PDF2QFX (Windows): Convert PDF to QFX and import into Quicken

00:00 - Use ProperSoft PDF2QFX to convert PDF bank and credit card statement files to QFX (web connect) format and import into Quicken.
00:12 - Start the PDF2QFX converter and open a transaction file.
00:17 - Review transactions before converting, check that dates are correct, have the correct year, deposits, and withdrawals are in correct places.
00:25 - Set INTU.BID number to match your bank or use a default value.
00:31 - Set the Account ID (number) and the Account Type.
00:34 - For multiple accounts, use a different account ID for each account.
00:39 - Click the 'Convert' button to create a QFX file.
00:43 - In Quicken, backup your data file before importing.
00:54 - Click 'File' - 'Import' - 'Web Connect file' to import into a new account or existing account (disconnect the account before importing).
01:04 - Review transactions after import.