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Before you buy / Pre-sales questions / Ordering
Requirements for using Statement Converter
If you have PDF files...
How to download CSV/Excel files from particular banks and credit card companies
Do I have to buy multiple converters?
Importing into QuickBooks Online
I ordered. Where's my software?
About the paid Conversion Service
PDF to QuickBooks service
Can I modify the software?
May I install on multiple computers?
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Installing / Uninstalling the program
How to install an Update (or Reinstall)
Error in loading DLL (on Mac)
Installing with Excel 2016, 2013, 2010, 2007
If it doesn't run (Excel 2007, 2010, 2013, 2016)...
Excel 2016 - Add-in doesn't appear
How to uninstall the program
Error: "Not a valid Add-in"
Error: "Macro may not be available or all macros be disabled"
Error: This workbook has lost its VBA project, ActiveX controls and any other programmability-related features.
Configuring / Customizing the Converter
The "Generic" converters for Banking and Credit card transactions
The "Generic" converter for Invoices
The "Amazon Local Register" converter
How to specify account NUMBERS instead of NAMES
How to enter Sub-accounts
Separating personal and business account statements
Where to put settings -- 'System' or 'Statement' config file
Settings needed when using the Conversion Service
Two-part Lookup feature ($)
Using the Converter
Config or lookup file is not seen by the program
Menu is grayed-out/disabled/dimmed
Runtime error '13' (when converting)
Runtime error '13' (when editing a config file)
Run-time error '1004' Cannot run macro
Run-time error '1004' in SetLookupTable
Do you want to save changes?
Error in "SaveQBFile"
Error #70 in SaveTextToFile - Permission denied
Error #53 or Error #75 when editing/saving a config file
Importing into QuickBooks
"Can't change account type"
"Account types do not match"
"Can't change the type of a name or a add a duplicate name"
"Tax field cannot be left blank" when importing Invoices or Sales Receipts
Accounts are duplicated (How to Merge duplicates)
Cannot locate imported transaction
How to import your converted .IIF files (Paid conversion service)
Viewing your .IIF file / Previewing transactions before importing
QuickBooks can't update this report
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