• Bookmark

    ProperSoft

ProperSoft

Write a Review

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
0
View ratings trends
13
See all photos
How would you rate ProperSoft?

Reviews (149)

Rating

Timeframe

Other

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 thomasb215
Costa Rica
1 review
1 helpful vote
  • Send Message
March 1st, 2017

Thanks ProperSoft for your software converter solutions. Also I appreciate the prompt and professional customer service!

Keep up the great work!

Date of experience: March 1, 2017

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Thomas.

Thumbnail of user lyndap11
Australia
1 review
0 helpful votes
  • Send Message
March 31st, 2017
Verified purchase

I haven't had a good experience with this software at all. It doesn't convert everything therefore making it fairly useless.

Date of experience: March 31, 2017

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Hello Lynda,

Thank you for your review and I apologize for your experience. We tried to work on your PDF file, but it has limitations to access all details. We already responded to your ticket about this. IF you would like to refund your order, please send a request to support@propersoft.net.

Thumbnail of user allisong32
Washington
1 review
0 helpful votes
  • Send Message
November 22nd, 2016
Verified purchase

It works great on some PDF file but on other it gave an error message that it couldn't recognize ANY data. But a competing program recognize it just fine.

Date of experience: November 21, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Allison

Thumbnail of user oskarl9
Sweden
1 review
0 helpful votes
  • Send Message
September 8th, 2016
Verified purchase

When my bank statements didn't convert correctly with PDF2OFX, I contacted ProperSoft support and they almost immediately released a new version fixing my problems. Amazing support!

Date of experience: September 7, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Oskar

Thumbnail of user gartrellm
Florida
1 review
1 helpful vote
  • Send Message
February 19th, 2017

Had difficulty getting program to work and Sergiy walked me through the process. Turns out I chose the incorrect tool.

Date of experience: February 19, 2017

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Gartrell

Thumbnail of user greggt5
Minnesota
1 review
0 helpful votes
  • Send Message
August 25th, 2016
Verified purchase

TRIAL OF SOFTWARE INDICATES THAT THE CONVERSION IS PARSED. REALITY IS WHEN YOU PAY FOR THE SOFTWARE THE CONVERTED FILES REMAIN PARSED. THEY OFFER A GURANTEE, BUT IT IS ONLY FOR 14 DAYS. THEY OFFER SUPPORT BUT CHARGE 19.00 A MONTH TO HELP WITH THE SOFRWARE THAT DOES NOT WORK

ONTOP OF SOFTWARE THAT DOES NOT WORK I GET A BILL FOR 19.00 AND THE SUGGESTION THAT I MAY WISH TO CONTINUE PAYING 19.00 A MONTH FOR SUPPOT

EXTREMELY UNHAPPY FIRST TIME USER OF YOUR SOFTWARE

Date of experience: August 25, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Gregg, thank you for your review. We tried to resolve the issue, but could not reach good results due specifics of your PDF files. Your order was refunded.

Thumbnail of user chrish271
California
2 reviews
0 helpful votes
  • Send Message
January 22nd, 2017
Verified purchase

When banks change their web sites, this software allows me to download transaction until I can get Quicken to download automatically again.

Date of experience: January 22, 2017

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Chris

Thumbnail of user herbertb25
Austria
1 review
0 helpful votes
  • Send Message
October 28th, 2017

They deliver perfect Software Solutions and provide perfect Service. Mails are answered within one day. A Service much bigger companies cannot offer.

Date of experience: October 27, 2017

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Herbert.

Thumbnail of user jacobw82
Illinois
1 review
0 helpful votes
  • Send Message
August 6th, 2018

Not much to say - it did exactly what I needed it to do and I had no problems importing the data into Quicken. Good, simple product!

Date of experience: August 5, 2018

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Jacob

Thumbnail of user gregp157
Australia
1 review
0 helpful votes
  • Send Message
July 6th, 2018

When I initially installed it I thought it wasn't working and missing records all over the place but with one email to their CS they showed me which setting I has wrong and it now works perfectly.

Date of experience: July 5, 2018

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Greg.

Thumbnail of user williamb262
New York
1 review
0 helpful votes
  • Send Message
January 24th, 2017
Verified purchase

Their software is a life saver. And a time saver as well. I have no complaints. Worked like advertised.

