ProperSoft has a rating of 4.3 stars from 149 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with ProperSoft most frequently mention customer service, credit card, and microsoft money. ProperSoft ranks 3rd among Accounting Software sites.
I surveyed several other products to translate my bank off to input in quicken this one was the only one that worked proper and without hassle, and it can join multiple files in one output
When the program was not pulling all of the information from my PDF statements I thought we had it functioning after a fairly good response from customer support. Only when I went back to verify that everything was coming through and populating correctly into my QuickBooks online and QuickBooks desktop did I realize that random entries were omitted entirely which throws my entire tax year into recordkeeping chaos. The time I spent worrying about the application should have been spent manually entering each of the hundreds and hundreds of transactions. Can't believe it's the only option and as recommended by intuit. They refunded me my money. I just wish the application was fully baked
Calling Intuit Tech support was worthless. They wasted almost 2 hours of my time only to find out that they didn't even have a converter in house. I e-mailed the developer after hours and got an auto reply about business hours. I figured the next day he would take care of. Much to my surprise he replied shortly thereafter with how I could rectify the problem and BLAM! It worked. Spend the cash to pay this family man for his brain power then move on with life knowing you did the right thing today my friend.
Products used:
CSVTOQBO Converter
I purchased one of ProperSoft's transfer tools, which is going to save me a lot of time. On the first day I ran into problems due toa bug in Quicken. Although it was nothing to do with ProperSoft's tool Sergiy really went out of his way to help and in the end provided two possible solutions within hours of contacting support. You can tell by his responses that he genuinely wants to help.
Thank you for your review, Tim
I love the program. As a retired financial analyst, it's just what I was looking for. Simple, yet, effective. After 45 years of doing analysis, these days, I look for something that is simple and yet will do the job. Your product fills the bill grandly. Thank you for all you do and this great product. Best wishes.
Thank you for your review, Nicole
I faced having to keyboard several years of credit card details into Quicken. I knew that a work-around must exist and I found this wonderful package. With some support from Word and Excel, Propersoft saved me weeks of drudge work.
I cannot praise the product and the product support that that I received with enough stars.
Thanks so very much
Thank you for your review, Richard
I just wanted you to know how glad I am to have gotten the entire suite of converters in October 2015. Have been utilizing them ever since, & continue discovering new converters in the package. They have been & continue to be exceptionally helpful for my work. Discovered the PDF to QBO converter today. Wow.
You have one very satisfied customer. Please keep up the superior work in developing such a great set of products. Also, please share my comments with your staff too.
Michael / Consultant / Aurora, CO
Thank you for your review, Michael
Bought and used the OFX2QFX converter. Had some problems initially, but their customer support was all over it a flash. Very responsive, and quick to help. Got the problem solved permanently, and I'm off to the races.
I highly recommend this company.
Thank you for your review, Eric!
Great product with a lot of value in it, it makes our work much easier and faster, if the bank doesn't download all transactions, or we are late with downloading some statements than we can do it with bank2QBO. Also great customer service, they answered all my questions quick and to the point, thank you propersoft.
Thank you for your review, Ion.
This ProperSoft ProperConvert software is amazing. It has saved me so much time when I needed to convert bank statement pdf transactions to Excel to use to load into Quickbooks accounting software. My secret weapon is exposed. Thanks for creating this software.
Products used:
ProperConvert Complete
Thank you for your review, Sandra!
I recently had a catastrophic loss of my hard drive and in reinstalling Simple Home Budget I found I could not locate my product key. It was supplied me almost instantaneously. I cannot tell you how much I appreciated this rapid and professional service.
Thank you for your review, Stephen
I initially ordered the wrong product. Of course, they refunded the money and allowed me to purchase the correct one. The product worked as advertised. When I struggled with something, support responded and gave me the right answer the first time. You can't ask for more.
Thank you for your review, Jeff
Once the file has been converted from csv to money, a further manual date change exercise needs to be performed. Not great for the cost considering the program purports to do this correctly automatically
Hello Rebecca,
Thank you for your review. You can adjust expected date format during conversion and reimport OFX file with correct dates. Please contact support@propersoft.net if you need any assistance.
Very impressed! We use them quite regularly at my accounting firm to get import-ready file formats into Sage 50, QB, Wave. They all require a different format and often times won't import successfully, leaving you back at square 1. Luckily, this nifty company exists and offers countless ways to get to the CSV, OFX, etc. that will ultimately be imported. Saved me tons of time and I compliment the customer service!
Thank you for your review, Rishi
The software works perfectly and has saved me from hours and hours of manual entry! I have had questions over the 5 years (at least) that I have been using it and I always get a quick and friendly response.
Thank you for your review, Margot
Easy to figure out and results are exactly as expected. If you know how to copy and paste files, then you already know how to use this program. Multiple transactions in PDF format from my bank was a simple click away to turn into QBO files.
Thank you for your review, Arnold
Totally satisfied with the Propersoft Transactions product. The purchase was well worth it: It converts bank checking accounts and credit card accounts' statements to iif. Files that import very easily into QuickBooks desktop (in QBks, select File, Utilities, Import). This avoids having to buy new versions of QuickBooks, just to be able to download from the banks.
