PDF2OFX (Windows): Convert PDF to OFX and import into Quickbooks Online or Xero [2019]

Use ProperSoft PDF2OFX at https://www.propersoft.net/products/pdf2ofx to convert PDF files to OFX format and import into Quickbooks Online, Xero, MS Money.

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Start PDF2OFX converter and open a transaction file. Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are in correct places.

Set the OFX target to match your accounting software or use Regular OFX as a default setting.

Set the Account ID (number) and the Account Type. For multiple accounts, use a different account ID for each account.

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