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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
I have used the service to convert from PDF to CSV to QBO and QFX (and vice versa.) Works well for banks not offering native downloads, or where the bank's data is formatted incorrectly.
I've used them for years and this tool works great with Netsuite. The team is always there to help when you have a question too.
Thank you for your review, Jackie.
I purchased the CSV2QIF product after being told by Wells Fargo Online support that I could not download into Quicken for Mac 2007 any CC data older than 3 months. This presented a problem since I needed all of the data for 2019. What WF support also told me is that I could download a CSV file for 2019 and then maybe I could find a program to convert CSV to QIF. I search online and found this product. What impressed me the most is the support I got after I ran into some issues with getting the data formatted in the proper way to be successfully imported into Quicken once converted to QIF. Late on a Friday night and on Saturday I was receiving feedback/directions from their support staff that answered every question with links to additional information. Once I knew what to do I was able to seamlessly convert my data and five minutes ago I successfully imported a years worth of purchases and credits into Quicken. I can't say enough about the product and the support I received. I would highly recommend this product if you have the same issues I did and if their level of quality and support for all of their other products as it was for CSV2QIF then you have nothing to worry about. And I'm sure that would be the case.
Products used:
CSV2QIF
Thank you for your review, James
This is truly a great piece of software. It is very easy to use.!
Thank you for your review, James
It does what I wanted it to do with no unnecessary fuss
Thank you for your review, Keith
I received answers to my questions quickly and the answers were detailed and comprehensive.
Thank you for your review, Robert
I did not need to invoke customer support from ProperSoft
Thank you for your review, Juergen
Excellent and very user friendly, recommended to others.
Thank you for your review, Sue
Thank you for your quick attention to the matter presented.
Thank you for you review, Leslie.
A fantastic product. Very helpful customer service. If needed, will definitely use again.
Thank you for your review, Sally
Did exactly what I needed it to, and the customer service was exceptional.
Thank you, Philippe!
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, Anthony.