ProperSoft Reviews - 134 Reviews of Propersoft.net

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How would you rate ProperSoft?

Top Positive Review

“Superb & Valuable Software”

Babak Y.

2/16/20

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.

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Top Critical Review

“Trial looked good but real software has lot of errors”

Charles L.

5/13/20

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

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Reviews (134)

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customer service (9) customer support (9) csv files (5) quicken (27) microsoft money (4) quickbooks desktop (3) qif files (3) pdf statements (3) import transactions (3) 3 years (3) credit cards (3)

Babak Y.

1 review

0 helpful votes

“Superb & Valuable Software”

February 16th, 2020

Helpful (0)

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Sergiy T. – ProperSoft Rep 2/16/20

Thank you for your review, Babak

Tom a.

1 review

1 helpful vote

“Too many bugs to be trusted”

September 4th, 2016

Verified purchase

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

Helpful (1)

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Sergiy T. – ProperSoft Rep Over a year old

Hello Tim, thank you for your review! As PDF documents are coming in endless varieties, free trial and free support are provided before and after the purchase to test the software with your PDF file, as well as refund is provided should you decide to purchase before trying and experience issues after the purchase.

John H.

1 review

1 helpful vote

“Highly Recommended!”

May 5th, 2020

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.

Products used:
CSV2QIF

Service

Value

Shipping

Returns

Quality

Helpful (1)

Thank you

Sergiy T. – ProperSoft Rep 5/13/20

Thank you for your review, John

Rebecca P.

1 review

0 helpful votes

“Doesn't convert date into correct format”

November 20th, 2016

Verified purchase

Once the file has been converted from csv to money, a further manual date change exercise needs to be performed. Not great for the cost considering the program purports to do this correctly automatically

Helpful (0)

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Sergiy T. – ProperSoft Rep Over a year old

Hello Rebecca,

Thank you for your review. You can adjust expected date format during conversion and reimport OFX file with correct dates. Please contact support@propersoft.net if you need any assistance.

Nikolay S.

1 review

0 helpful votes

“An answer to my prayers”

June 8th, 2020

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.

Helpful (0)

Thank you

Sergiy T. – ProperSoft Rep 6/25/20

Thank you for your review, Nikolay.

Patrice D.

1 review

0 helpful votes

“Great support”

July 28th, 2020

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

Helpful (0)

Thank you

Sergiy T. – ProperSoft Rep 7/29/20

Thank you for your review, Patrice!

Charles L.

1 review

0 helpful votes

“Trial looked good but real software has lot of errors”

May 13th, 2020

Helpful (0)

Thank you

Sergiy T. – ProperSoft Rep 5/13/20

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.

Patricia A.

1 review

0 helpful votes

“The solution to a download problem.”

July 29th, 2018

My credit card's bank changed and no longer downloads into Quicken. The PrioperSoft program converts CSV files so they can be imported without all that typing. Not as smooth as the direct download, (doesn't use my memorized payee list to assign categories, etc.) but still saves me a lot of work. Took me three tries to get it right the first time, but now it is fine.

Helpful (0)

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Sergiy T. – ProperSoft Rep 2/16/20

Thank you for your review, Patricia

Richard G.

1 review

0 helpful votes

“Great Tool”

May 14th, 2020

Needed CSV2OFX to move some data from Quicken to Wave Accounting. It saved a ton of time and worked great! Thank you.

Helpful (0)

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Sergiy T. – ProperSoft Rep 6/8/20

Thank you for your review, Richard.

Joanne B.

1 review

0 helpful votes

“The best priced solution I could find - but its bulky”

June 23rd, 2018

I needed a conversion application to be able to enter spreadsheet information from Excel to Quickbooks Desktop. I found this one, and it does the job, but it's not that easy. I had to try it several times (in a test company thankfully) to see exactly where and how things post. It has a lot of columns which I didn't need (some people will) and it's really basic.

On the positive side though, it works, and it's not expensive. So thank you!

Helpful (0)

Thank you

Sergiy T. – ProperSoft Rep 2/16/20

Thank you for your review, Joanne.

Mary L.

1 review

0 helpful votes

“Perfect to convert CSV to QBO”

March 9th, 2020

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.

Helpful (0)

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Sergiy T. – ProperSoft Rep 3/10/20

Thank you for your review, Mary!

Pieter S.

1 review

0 helpful votes

“I have used this software for about 10 years now and it is great!”

November 11th, 2020

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!

Helpful (0)

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Sergiy T. – ProperSoft Rep 11/25/20

Thank you for your review, Pieter!

