ProperSoft Questions & Answers

Here’s what consumers have asked with answers from ProperSoft staff and previous consumers.

19 questions answered

16% answered in 1 day

Question:

I want to convert my bank statements from pdf to csv for xero, is propersoft pdftocsv suitable? I want to convert my bank statements from pdf to csv for xero, is propersoft pdftocsv suitable?

Answer:

PDF2CSV has Xero as the "CSV target", so it is suitable. CSV target as Xero means the CSV file will have all columns applicable during CSV import in Xero

By Sergiy T., Customer Service, Application Developer over a year old

Question:

Why is it not importing all the transactions form my pdf? Why is it not importing all the transactions form my pdf?

Answer:

Please try the latest version from https://www.propersoft.net/

By Sergiy T., Customer Service, Application Developer over a year old

Question:

Does this convert from csv to qif? Does this convert from csv to qif?

Answer:

Yes, Bank2QIF at https://www.propersoft.net/products/bank2qif converts CSV, Excel, PDF, OFX, QFX, QBO, QMTF to QIF format.

By Sergiy T., Customer Service, Application Developer over a year old

See more answers (2)

Question:

Quicken sees a local temp qif exported from bank, but cannot read or recognize when i click import to acct. can propersoft fix? Quicken sees a local temp qif exported from bank, but cannot read or recognize when i click import to acct. can propersoft fix?

Answer:

Yes, please open this QIF file with the Transactions app and review transactions. If you see all data is parsed correctly, create a new QIF file selecting applicable QIF target.

By Sergiy T., Customer Service, Application Developer over a year old

Question:

Would like to know which one of your products will download citibank transactions and facilitate transfer to a quicken program? Would like to know which one of your products will download citibank transactions and facilitate transfer to a quicken program?

Answer:

Tim, Please try the Transactions app at https://www.propersoft.net/download/transactions

By Sergiy T., Customer Service, Application Developer over a year old

Question:

Hi just bought the software for macs pdf2qif it has saved as a mac zip file not a qif?? Hi just bought the software for macs pdf2qif it has saved as a mac zip file not a qif??

Answer:

Hello Georiga, please email support@propersoft.net the QIF file that was created. PDF2QIF does not create mac zip files.

By Sergiy T., Customer Service, Application Developer over a year old

Question:

I have heard that quicken puts proprietary data in qfx files & they will not import without that data. so how will your converter work in that case? I have heard that quicken puts proprietary data in qfx files & they will not import without that data. so how will your converter work in that case?

Answer:

Most likely you are referring to INTU. BID values. CSV2QFX reads the list of INTU. BID values from Quicken installed on the same computer. You can simply enter "allowed" INTU. BID value (a four digits number) as well before converting to a QFX file.

By Sergiy T., Customer Service, Application Developer over a year old

Question:

Will csv2qfx convert brokerage account csv files? will quicken 2019 for mac successfully import the result? Will csv2qfx convert brokerage account csv files? will quicken 2019 for mac successfully import the result?

Answer:

For the current version, bank, credit card transactions are supported. For investment accounts, only cash transactions are supported.

By Sergiy T., Customer Service, Application Developer over a year old

Question:

Does csv2qfx converter compatible with banktivity 5 financial software? Does csv2qfx converter compatible with banktivity 5 financial software?

Answer:

Yes, CSV2OFX, CSV2QIF, CSV2QFX create files importable by Banktivity 5 or later.

By Sergiy T., Customer Service, Application Developer over a year old

Question:

Yes -- i want to try it but cant figure out how to download it on my pc Yes -- i want to try it but cant figure out how to download it on my pc

Answer:

Hello Iliana, You can download at https://www.propersoft.net/download. Click on the download icon and click Windows download.

By Sergiy T., Customer Service, Application Developer over a year old

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