ProperSoftReviews 152

Calling Intuit Tech support was worthless. They wasted almost 2 hours of my time only to find out that they didn't even have a converter in house. I e-mailed the developer after hours and got an auto reply about business hours. I figured the next day he would take care of. Much to my surprise he replied shortly thereafter with how I could rectify the problem and BLAM! It worked. Spend the cash to pay this family man for his brain power then move on with life knowing you did the right thing today my friend.

The software is easy to use, has a clean clear UI, and does exactly what it says it will do. Sergiy answers questions personally and promptly. Highly recommended.

Fantastic app, and it was a lifesaver. Recently, either my MasterCard bank (Comenity) stopped providing QFX downloads, or Quicken stopped providing OFX imports - I don't know which it was. Anyhow, I was only able to download OFX files from the bank, and unable to import them into Quicken. So, I did a google search and found this product by ProperSoft. I tried the trial version, and it imported 10 transactions flawlessly. This was on my Windows laptop. I immediately purchased the Windows version and used it. Shortly thereafter, my Windows laptop died, and I was forced to switch to using Quicken for Mac on my MacBook. I emailed the company explaining the situation and asking if I could transfer my license from Windows to Mac. They responded right away and provided me a new license key. I installed the license on Mac, and was able to re-import 1005 credit card transactions into Quicken. This app has been such a lifesaver. I am very thankful for it.

First of all I must say support is fantastic. I submitted a question on the weekend, I'm not even a customer, and the reply came back very quickly.

I did find that QBO files are only supported back to 2016 so my 2011 version needs to use IIF files. OK, fine. I tried the Bank2IIF. I like it, let me be clear, it WORKS.

There are just a couple of items that need to be tweaked.

Mapping: Need to be able to save a set of mappings when converting a bunch of files. I seem to only be able to do ONE. And save them session to session.
Account: It would be nice to have a mapping of vendor to account so that you only have to do it once and then all the files imported would be the same account. That said, it would be GREAT if it used the QB APIs and went INTO your QB File and gave you a drop down list of the accounts and maybe (this is reaching) defaulted to the last account used for that vendor.
Target the product toward repetitive processes, not one offs.

I purchased ProperSoft's full package more than two years ago & have been very happy with it. It was a one-time purchase, cost very reasonable & it has saved me so much effort for my clients, Highly recommended!

I'm still using Microsoft Money and my new credit card didn't support export of statements into the format needed. As it would let me download a pdf statement, I was delighted to find that PDF2QIF would do the necessary conversion to import the statement in the Quicken QIF format. I only need to check the credit/debits are the right way round and unselect a statement total at the bottom. Now I've done it a few times and MS Money has memorised the new payee names, it saves me an enormous amount of time compared to manual entry. It's a relief to be able to continue using MS Money and not have to worry that credit cards and bank accounts might not support export to it. I assume I could also have done the job with some of their other tools and formats (csv, ofx etc), but this works well for me. Many thanks!