I have a wonderful utility for importing credit card and bank statement download files directly into QuickBooks!
It's super easy to use, inexpensive, and has a no-nonsense satisfaction guarantee. Works on Windows and Mac. Source code is available, too.
For more info and screen shots: http://StatementConverter.com
Any questions, just ask!
Tried the link and it just opens a small window for a split second and then disappears. Where EXACTLY can I find this utility????
Yes, I was finally able to purchase the converter on line, but there is no apparant way to download it. In other words, I paid for it but have not received the product!
Hi Breton,
Thank you for your order. The converter is configured individually for each order and must be emailed to you; this is stated clearly on the website. The good news is that your software has been emailed to you and you are good to go. If you have any questions, please email me directly (using the email address on the website) and I'll be happy to help you. Thank you!
Does this import utility work for Chase Bank accounts? All 2010 bank account transactions are only available in PDF form for Chase customers.
Thanks.
I have a chase account and just found out how to download my account activity in a format that Quickbooks can read. You have to go to the customer center page after you've logged onto your account. then scroll down to Reference center and click on Activate Quicken, QuickBooks etc. Choose the download that is free and save the file to your computer. you can then import it into Quickbooks using the Download Transactions window under Banking.
Yes. This import utility works on all .CSV files. It does not translate PDF files. Use Chase's "download activity" function to get a .CSV file. You can view the complete details, including sample screenshots, on my website.
Hi Avi,
Just send me a sample of your downloaded statement(s) and I'll be able to adapt the converter for you. The email address is on my website.
I need US Employees Credit Union, can you help me?
Yes, I can help you. Just email me a sample statement file that you have downloaded and I'll adapt the converter for you. My email address is on my website.
Bank of america interfaces w/ quickbooks but I am trying to get old data into my quickbooks that not available for download anymore. The statements only download as PDF or a jumbled text mess. Can you help?
Hi Seaslate,
Send me the file with the "jumbled text mess" and I'll see if I can help you.
Hi Genki,
I do have an inventory items on excel that I want to import to QB 2011 premier. does your tool help ?
oops!, one molre thing, what is the usefulness of hte source code?
Hi Quintuplet,
My statement converter does one thing really well -- import bank and credit card statements into QB. Alas, it does not work for inventory items.
The source code is useful to someone who wants to customize the software for their specific needs. Most people do not need the source but, unlike other software authors who are afraid to make their source code available, I make my source code available and for an exceptionally reasonable price.
Thanks for the questions!
Hi Genki,
I'm trying to download old B of A banking info into QB also and saw Seaslate asked about converting the text file. Did this work out?
Thanks,
Cynthia
Hi Cynthia,
If you can export the PDF to Excel, I can probably help you. On my website, please see "If you have PDFs" and my "Conversion Service". Let's see what we can do for you.
i too have problems seeing your website. it flashes for a second, and then went somewhere. i do see it in the bar at the bottom of the screen, but cannot bring it up. i cannot even get your email to contact you. would it be possible for you to post your email here? thanks
