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ProperSoft Reviews Summary
ProperSoft has a rating of 4.2 stars from 152 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with ProperSoft most frequently mention customer service, credit card and bank statements. ProperSoft ranks 2nd among Accounting Software sites.
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I import transactions regularly for many clients into various accounting software, from various source files. The functionality has always been good, and has evolved with time to assist me in having the correct file for a variety of banks when I need it. For what it was designed for and what I require, it is a perfect match. Thank you, ProperSoft!
Very useful to Import to MS Money data received when my bank changed its output format. Software is regularly updated, and
Support team is nice and very responsive so it matches any particular need.
Thank you
Thank you for your review, Patrice!
Super helpful. I'm using this app every day. And the developer is incredibly supportive. Made my life so much easier. It's worth more the money I paid.
Thank you for your review, Nikolay.
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!
Thank you for your review, Bryan.
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.
Needed to convert pdf to qfx so this software sounds perfect, right? Wrong. Errors on converting pdf. Some items, like airline miles, convert into transactions. Great, so you have to go through and manually delete airline miles. But trying to reconcile accounts, blocks of transactions missing. If you have to manually spend a lot of time cleaning up airline miles, or manually entering transactions, kind
Thank you for your review, Charles. The trial shows all parsing results inside the software, so you can see if your PDF file is not supported before ordering. The parser tries to find anything that looks like transactions and has some specific exclusions like interest tables or duplicate check tables. You can uncheck incorrect transactions before converting If a PDF file is image-based and poorly scanned, the parser may not see some transactions. We provide money back guarantee if your file is not converting.
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.
Thank you for your review, James
The software is excellent! I had a minor issue converting to a QIF file (Quicken) but after a few email exchanges with customer support the problem was resolved. Probably the best customer support I've ever experienced from a software company. Now that Quicken has discontinued downloads from financial institutions (for anything but their subscription service), the CSV2QIF conversion utility is a perfect fix and allows me to download data and import directly into Quicken.
Thank you for your review, John
The conversion software of ProperSoft is excellent and the customer service is outstanding. Recommend highly.
Conversion software for my non-profit bookkeeping.
Thank you for your review, Dr. M.
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.
Thank you for your review, Mary!
My only complaint about my new Apple Card was that I couldn't import transactions into Quicken. With the help of OFX2QFX that problem is solved! Initially the transactions still would not import but after a very quick response from the developer the problem was solved. Great software and great customer support!
Thank you for your review, Karen
I bought the CSV 2 QFX product which has been particularly useful. I need this to import transactions into the Quicken Money Management software. As im based outside the US, my Bank can only export to CSV. ProperSoft bridges this gap & allows me to have the advantages of Quicken without requiring a compatible Bank. Customer support is excellent & personalised. I am very pleased & can highly recommend ProperSoft. I have trusted them for over 3 years & hope to continue using their software.
Thank you for your review, Babak
Posting large numbers of stock trades took me forever before I found this software. With their fast and professional support, I had the program running perfectly and now posting complex transactions from sites that don't have Quicken integration is a breeze!
Thank you for your review!
Great product with a lot of value in it, it makes our work much easier and faster, if the bank doesn't download all transactions, or we are late with downloading some statements than we can do it with bank2QBO. Also great customer service, they answered all my questions quick and to the point, thank you propersoft.
Thank you for your review, Ion.
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.
Bought and used the OFX2QFX converter. Had some problems initially, but their customer support was all over it a flash. Very responsive, and quick to help. Got the problem solved permanently, and I'm off to the races.
I highly recommend this company.
Thank you for your review, Eric!
Products that do the job, customer support prompt, professional & helpful. Company stands by their product / customers years after the initial purchase - something not often seen today.
Thank you for your review, Andrew.
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.
Thank you for your review, Keith.
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.
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
Thank you for your review, Jean-Louis
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.
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- SmartCustomer has helped over 200M buyers make better purchasing decisions online
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Thank you for your review, Pieter!