ProperSoft

This is unusually attentive service, and the product is perfect.
I am so impressed and will recommend to all Quickbooks users.
The site was safe and seamless to use.

Pretty satisfied with the conversion program. However, would have expected it to convert the vendor name files along with the amounts and dates. Still, am saving keystrokes.

I'm still using Microsoft Money and my new credit card didn't support export of statements into the format needed. As it would let me download a pdf statement, I was delighted to find that PDF2QIF would do the necessary conversion to import the statement in the Quicken QIF format. I only need to check the credit/debits are the right way round and unselect a statement total at the bottom. Now I've done it a few times and MS Money has memorised the new payee names, it saves me an enormous amount of time compared to manual entry. It's a relief to be able to continue using MS Money and not have to worry that credit cards and bank accounts might not support export to it. I assume I could also have done the job with some of their other tools and formats (csv, ofx etc), but this works well for me. Many thanks!

I needed to reload all my bank transactions into a new Money Manager s/w app which only loaded QIF format data. The transactions were available for downloading from the Banks in various formats such as csv, pdf or QIF and I needed a solution to accurately convert all these files to QIF format. ProperSoft provided the solutions m- it did exactly "what was one the tin".

First of all I must say support is fantastic. I submitted a question on the weekend, I'm not even a customer, and the reply came back very quickly.

I did find that QBO files are only supported back to 2016 so my 2011 version needs to use IIF files. OK, fine. I tried the Bank2IIF. I like it, let me be clear, it WORKS.

There are just a couple of items that need to be tweaked.

Mapping: Need to be able to save a set of mappings when converting a bunch of files. I seem to only be able to do ONE. And save them session to session.
Account: It would be nice to have a mapping of vendor to account so that you only have to do it once and then all the files imported would be the same account. That said, it would be GREAT if it used the QB APIs and went INTO your QB File and gave you a drop down list of the accounts and maybe (this is reaching) defaulted to the last account used for that vendor.
Target the product toward repetitive processes, not one offs.

I first used the CSV2QIF on a PC with excellent results
Then got a MAC and changed to the CSV2QFX and it worked great as well.
Email support was quick and extremely helpful.
This app has saved me many hours of having to manually enter my transactions.

Support was extremely helpful and didn't stop until they resolved my issue. We had to go back and forth to get the resolution but eventually it was resolved, and pretty quickly at that!

I am able to download QFX files specific to a given account & convert easily Still learning the tricks but now know the file import has to be into the individual quicken account Got entries into wrong account once

I used it to pull in transactions that were no longer available. I copied them from PDF reports, pasted them into excel, cleaned them up, then used this tool to convert to a compatible import file.

I originally purchased a similar product from Money Thumb. Their stand alone CSV to QFX converter didn't have a trial of 10 built into the download. So, I purchased it on trust. It didn't work here in Canada easily. It only listed American Banks so I was had to go through their list on a trial by error basis to find a Bank that works like mine. It was just too difficult and I didn't want to go through their support people. I thought a simple converter should just work! It turned out I bought the wrong converter by mistake. I decided to just ask for a refund and in the mean time I found your product. Money Thumb would not refund my money. I went through what I would say was the most uncomfortable customer support process I have ever gone through with them. I decided to not pursue this with them and considered the $40.00 US I paid them a lesson learned. I don't think they were purposefully misleading but their process trapped me into their fine print of how they didn't reimburse a product just because you didn't like or want it.

I did some trial runs using csv to iif, i need some help setting thr target accounts properly.
Let you know when and if I can send your support my file for assistance. Thanks

I accidentally ordered the wrong software, and within hours of asking them about it, they exchanged it for the right software. Great customer service!

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.

Once I got the hang of it the import of data went well. Don't think they should charge for questions. They answered all mine before I bought the program.

Easy to use, user friendly, its great. I recommend it to anyone using quickbooks. A more thorough user guide would be nice, but its easy to figure out

I bought this SW and it worked ok for what I bought.

BUT THEN I FOUND RECURRING MONTHLY CHARGES OF $19.99. I have no recollection of actively signing up for the support service at purchase and never used it.

I was not able to contact the biller (FastSpring) by phone except through an automated system I chose not to use. I was not really clear on what the product was that I was being billed for. I chose to block at my credit card.

I did find e-mails in my spam folder from Propersoft at that point and requested to cancel which happened within 2 hours. I do confirm that the ongoing charges were canceled after I asked for this through the e-mails.

If you buy this product, I recommend checking to see if you have signed up for or been signed up for recurring service charges that you don't want. If you see recurring charges from FS* Propersoft, check your e-mail for the cancellation notice e-mail.

Never got any help with the program after promised that I would receive an email follow up to help with the program on my mac but never received the help as promised

As a new QuickBooks user, I needed to find an efficient solution to convert a CSV file into a QBO file to record charitable donations. The ProperSoft tool was easy to use and made our implementation of a mobile church giving app an even better experience. I recommend this product if you also need to quickly convert a file format to directly upload into QuickBooks.

I've been using the ProperSoft QIF2OFX Conversion tool since July in order to import transactions and update account balances into Microsoft Money and can only say thank you to Sergey and the ProperSoft team for such a great product. I recently purchased their CSV2OFX Conversion tool and find it to be just as great. I highly recommend ProperSoft and their products!

For long-story reasons, I had months of credit card transactions that were missing from Quicken. I downloaded the PDF statements and scraped them into Excel documents, which I saved as CSV files. This software enabled me to import those files as QIF files (Quicken would not import the CSV files). The only problems I encountered were in the creation of the Excel files; the ProperSoft software worked perfectly.

As an Advanced Certified QuickBooks ProAdvisor for Intuit's desktop and online software, I use affordable and reliable ProperSoft products to help my PC and Mac clients in "always sunny" Seattle import their banking transactions that are no longer available for download at their financial institution.

They send me their PDFs and other file formats downloaded from their bank, credit union, and credit cards. I quickly convert them into a format known as Web Connect that we can import into their QuickBooks Pro, Premier, Mac, Enterprise, and Online that I get for them at a discount. I am waiting for my first Quicken client so I can buy that product version.

I recently helped one frantic client import 20 months of transactions so they could meet their 2018 tax deadline. For another, I was able to show their puzzled office manager how to reconcile five months faster because their evil bank (U.S. Bank) doesn't allow direct downloads of transactions into QuickBooks.

I also found the software and user manuals easy to use. I have only been charged once for the software.

This software is rally usefull for me! Its helps to make tasks quickly.

I dont received the InVoice, only the license. If I Recevie, I change the rating for 5 stars

Successful experience with the assistance of ProperSoft support.
I can now import the csv files created by my BNP Bank into Microsoft Money version 14 with the CSV2QIF software produced by ProperSoft.
Many thanks to the support team of ProperSoft