Set the OFX target to match your accounting software. Check that dates are correct, have the correct year (Date), amount, withdrawals, and deposits are shown in corresponding columns, check number (Doc/Check#) is assigned. Download it from the PDF2OFX download page. Make sure you are using the latest version of PDF2OFX. Step by step instructions for Windowsįollow these simple steps below for the Windows version, followed by the Mac version.
Use the ProperConvert app to convert PDF and OFX. This tutorial shows how to convert PDF bank or credit card statement files to OFX format and import into Quickbooks Online, Xero, Sage, MS Money, and other accounting software.
