ProperSoft has a consumer rating of 4.73 stars from 122 reviews indicating that most consumers are generally satisfied with their purchases. ProperSoft also ranks 1st among Accounting Software sites.
No critical highlights yet
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.
See positive reviewsI 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.
See critical reviews
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.
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.
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.
