're impressed. You're welcome! — Steve
Better Than Direct Import
Just wanted to say thanks for the program. I set the config file to my needs and it works great. I
actually prefer to use this method as opposed to importing in directly from the bank.
I like to code, too, and it's not too often that someone appreciates all the hard work and late hours on the keyboard. Thanks again.
Maybe Intuit will replace QuickBooks' "Online Banking" function with "Statement Converter" :-) — Steve
Thanks for the follow-up. I’ve already installed it, run some conversions, and pulled them into QB, so everything is good.
Thanks for making this available, otherwise I was going to be up for a long bout in Excel figuring out how to generate IIF files. Ugh!
Welcome to the no "ugh" method — Steve
Thanks for the help – and for being a conversion nut that wants to help other people who really hate to type in data. I had been paying a bookkeeper to do manual data entry and now I can do this myself, which is way cool...
See folks, accounting can be cool, too!
Help Others Know about Statement Converter
Please help me spread the word that Statement Converter exists. Post a link to StatementConverter.com on blogs, forums, help pages, and let your friends and colleagues who use QuickBooks know about it, too. Your bookkeeper/accountant definitely will thank you for letting them know about it. The more support I get, the more features and continuing upgrades I can provide to you.
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