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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
Thanks ProperSoft for your software converter solutions. Also I appreciate the prompt and professional customer service!
Keep up the great work!
I haven't had a good experience with this software at all. It doesn't convert everything therefore making it fairly useless.
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.
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.
Thank you for your review, Allison
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!
Thank you for your review, Oskar
Had difficulty getting program to work and Sergiy walked me through the process. Turns out I chose the incorrect tool.
Thank you for your review, Gartrell
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
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.
They deliver perfect Software Solutions and provide perfect Service. Mails are answered within one day. A Service much bigger companies cannot offer.
Thank you for your review, Herbert.
When banks change their web sites, this software allows me to download transaction until I can get Quicken to download automatically again.
Thank you for your review, Chris
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!
Thank you for your review, Jacob
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.
Thank you for your review, Greg.
Their software is a life saver. And a time saver as well. I have no complaints. Worked like advertised.
Thank you for your review, William
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.
Thank you for your review, Laurent.
Needed CSV2OFX to move some data from Quicken to Wave Accounting. It saved a ton of time and worked great! Thank you.
Thank you for your review, Richard.
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.
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.
Found an issue with the converter not breaking out tickers correctly when the security did not have a ticker. Problem was resolved.
Thank you for your review, Ryan
My experience with this company is that they provide quick and accurate response to support questions and that they are willing to help.
Thank you for your review, German.
The conversion software of ProperSoft is excellent and the customer service is outstanding. Recommend highly.
Products used:
Conversion software for my non-profit bookkeeping.
Thank you for your review, Dr. M.
I am very happy with the Propersoft Conversion. Works with ease every time I use it. I would highly recommend it.
Thank you for your review, Linda
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.
Thank you for your review, William
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.
Thank you for your review, Laurel
These guys were fantastic! Answered all my questions and the software worked as described. Saved me a lot of time
Thank you for your review, George
Bought the software for 40 $. Simple, user friendly and working perfectly when loading external transactions into Quicken. I recommend it.
Thank you for your review, Cosme.
Helpdesk has been quick and solve my issue by creating a new functionality in a new release. Thanks to Sergiy
Thank you for your review, Michel.
This software will convert an excel CSV file into QFX format that can be imported into Quicken. Big time saver.
Thank you for your review, John.
Used propersoft to convert csv files to quicken files. Was easy to use. The review requires 100 characters which is annoying
Thank you for your review, Yaw
Gain trust and grow your business with customer reviews.
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, Thomas.