BRYAN L.

1 review

0 helpful votes

“Great support”

June 4th, 2020

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!

Helpful (0)

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Sergiy T. – ProperSoft Rep 6/8/20

Thank you for your review, Bryan.

Lesley T.

1 review

1 helpful vote

“Not useful for larger companies”

November 18th, 2016

Propersoft CSV2QBJ converter can only convert 33 lines maximum of data into a QBJ file, any accountants will agree with me that this is of no value when you are trying to import excel/cvs files with hundreds of lines per journal entry. Further, once the journal entries were separated to create entries of 33 lines or less, the upload into Quickbooks failed and caused the company file to close. I do not recommend this tool for larger companies with journal entries over 33 lines to convert.

Update: Proper Soft granted me a refund in full, so I appreciate the customer service, although I would not recommend this product for larger companies with long journal entries to convert & post.

Helpful (1)

Thank you

Sergiy T. – ProperSoft Rep Over a year old

Thank you for your feedback. Quickbooks allows 33 lines PER ENTRY for General Journal Entries. If you are not using entry numbers on your CSV file, consider using them as this is Quickbooks limitation for general journal entries, not CSV2QBJ.

Please contact support@propersoft.net with details about the issue you experienced, and I will help you resolve it. QBJ format requires a lot of details to be provided, and you may consider CSV2QBO at https://www.propersoft.net/csv2qbo/ or CSV2IIF https://www.propersoft.net/csv2iif/ as easier choices for your data import.

Dr M.

1 review

0 helpful votes

“Outstanding Software and Service”

March 21st, 2020

The conversion software of ProperSoft is excellent and the customer service is outstanding. Recommend highly.

Products used:
Conversion software for my non-profit bookkeeping.

Helpful (0)

Thank you

Sergiy T. – ProperSoft Rep 3/21/20

Thank you for your review, Dr. M.

Stephen D.

1 review

0 helpful votes

“Support”

November 24th, 2020

I've now contacted ProperSoft twice on different occasions, both times received prompt and accurate help. Excellent support.

Helpful (0)

Thank you

Sergiy T. – ProperSoft Rep 11/25/20

Thank you for your review, Stephen!

Karen B.

1 review

0 helpful votes

“Very Valuable Software”

February 19th, 2020

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!

Helpful (0)

Thank you

Sergiy T. – ProperSoft Rep 2/19/20

Thank you for your review, Karen

James M.

2 reviews

0 helpful votes

“Review for CSV2QIF by ProperSoft”

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

Helpful (0)

Thank you

Sergiy T. – ProperSoft Rep 5/13/20

Thank you for your review, James

G J.

1 review

0 helpful votes

“Elegantly designed software that works perfectly and is supported professionally!”

December 7th, 2019

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!

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Sergiy T. – ProperSoft Rep 2/16/20

Thank you for your review!

Ion M.

1 review

0 helpful votes

“Saves us tons of time, a lot of value for the money”

December 5th, 2019

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.

Helpful (0)

Thank you

Sergiy T. – ProperSoft Rep 2/16/20

Thank you for your review, Ion.

Michel M.

1 review

0 helpful votes

“Reactivity and professionalism”

November 28th, 2019

Helpdesk has been quick and solve my issue by creating a new functionality in a new release. Thanks to Sergiy

Helpful (0)

Thank you

Sergiy T. – ProperSoft Rep 2/16/20

Thank you for your review, Michel.

Curtis W.

1 review

0 helpful votes

“Very simple and easy to use.”

June 4th, 2018

This does the QIF to QFX conversion very easily in just a few clicks. I am using a 2006 iMac and have no issues. The trial version will continue to do 10 transactions at a time but this became a hassle and I couldn't find any other Mac program that did this so easily. Four stars because the price seems a little high for a fairly simple program.

Helpful (0)

Thank you

Sergiy T. – ProperSoft Rep 2/16/20

Thank you for your review, Curtis

Eric E.

1 review

0 helpful votes

“Great Software and even better service.”

November 11th, 2019

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.

Helpful (0)

Thank you

Sergiy T. – ProperSoft Rep 2/16/20

Thank you for your review, Eric!

Glade J.

1 review

0 helpful votes

“Simple software that did what it said it would.”

June 19th, 2017

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.

Helpful (0)

Thank you

Sergiy T. – ProperSoft Rep Over a year old

Hello Glade. There was only request from you today and your charges were refunded.

Aristotle N.

