If this is a Credit Card file with amounts (like expenses are positive, and payments to the account are negative), you can use "change +/-" to reverse amounts. You can set the date format, and the year if it is missing. If needed, on the left sidebar, there are some controls to set, to tell the Converter how your CSV file is formatted. We need to set the Account Name, that will be used for an IIF file in the right-side panel, as a Checking Account Name. All transactions are for the Checking account. The Converter recognizes this file automatically, so there is no need to remap this file. It has the Payee name column, which matching Vendor names in QuickbooksĪnd there is a Check column with an optional check number. It has the category, which provides expense (or income) account names The CSV file has four transactions with properly marked column names:
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