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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
0
View ratings trends
13
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How would you rate ProperSoft?

Reviews (149)

Rating

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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 anthonyw160
Kentucky
1 review
1 helpful vote
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June 15th, 2018

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.

Service
Value
Quality

Date of experience: June 15, 2018

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Anthony.

Thumbnail of user jackiew152
Missouri
1 review
0 helpful votes
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July 23rd, 2019

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.

Date of experience: July 23, 2019

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Jackie.

Thumbnail of user jamesm1859
North Carolina
2 reviews
0 helpful votes
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May 9th, 2020

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

Service
Value
Shipping
Quality

Date of experience: May 9, 2020

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, James

Thumbnail of user pauls888
Texas
1 review
1 helpful vote
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June 28th, 2018

The software worked GREAT! Unfortunately, QB Online wasn't the product I expected. I will use your software for many other purposes.

Date of experience: June 28, 2018

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Paul.

Thumbnail of user jamesb478
New York
1 review
0 helpful votes
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January 24th, 2017
Verified purchase

This is truly a great piece of software. It is very easy to use.!

Date of experience: January 24, 2017

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, James

Thumbnail of user keithw65
Ireland
1 review
0 helpful votes
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August 24th, 2016
Verified purchase

It does what I wanted it to do with no unnecessary fuss

Date of experience: August 24, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Keith

Thumbnail of user roberta361
Maryland
1 review
0 helpful votes
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December 28th, 2016
Verified purchase

I received answers to my questions quickly and the answers were detailed and comprehensive.

Date of experience: December 28, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Robert

Thumbnail of user lesliej13
New York
1 review
0 helpful votes
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August 23rd, 2016
Verified purchase

Thank you for your quick attention to the matter presented.

Date of experience: August 23, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for you review, Leslie.

Thumbnail of user philipped4
Colorado
1 review
0 helpful votes
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August 23rd, 2016
Verified purchase

Did exactly what I needed it to, and the customer service was exceptional.

Date of experience: August 23, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you, Philippe!

Thumbnail of user suef23
Australia
1 review
0 helpful votes
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August 28th, 2016
Verified purchase

Excellent and very user friendly, recommended to others.

Date of experience: August 28, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Sue

Thumbnail of user juergent
Germany
1 review
0 helpful votes
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August 29th, 2016
Verified purchase

I did not need to invoke customer support from ProperSoft

Date of experience: August 29, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Juergen

Thumbnail of user sallyk18
Oregon
1 review
0 helpful votes
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October 2nd, 2016
Verified purchase

A fantastic product. Very helpful customer service. If needed, will definitely use again.

Date of experience: October 1, 2016

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Sally

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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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