Start Bank2IIF and select the transaction file (it could be QBO file, OFX file, QFX file, QIF file, PDF file, MT940 file or STA).

In our case, we have three expense transactions (requires Vendor to be assigned) and one income transaction (requires Customer to be assigned).

Bookstore Invoice, Gas Company, Hydro, and Microsoft are Payee names.

For Input Payee enter the name in the Output Payee column, as you have in Quickbooks (for Bookstore Invoice enter Indigo).

Everything else you can leave empty because the converter will not change it.

In our case, we have four categories: Office Supplies, Utilities, Utilities, and Payroll.

For Input Category (Payroll) enter the name in the Output Category column (Consulting Income).

Make sure all accounts, vendors, and customers exist in Quickbooks.

Select the Export to a Comma Separated Values (.csv) file option.

Once the steps above have been complete, please send you CSV file to datahelphousecallpro.com to be formatted and uploaded into your account.

Learn more about how Housecall Pro easily integrates with your Quickbooks Online account.

Quickbooks For Mac Export To Csv