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» Category: Configuring / Customizing the Converter  (Go back)

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The "Generic" converters for Banking and Credit card transactions Article rated 3.3/5.0
Statement Converter has "generic" converters which are not specific to any particular bank or credit card format. Generally, it is best to use a bank-specific converter because those converters inclu...
The "Generic" converter for Invoices Article rated 3.2/5.0
About the "generic" converter for importing transactions to be posted as Invoices  (not banking or credit card transactions).   1. DATA LAYOUT Your data to be converted is expected in the...
The "Amazon Local Register" converter Article rated 3.0/5.0
This is a special converter with unique settings.  Please refer to the attached "Setup Instructions" and start a support ticket if you have any questions -- I will be happy to help you.
How to specify account NUMBERS instead of NAMES Article rated 3.2/5.0
You may specify your QuickBooks account number instead of the name for any account. For example, you may specify bank account "10100" instead of "My checking" or expense account "1234" instead o...
How to enter Sub-accounts Article rated 3.1/5.0
Enter sub-accounts as: parent-account:sub-account:sub-account (account names separated by a colon, no spaces allowed around the colon) Example: You have a parent account 2100 Credit cards and your VI...
Separating personal and business account statements Article rated 3.1/5.0
You may keep statements for business and personal accounts physically separate on your hard disk by saving them in separate folders.  Here's how to do that with Statement Converter: Install the ...
Where to put settings -- 'System' or 'Statement' config file Article rated 3.1/5.0
For most users, simply use the "View settings..." form to specify your conversion settings. If you were given customized settings, put them in the "system" config (e.g. SC_config_System.txt). If you...
Settings needed when using the Conversion Service Article rated 3.1/5.0
If you are using the paid conversion service, please provide the following information needed for importing your transactions:  Providing a copy of your QuickBooks Chart of Accounts which shows ...
Two-part Lookup feature ($) Article rated 3.1/5.0
The standard Lookup feature makes one comparison in the lookup table.  An optional feature is available to make two comparisons.  (This feature is available in version 3.2.18 and later). 1....
 

 
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