I also liked the interaction with the Propersoft people on the phone.
Products used:
Propersoft Transactions software
(No shipping as can be downloaded)
Thank you for your review!
Not really satisfied with the program. Am using it to transfer files from Fujitsu iX500 scanner, through ScanSnap Receipt, into Quicken. It doesn't pick up all of the column headings, is not flexible enough to map properly. I messed with it for awhile, hoping to get a faster way to input receipts into Quicken. Finally realized I could get a lot more done with direct entry of each receipt into Quicken. ScanSnap Receipt only has mapping for Quickbooks, which isn't mapping flexible either. Each program has its own quirks, and I don't have time to mess with them to make them work together.
Hello Susanne,
Thank you for taking your time to write your review for your software. For your case, you can try QBO2QIF at https://www.propersoft.net/qbo2qif/ or Bank2QIF at http://www.propersoft.net/bank2qif/ to convert QBO files produced by SnanSnap to Quicken compatible format.
I was surprised at their quick and courteous response when I asked for a refund because their application was not suitable for what I needed to do. Quite frankly totally my fault when I purchased the application, and yet ProperSoft had no qualms about prompltly giving me a refund. This is proof of their commitment to serve their customers, and this is a recipe for their success in the marketplace.
Thank you for your review, Ramon.
I bought the CSV 2 QFX product which has been particularly useful. I need this to import transactions into the Quicken Money Management software. As im based outside the US, my Bank can only export to CSV. ProperSoft bridges this gap & allows me to have the advantages of Quicken without requiring a compatible Bank. Customer support is excellent & personalised. I am very pleased & can highly recommend ProperSoft. I have trusted them for over 3 years & hope to continue using their software.
Thank you for your review, Babak
Really simplifies all the work processes. We struggled to put all our transitions into our accounting app and had to put everything manually. It took ages for us to put all the data in our system. But this app simplifies everything for us, and it reads all formats.
Thank you for your review, Scottie!
I use the csv2qif converter the most. It has gotten me out a number of jambs in the past and saved me countless hours when I was unable to download my electronic data from my ban and had to convert the data from pdf statements. Over the past 6 years the program has been improved and my experience is the converters work flawlessly. Great program!
Thank you for your review, Carey.
I have 3 years worth of PDF to convert into CSV files and I was dreading doing each PDF line by line. I did some searching and found another software that was WAY more expensive. I was skeptical at first. In fact, I was upset because I purchased the wrong version of the software and I did not realize it. I contacted customer support for a refund. He asked some questions and found out I purchased the wrong converter. He provided a link to the right software and transferred my license to the correct one. The first time I tried it, it worked perfectly. This is one the best software purchases I have ever made. I was able to meet deadline and it helped organize me life. It works great!
Thank you for your review!
This does the QIF to QFX conversion very easily in just a few clicks. I am using a 2006 iMac and have no issues. The trial version will continue to do 10 transactions at a time but this became a hassle and I couldn't find any other Mac program that did this so easily. Four stars because the price seems a little high for a fairly simple program.
Thank you for your review, Curtis
It works SO well. For some reason, my old MS Money program will not deal with the. Ofx and qfx files provided by MBNA MC online but if I dl the. Csv and use Propersoft Transactions, I just browse to the. Csv, click "convert" and then move on to the next statement. Brilliant, perfect, easy solution.
Products used:
ProperSoft Transactions
Thank you for your review, Edie!
Great Program to keep your 2005 to 2019 Quicken, Quickbooks program updated indefinitely. ProperSoft allows you to convert the banking download information and PDF banking statements from any year and convert into a format that can be imported into Quicken, Quickbooks. Intuit is a 7 billion dollar company and their business model is to force people to update the program every year. I have been using Propersoft since 2012 and have saved thousands of hours of manually importing the information one line at a time into my Quicken 2008 program. I will never update my Quicken 2008 program. For PDF Bank Statements you can link to Bank2QBO at https://www.propersoft.net/products/bank2qbo
Thank you for your review, Aristotle!
Our bank saves transaction for downloading to Quickbooks for about 6 months. When I realized my partner wasn't reconciling, I embarked on "accounting archeology" to get our books in order. I found ProperSoft which could take PDF statements and translate to QBO transactions that I could import. This saved me many stupefying hours, which I was dreading. Grateful for this tool. I didn't need it indefinitely, just for this one activity, so I rented it for a month, got the job done, and that was it.
Really like this tool. Thanks!
Convert transactions from one format to another and import into accounting software. For example, convert CSV to QBO, or PDF to QBO or Excel to QFX, or OFX to CSV. Make your transactions importable into Quickbooks, Quicken, MS Money, Xero, Sage One and others.
ProperSoft creates accounting tools from 2008. Our tools help you convert your CSV, Excel, PDF, QIF, QBO, OFX, QFX, TXT files into a format your accounting software expects (like Quickbooks expects QBO, IIF, QBJ, Quicken expects QFX, QIF, etc.). Visit https://www.propersoft.net/ for more details.
Thank you for your review, Peter!