Bank2CSV knows many bank statement formats ( QBO (Quickbooks Web Connect), QFX (Quicken Web Connect), QIF (Quicken Interchange Format), OFX (Open Financial Exchange or Microsoft Money), ASO (Sage, Sage 50).
Use Bank2CSV to review transactions and save to CSV, Excel, copy to clipboard (and then paste under your spreadsheet application). Also supported CSV Mint option to import into Quicken for Mac 2015 (categories are supported), and POSH option, to import into POSH.
Overview
Bank2CSV is a Shareware software in the category Business developed by ProperSoft.
The latest version of Bank2CSV is 4.158, released on 10/05/2020. It was initially added to our database on 03/22/2011.
Bank2CSV runs on the following operating systems: Windows.
Bank2CSV has not been rated by our users yet.
Pros
- User-friendly interface makes it easy to navigate and use.
- Efficiently converts bank transactions into CSV format for easy import into financial software.
- Supports a wide range of banks and financial institutions, reducing compatibility issues.
- Ability to customize the conversion process to meet individual needs.
- Regular updates and responsive customer support.
Cons
- Can be pricey compared to other similar conversion tools on the market.
- Some users may experience occasional glitches or errors during the conversion process.
- Limited advanced features compared to more comprehensive financial software solutions.
- The process of importing and exporting CSV files may not be automated, requiring manual intervention.
FAQ
What is Bank2CSV by ProperSoft?
Bank2CSV is a software tool developed by ProperSoft that enables users to convert financial data from various formats into CSV files that can be easily imported into accounting and financial software.
How does Bank2CSV work?
Bank2CSV works by allowing users to upload their financial data files in formats such as QFX, OFX, QIF, QBO, and others, and then converting them into a CSV format that is compatible with a wide range of accounting software.
Is Bank2CSV easy to use?
Yes, Bank2CSV is designed to be user-friendly and intuitive. Users can easily upload their files, select the desired output format, and then download the converted CSV file with just a few clicks.
What file formats are supported by Bank2CSV?
Bank2CSV supports a variety of file formats including QFX, OFX, QIF, QBO, and others. This allows users to convert data from different sources and systems into CSV for easy import.
Can Bank2CSV handle large data files?
Yes, Bank2CSV is equipped to handle large data files without compromising on speed or performance. Users can convert even extensive financial datasets efficiently.
Is Bank2CSV compatible with popular accounting software?
Yes, Bank2CSV creates CSV files that are compatible with most major accounting software applications. This ensures seamless integration of financial data into existing systems.
Does Bank2CSV offer a free trial?
Yes, ProperSoft offers a free trial of Bank2CSV for users to test its features and functionality before making a purchase. This allows users to experience the benefits firsthand.
Is Bank2CSV secure to use?
Bank2CSV employs security measures to ensure the safety of users' financial data during the conversion process. ProperSoft prioritizes data privacy and protection.
Can Bank2CSV be used on both Windows and Mac systems?
Yes, Bank2CSV is compatible with both Windows and Mac operating systems, providing flexibility for users regardless of their preferred platform.
Does Bank2CSV offer customer support?
Yes, ProperSoft provides customer support for users of Bank2CSV to address any questions or issues they may encounter while using the software. Support options include email and online resources.
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