Statement Converter Statement Converter Support Knowledgebase
Configuring / Customizing the Converter
Suggested knowledgebase articles:

Knowledgebase Configuring / Customizing the Converter

Articles in this category

The "Generic" converters for Banking and Credit card transactions

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

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 following ar...

The "Amazon Local Register" converter

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

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 of "My ...

How to enter Sub-accounts

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

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

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

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 the ac...

Two-part Lookup feature ($)

THIS ARTICLE IS NOW AVAILABLE HERE:  Two-Part Lookup Option

How to enter "system" conversion settings

Some program features are controlled by special settings.  If Statement Converter support gives you a setting to enter in the "system" settings, here's how to do it: 1. select Convert to QB > View ...