Date of experience: January 24, 2017

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, William

Thumbnail of user laurentr4
France
1 review
0 helpful votes
  • Send Message
August 31st, 2018

I had a issue trying to convert a PDF to OFX file.
Propersoft support replied quickly to my mail, I tried with the parametrization provided by Propersoft and everything works fine now.

Date of experience: August 30, 2018

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Laurent.

Thumbnail of user richardg1035
Idaho
1 review
0 helpful votes
  • Send Message
May 14th, 2020

Needed CSV2OFX to move some data from Quicken to Wave Accounting. It saved a ton of time and worked great! Thank you.

Date of experience: May 13, 2020

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Richard.

Thumbnail of user mayrar14
California
1 review
0 helpful votes
  • Send Message
December 16th, 2016
Verified purchase

I am a bookkeeper and travel from client to client so I need to use the service at various locations... it's not easy to login and start using.

Date of experience: December 16, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Hello Mayra,

Thank you for your review. All converters are desktop applications for PC and Mac. There is no need to login anywhere to use the applications.

Thumbnail of user ryanb122
Virginia
1 review
0 helpful votes
  • Send Message
January 3rd, 2017
Verified purchase

Found an issue with the converter not breaking out tickers correctly when the security did not have a ticker. Problem was resolved.

Date of experience: January 3, 2017

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Ryan

Thumbnail of user germanp5
Florida
1 review
0 helpful votes
  • Send Message
July 8th, 2018

My experience with this company is that they provide quick and accurate response to support questions and that they are willing to help.

Date of experience: July 8, 2018

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, German.

Thumbnail of user drm109
Maryland
1 review
0 helpful votes
  • Send Message
March 21st, 2020

The conversion software of ProperSoft is excellent and the customer service is outstanding. Recommend highly.

Products used:
Conversion software for my non-profit bookkeeping.

Date of experience: March 20, 2020

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Dr. M.

Thumbnail of user lindam298
New Zealand
1 review
0 helpful votes
  • Send Message
August 27th, 2016
Verified purchase

I am very happy with the Propersoft Conversion. Works with ease every time I use it. I would highly recommend it.

Date of experience: August 26, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Linda

Thumbnail of user williamr492
Bahamas
1 review
0 helpful votes
  • Send Message
November 26th, 2018

I have been a user of various ProperSoft converters for a number of years and have been very satisfied with the products and the support.

Date of experience: November 25, 2018

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, William

Thumbnail of user laurelj3
Washington
1 review
0 helpful votes
  • Send Message
January 22nd, 2017
Verified purchase

The software did what it said it would do. I'm pleased with it. The conversions worked, and I am able to do what I need to do.

Date of experience: January 22, 2017

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Laurel

Thumbnail of user georgek97
Florida
1 review
0 helpful votes
  • Send Message
December 27th, 2016
Verified purchase

These guys were fantastic! Answered all my questions and the software worked as described. Saved me a lot of time

Date of experience: December 27, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, George

Thumbnail of user cosmep2
New Jersey
1 review
0 helpful votes
  • Send Message
June 12th, 2018

Bought the software for 40 $. Simple, user friendly and working perfectly when loading external transactions into Quicken. I recommend it.

Date of experience: June 12, 2018

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Cosme.

Thumbnail of user michelm89
Luxembourg
1 review
0 helpful votes
  • Send Message
November 28th, 2019

Helpdesk has been quick and solve my issue by creating a new functionality in a new release. Thanks to Sergiy

Date of experience: November 28, 2019

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Michel.

Thumbnail of user johnp1142
Delaware
1 review
0 helpful votes
  • Send Message
June 12th, 2018

This software will convert an excel CSV file into QFX format that can be imported into Quicken. Big time saver.

Date of experience: June 12, 2018

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, John.

Thumbnail of user yawa1
Texas
1 review
0 helpful votes
  • Send Message
January 22nd, 2017
Verified purchase

Used propersoft to convert csv files to quicken files. Was easy to use. The review requires 100 characters which is annoying

Date of experience: January 22, 2017

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Yaw

Sitejabber for Business

Gain trust and grow your business with customer reviews.

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.

How do I know I can trust these reviews about ProperSoft?

  • Sitejabber’s mission is to increase online transparency for buyers and businesses
  • Sitejabber has helped over 200M buyers make better purchasing decisions online
  • Suspicious reviews are flagged by our algorithms, moderators, and community members
Have a question about ProperSoft?