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    ProperSoft

ProperSoft

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Overview

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.

  • Service
    13
  • Value
    20
  • Shipping
    9
  • Returns
    6
  • Quality
    19
Positive reviews (last 12 months): 100%
Positive
4
Neutral
0
Negative
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Reviews (149)

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Reviews that mention popular keywords

customer service (9) customer support (9) csv files (5) quicken (27) microsoft money (4) quickbooks desktop (3) qif files (3) credit cards (3) 3 years (3) import transactions (3) pdf statements (3)
Thumbnail of user susanneh7
Illinois
1 review
0 helpful votes
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November 21st, 2016
Verified purchase

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.

Date of experience: November 21, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

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.

Thumbnail of user bettys1286
Oklahoma
3 reviews
3 helpful votes
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January 26th, 2023

No longer works well with ANY bank statements. It imports items NOT EVEN IN THE STATEMENTS! AND doesn't import other regular transactions. It does the same with other standard bank statements. WHAT HAVE YOU DONE TO YOUR SOFTWARE?! It used to work so well! Won't be using it or recommending it to CPAs and other bookkeeping entities. Using your software now is more time consuming than manual entry.

Products used:
Software

Service
Value
Quality

Date of experience: January 26, 2023

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Hello Betty, thank you for your review. For specific parsing issues, please contact support at support@propersoft.net

Thumbnail of user lisat130
Virginia
1 review
0 helpful votes
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September 1st, 2016
Verified purchase

Even if I only use this conversion program for a short time to initially set up my QuickBooks, the money spent was well worth it. It saved me weeks of inputting banking transactions manually from the beginning of the year.

Date of experience: September 1, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Lisa

Thumbnail of user pieterp4
Portugal
1 review
0 helpful votes
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August 23rd, 2016
Verified purchase

I had an excel file with over 1000 rows that I wanted to import in quicken. After som preparation (taking out transfers, categorizing beforehand) everything went ok and is now in quicken (2012, windows).

Date of experience: August 23, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Pieter.

Thumbnail of user michaelh1017
Missouri
1 review
0 helpful votes
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September 11th, 2018

I purchased ProperSoft's full package more than two years ago & have been very happy with it. It was a one-time purchase, cost very reasonable & it has saved me so much effort for my clients, Highly recommended!

Service
Value
Shipping
Returns
Quality

Date of experience: September 11, 2018

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Michael

Thumbnail of user mariog53
Spain
1 review
0 helpful votes
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December 3rd, 2017

I have been using their software for some years no - without any problems. After having to install on a new computer i ran into a problem - and their support solved the problem within an hour. Just great!

Date of experience: December 1, 2017

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Mario

Thumbnail of user markm1181
New Zealand
1 review
1 helpful vote
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April 14th, 2019

I had a problem converting data from one version of a money management program to another. I was running my business on this software so this needed to be solved. I had tried numerous experts and spent months myself trying to solve this. Propersoft came up with a simple straightforward solution within a week! Very relieved and grateful.

Date of experience: April 12, 2019

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Mark.

Thumbnail of user joannv17
Minnesota
2 reviews
1 helpful vote
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July 29th, 2018

Purchasing this software made it possible for me to convert my Excel files to Quicken format as Paypal has discontinued to allow downloads from their site making it very difficult to download transactions. Works Perfect!

Date of experience: July 29, 2018

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, JoAnn.

Thumbnail of user kmcleod44
Washington
1 review
0 helpful votes
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November 8th, 2023

There isn't a better company then ProperSoft to do business with ProperSoft is a family owned business that creates software for importing transaction into Microsoft Money, Quick Books, and Quicken. I've been doing business with Sergiy the owner. And creator of this software since January 31,2011 when Microsoft discontinued Microsoft Money. If it weren't for his software I wouldn't be able to keep my accounts updated. I highly recommend ProperSoft!

Products used:
Bank2OFX, and Proper Convert

Date of experience: November 7, 2023

Thumbnail of user peterd339
Florida
1 review
2 helpful votes
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May 15th, 2019

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

Service
Value
Quality

Date of experience: May 15, 2019

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Peter!

Thumbnail of user timl110
GB
1 review
0 helpful votes
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September 22nd, 2017

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.

Date of experience: September 22, 2017

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Tim

Thumbnail of user nicolem109
Ohio
1 review
0 helpful votes
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November 21st, 2016
Verified purchase

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.

Date of experience: November 20, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Nicole

Thumbnail of user victoriat354
New York
1 review
0 helpful votes
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September 24th, 2021
Verified purchase

So many banks and credit cards QBO files don't upload all of the transactions and make the process much longer than it needs to me. With Propersoft, I can ensure all of my transactions are in CSV before converting it to a QBO file. I got this thinking, if it was helpful once it would be worth it, now I can't imagine working without it.

Tip for consumers:
Accountants, Bookkeepers anyone dealing with lots of CSVs and QBOs

Service
Value
Shipping
Quality

Date of experience: September 24, 2021

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Victoria!

Thumbnail of user richardw185
New York
1 review
0 helpful votes
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August 24th, 2016
Verified purchase

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

Date of experience: August 24, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Richard

Thumbnail of user michaelh337
Missouri
1 review
0 helpful votes
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March 20th, 2017

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

Date of experience: March 20, 2017

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Michael

Thumbnail of user erice223
Canada
1 review
0 helpful votes
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November 11th, 2019

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.

Date of experience: November 9, 2019

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Eric!

Thumbnail of user ionm2
Illinois
1 review
0 helpful votes
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December 5th, 2019

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.

Date of experience: December 5, 2019

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Ion.

Thumbnail of user stepheng257
New Jersey
2 reviews
1 helpful vote
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November 26th, 2018

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.

Date of experience: November 25, 2018

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Stephen

Thumbnail of user jeffa65
North Carolina
1 review
0 helpful votes
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August 25th, 2016
Verified purchase

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.

Date of experience: August 24, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Jeff

Thumbnail of user riship3
India
1 review
0 helpful votes
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November 30th, 2017

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!

Date of experience: November 30, 2017

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Rishi

Thumbnail of user mikem453
New York
1 review
0 helpful votes
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December 27th, 2016
Verified purchase

The product works great, it worked for exactly what I needed it to do. If I could suggest 1 thing that they could do to help those of us that are rookies to this new technology is to post a number that was easy to call for support questions.

Date of experience: December 27, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Hello Mike, I checked the support records and your refund request for incorrect order was processed on the same day you placed it.

Thumbnail of user margotk4
Maryland
1 review
0 helpful votes
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August 20th, 2018

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.

Date of experience: August 20, 2018

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Margot

Thumbnail of user arnoldc17
California
1 review
0 helpful votes
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November 20th, 2016
Verified purchase

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.

Date of experience: November 20, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Arnold

Thumbnail of user ramona32
Texas
1 review
2 helpful votes
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March 26th, 2019

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.

Date of experience: March 26, 2019

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Ramon.

Thumbnail of user babaky1
Germany
1 review
0 helpful votes
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February 16th, 2020

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.

Date of experience: February 16, 2020

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Babak

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From the business

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.

Business History

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.

Company Representative

Thumbnail of user sergiyt2
Sergiy T.
Customer Service, Application Developer
Sergiy creates software helping accountants and bookkeepers and everyone else using accounting and personal finance software. ProperSoft tools help you bring your transactions into a format your accounting software needs.

ProperSoft at https://www.propersoft.net/ provides support before and after purchase. Feel free to contact ProperSoft and get your transactions imported and save your time during a tax season or other accounting crunch times.

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