Check out our latest communities fighting
AI scams on Reddit and Facebook
On SmartCustomer, businesses may not offer incentives or pay to remove reviews. Learn more about our Review Guidelines.
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.
We monitor reviews for authenticity
I bought this SW and it worked ok for what I bought.
BUT THEN I FOUND RECURRING MONTHLY CHARGES OF $19.99. I have no recollection of actively signing up for the support service at purchase and never used it.
I was not able to contact the biller (FastSpring) by phone except through an automated system I chose not to use. I was not really clear on what the product was that I was being billed for. I chose to block at my credit card.
I did find e-mails in my spam folder from Propersoft at that point and requested to cancel which happened within 2 hours. I do confirm that the ongoing charges were canceled after I asked for this through the e-mails.
If you buy this product, I recommend checking to see if you have signed up for or been signed up for recurring service charges that you don't want. If you see recurring charges from FS* Propersoft, check your e-mail for the cancellation notice e-mail.
Products functions perfectly, saved lots of time and worries. After using it for few years, customer service responded quickly to my need to re-install and acquire reg. Code. I'm very satisfied overall!
Thank you for your review, Rafael.
I have been using their software for some years no - without any problems. After having to install on a new computer i ran into a problem - and their support solved the problem within an hour. Just great!
Thank you for your review, Mario
Very impressed! We use them quite regularly at my accounting firm to get import-ready file formats into Sage 50, QB, Wave. They all require a different format and often times won't import successfully, leaving you back at square 1. Luckily, this nifty company exists and offers countless ways to get to the CSV, OFX, etc. that will ultimately be imported. Saved me tons of time and I compliment the customer service!
Thank you for your review, Rishi
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.
I have 3 years worth of PDF to convert into CSV files and I was dreading doing each PDF line by line. I did some searching and found another software that was WAY more expensive. I was skeptical at first. In fact, I was upset because I purchased the wrong version of the software and I did not realize it. I contacted customer support for a refund. He asked some questions and found out I purchased the wrong converter. He provided a link to the right software and transferred my license to the correct one. The first time I tried it, it worked perfectly. This is one the best software purchases I have ever made. I was able to meet deadline and it helped organize me life. It works great!
Thank you for your review!
I purchased one of ProperSoft's transfer tools, which is going to save me a lot of time. On the first day I ran into problems due toa bug in Quicken. Although it was nothing to do with ProperSoft's tool Sergiy really went out of his way to help and in the end provided two possible solutions within hours of contacting support. You can tell by his responses that he genuinely wants to help.
Thank you for your review, Tim
I had several years worth of PDFs from my bank that I needed to get into Quicken. Anything I tried was either going to be quite expensive or quite cumbersome. Then I found this program. It's so simple to use, and so fast. Many thanks to the technical support group. I bought the wrong version initially and they were very gracious and letting me get exactly what I needed at no additional charge. Really responsive to my email heard back within minutes. If you need to get things into Quicken or any other financial software program, this is the suite of conversion packages that you need.
Thank you for your review, Susan
I purchased a simple CSV converter to import some of my transaction history into Quicken. It was a one time purchase. Be sure to read all fine print. Very difficult to get hold of the company. Software however did just what it said it would.
Hello Glade. There was only request from you today and your charges were refunded.
Never got any help with the program after promised that I would receive an email follow up to help with the program on my mac but never received the help as promised
Hello Michelle,
Thank you for your review. Your support ticket was answered promptly, but it was a new feature for a special format for your files. The release was postponed to the end of the tax season and the feature was released this week. We sent a message with upgrade instructions and free upgrade license.
I've been using the ProperSoft QIF2OFX Conversion tool since July in order to import transactions and update account balances into Microsoft Money and can only say thank you to Sergey and the ProperSoft team for such a great product. I recently purchased their CSV2OFX Conversion tool and find it to be just as great. I highly recommend ProperSoft and their products!
Thank you for your review, Ken
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 [email protected].
I just wanted you to know how glad I am to have gotten the entire suite of converters in October 2015. Have been utilizing them ever since, & continue discovering new converters in the package. They have been & continue to be exceptionally helpful for my work. Discovered the PDF to QBO converter today. Wow.
You have one very satisfied customer. Please keep up the superior work in developing such a great set of products. Also, please share my comments with your staff too.
Michael / Consultant / Aurora, CO
Thank you for your review, Michael
Thanks ProperSoft for your software converter solutions. Also I appreciate the prompt and professional customer service!
Keep up the great work!
Thank you for your review, Thomas.
Deceptively simple interface allows conversion to be well tailored for your account names and version of Quicken. Full disclosure, I only used it for Quicken 2014
Thank you for your review, John
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
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
Thank you for your review, James
I used it to pull in transactions that were no longer available. I copied them from PDF reports, pasted them into excel, cleaned them up, then used this tool to convert to a compatible import file.
Thank you for your review, Joe
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
Answer: PDF2CSV has Xero as the "CSV target", so it is suitable. CSV target as Xero means the CSV file will have all columns applicable during CSV import in Xero
Answer: Please try the latest version from https://www.propersoft.net/
Answer: Yes, please open this QIF file with the Transactions app and review transactions. If you see all data is parsed correctly, create a new QIF file selecting applicable QIF target.
Answer: Tim, Please try the Transactions app at https://www.propersoft.net/download/transactions
Answer: Hello Georiga, please email [email protected] the QIF file that was created. PDF2QIF does not create mac zip files.
Answer: Yes, Bank2QIF at https://www.propersoft.net/products/bank2qif converts CSV, Excel, PDF, OFX, QFX, QBO, QMTF to QIF format.
Answer: Most likely you are referring to INTU. BID values. CSV2QFX reads the list of INTU. BID values from Quicken installed on the same computer. You can simply enter "allowed" INTU. BID value (a four digits number) as well before converting to a QFX file.
Answer: For the current version, bank, credit card transactions are supported. For investment accounts, only cash transactions are supported.
Answer: Yes, CSV2OFX, CSV2QIF, CSV2QFX create files importable by Banktivity 5 or later.
Answer: Hello Iliana, You can download at https://www.propersoft.net/download. Click on the download icon and click Windows download.
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.
Gain trust and grow your business with customer reviews.
Claim your free account
Gain trust and grow your business with customer reviews.
Claim your free account
Hello John, thank you for your review. Your order has the conversion support subscription and each renewal confirmation sent to your email has the cancellation link. Your request for cancellation was resolved within 2 hours.