1 review

0 helpful votes

“Best software to keep your 2005 to 2019 Quicken, Quickbooks program updated indefinitel”

November 27th, 2020

Great Program to keep your 2005 to 2019 Quicken, Quickbooks program updated indefinitely. ProperSoft allows you to convert the banking download information and PDF banking statements from any year and convert into a format that can be imported into Quicken, Quickbooks. Intuit is a 7 billion dollar company and their business model is to force people to update the program every year. I have been using Propersoft since 2012 and have saved thousands of hours of manually importing the information one line at a time into my Quicken 2008 program. I will never update my Quicken 2008 program. For PDF Bank Statements you can link to Bank2QBO at https://www.propersoft.net/products/bank2qbo

Helpful (0)

Thank you

Sergiy T. – ProperSoft Rep 11/30/20

Thank you for your review, Aristotle!

123456

Q&A (18)

Question:

Why is it not importing all the transactions form my pdf?

Answer:

Please try the latest version from https://www.propersoft.net/

By Sergiy T., Customer Service, Application Developer over a year old

Question:

Does this convert from csv to qif?

Answer:

Yes, Bank2QIF at https://www.propersoft.net/products/bank2qif converts CSV, Excel, PDF, OFX, QFX, QBO, QMTF to QIF format.

By Sergiy T., Customer Service, Application Developer over a year old

See more answers (2)

Question:

Hi just bought the software for macs pdf2qif it has saved as a mac zip file not a qif??

Answer:

Hello Georiga, please email support@propersoft.net the QIF file that was created. PDF2QIF does not create mac zip files.

By Sergiy T., Customer Service, Application Developer on 2/17/20

Question:

I have heard that quicken puts proprietary data in qfx files & they will not import without that data. so how will your converter work in that case?

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.

By Sergiy T., Customer Service, Application Developer over a year old

Question:

Will csv2qfx convert brokerage account csv files? will quicken 2019 for mac successfully import the result?

Answer:

For the current version, bank, credit card transactions are supported. For investment accounts, only cash transactions are supported.

By Sergiy T., Customer Service, Application Developer over a year old

Question:

Does csv2qfx converter compatible with banktivity 5 financial software?

Answer:

Yes, CSV2OFX, CSV2QIF, CSV2QFX create files importable by Banktivity 5 or later.

By Sergiy T., Customer Service, Application Developer over a year old

Question:

Yes -- i want to try it but cant figure out how to download it on my pc

Answer:

Hello Iliana, You can download at https://www.propersoft.net/download. Click on the download icon and click Windows download.

By Sergiy T., Customer Service, Application Developer over a year old

Question:

Hello, iam planning to get the software and currently we are using quickbook online, can you please confirm if this software works with qb online??

Answer:

Paola, Quickbooks Online imports CSV files, you can choose any converter ending with 2CSV, like Bank2CSV at https://www.propersoft.net/products/bank2csv that converts all formats including PDF, or specific ones like PDF2CSV at https://www.propersoft.net/products/pdf2csv 2CSV converters have a setting called "CSV target" - make sure to set it to "Quickbooks Online" when you convert.

By Sergiy T., Customer Service, Application Developer over a year old

Question:

I want to convert my bank statements from pdf to csv for xero, is propersoft pdftocsv suitable?

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

By Sergiy T., Customer Service, Application Developer over a year old

Question:

How does propersoft compare with moneythumb's 2qfx convert product? i only want to convert csv files to quicken qfx, i'm guessing?

Answer:

You can use ProperSoft CSV2QFX at https://www.propersoft.net/products/csv2qfx there are some difference between products you mentioned, I suggest to try and decide yourself.

By Sergiy T., Customer Service, Application Developer over a year old

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About 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

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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“Superb & Valuable Software”

“Trial looked good but real software has lot of errors”

Reviews (134)

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Q&A (18)

Why is it not importing all the transactions form my pdf?

Does this convert from csv to qif?

Hi just bought the software for macs pdf2qif it has saved as a mac zip file not a qif??

I have heard that quicken puts proprietary data in qfx files & they will not import without that data. so how will your converter work in that case?

Will csv2qfx convert brokerage account csv files? will quicken 2019 for mac successfully import the result?

Does csv2qfx converter compatible with banktivity 5 financial software?

Yes -- i want to try it but cant figure out how to download it on my pc

Hello, iam planning to get the software and currently we are using quickbook online, can you please confirm if this software works with qb online??

I want to convert my bank statements from pdf to csv for xero, is propersoft pdftocsv suitable?

How does propersoft compare with moneythumb's 2qfx convert product? i only want to convert csv files to quicken qfx, i'm guessing?

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