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» Category: Before you buy / Pre-sales questions / Ordering  (Go back)

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Requirements for using Statement Converter Article rated 3.1/5.0
To use Statement Converter, you need the following 3 items: 1.  Your bank account or credit card statement in CSV or Excel format (not PDF, QIF, QBO). If you have PDF files, see here. 2.  ...
If you have PDF files... Article rated 3.0/5.0
Converting PDF statements to QuickBooks consists of three steps which require time, expertise working with data and understanding how Statement Converter processes it. 1. The first step is to EXTRACT...
How to download CSV/Excel files from particular banks and credit card companies Article rated 3.0/5.0
How to download CSV/Excel files from particular banks and credit card companies: 1. HOME DEPOT 2. CHASE BANK 1. HOME DEPOT (new as of March 2, 2015): To access the csv file: From HomeDepot....
Do I have to buy multiple converters? Article rated 3.0/5.0
If I want to convert statements from multiple banks or credit cards, do I have to buy multiple converters or is there a single converter for all of them? Answer: The converters are specific to each ...
Importing into QuickBooks Online Article rated 3.2/5.0
QuickBooks Online does not import .IIF files (so it's not compatible with Statement Converter) but you CAN import transactions from CSV, QFX, QBO, or OFX files using this procedure: From the QuickB...
I ordered. Where's my software? Article rated 3.1/5.0
Thank you for your order.  Currently, each order is prepared individually and then emailed to you (it is not a download). Orders are sent promptly to your PayPal address. If I'm away from the co...
About the paid Conversion Service Article rated 3.2/5.0
If you don't have the time or interest in converting your data yourself, I can do it for you, saving you time and effort and ensuring accuracy. If your statements are in PDF format, then:  Firs...
PDF to QuickBooks service Article rated 3.0/5.0
I can convert your PDF statements to QuickBooks, saving you significant time and effort. Converting PDF statements to QuickBooks consists of three steps which require time, expertise working with dat...
Can I modify the software? Article rated 3.0/5.0
The program can be customized to suit your specific needs for an affordable fee. Submit a support ticket outlining what changes you would like.  We will work together to confirm the modifications...
May I install on multiple computers? Article rated 3.0/5.0
The license fee is for using the program on one computer.  The nominal cost of the program is meant to be affordable to all.  I operate on the honor system; when you install it on anoth...
Working with Multiple Currencies Article rated 3.1/5.0
QuickBooks will import only into a bank account in the Home Currency, meaning the Account and Vendor to which you post the transaction must be in your Home Currency.   Here is a workaround for ...
 

 
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