ProperSoft has a rating of 4.8 stars from 148 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with ProperSoft most frequently mention customer service, credit card, and microsoft money. ProperSoft ranks 2nd among Accounting Software sites.
This software did exactly what I needed with converting bank files into Quicken readable files. I found it easy to navigate and understand.
No longer works well with ANY bank statements. It imports items NOT EVEN IN THE STATEMENTS! AND doesn't import other regular transactions. It does the same with other standard bank statements. WHAT HAVE YOU DONE TO YOUR SOFTWARE?! It used to work so well! Won't be using it or recommending it to CPAs and other bookkeeping entities. Using your software now is more time consuming than manual entry.
I don't think I would have ever been able to reconcile the last 10 years of my financial portfolio. I fell behind reconciling 14 cash and investment accounts over the last 10 years. I no longer had electronic OFX access to historical account transactions, but I had 10 years worth of PDF statement files. Entering these statements into Quicken manually would have taken months if not a year. I found ProperConvert with a Google search and I gave it a try. I was amazed. This utility is nothing short of magic. I was able to bulk convert years of PDF statements by multiselecting years of PDF statements and then proofing the results in ProperConvert before automatically importing them into Quicken. Thanks ProperSoft!
Products used:
ProperSoft
I am so thrilled to have come across this software that was a huge life saver to me. I needed to catch years of accounting for a client and this was just a simple as it gets process. I highly recommend anyone that needs to enter multiple transactions to give this software a try!
There isn't a better company then ProperSoft to do business with ProperSoft is a family owned business that creates software for importing transaction into Microsoft Money, Quick Books, and Quicken. I've been doing business with Sergiy the owner. And creator of this software since January 31,2011 when Microsoft discontinued Microsoft Money. If it weren't for his software I wouldn't be able to keep my accounts updated. I highly recommend ProperSoft!
Products used:
Bank2OFX, and Proper Convert
Totally satisfied with the Propersoft Transactions product. The purchase was well worth it: It converts bank checking accounts and credit card accounts' statements to iif. Files that import very easily into QuickBooks desktop (in QBks, select File, Utilities, Import). This avoids having to buy new versions of QuickBooks, just to be able to download from the banks.
I also liked the interaction with the Propersoft people on the phone.
Products used:
Propersoft Transactions software
(No shipping as can be downloaded)
Thank you for your review!
Our bank saves transaction for downloading to Quickbooks for about 6 months. When I realized my partner wasn't reconciling, I embarked on "accounting archeology" to get our books in order. I found ProperSoft which could take PDF statements and translate to QBO transactions that I could import. This saved me many stupefying hours, which I was dreading. Grateful for this tool. I didn't need it indefinitely, just for this one activity, so I rented it for a month, got the job done, and that was it.
Really like this tool. Thanks!
Having used ProperSoft products for over five years, I can tell you that they excel in great software and friendly customer service. Their products have saved me countless hours of rote transaction input. And, whenever I have had a question - or didn't understand how a product worked with my apps, they answered promptly with genuine concern for getting my issue resolved. As a family run business, I applaud them on creating unique products that are backed by excellent customer care.
Tip for consumers:
Family run company with great products and customer care.
Products used:
ProperSoft software.
Thank you for your review, David!
This ProperSoft ProperConvert software is amazing. It has saved me so much time when I needed to convert bank statement pdf transactions to Excel to use to load into Quickbooks accounting software. My secret weapon is exposed. Thanks for creating this software.
Products used:
ProperConvert Complete
Thank you for your review, Sandra!
It works SO well. For some reason, my old MS Money program will not deal with the. Ofx and qfx files provided by MBNA MC online but if I dl the. Csv and use Propersoft Transactions, I just browse to the. Csv, click "convert" and then move on to the next statement. Brilliant, perfect, easy solution.
Products used:
ProperSoft Transactions
Thank you for your review, Edie!
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!
Thank you for your review, Joanne.
I used Transactions to convert PDF bank statements into QFX to use in Quicken. It worked and saved me from having to enter all my transactions manually. What a relief!
It took a little bit of fiddling around to get things just right because this kind of stuff is not my area of expertise.
What really impressed me was the prompt personal support I got from Sergiy. He helped me figure things out and clearly wanted to make sure it worked for me. If I need to do convert transactions in the future I will use Transactions.
Steven C - Toronto
Tip for consumers:
Excellent support
Products used:
Transactions
Thank you for your review, Steven!
No longer works well with ANY bank statements. It imports items NOT EVEN IN THE STATEMENTS! AND doesn't import other regular transactions. It does the same with other standard bank statements. WHAT HAVE YOU DONE TO YOUR SOFTWARE?! It used to work so well! Won't be using it or recommending it to CPAs and other bookkeeping entities. Using your software now is more time consuming than manual entry.
Products used:
Software
Hello Betty, thank you for your review. For specific parsing issues, please contact support at support@propersoft.net
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
So many banks and credit cards QBO files don't upload all of the transactions and make the process much longer than it needs to me. With Propersoft, I can ensure all of my transactions are in CSV before converting it to a QBO file. I got this thinking, if it was helpful once it would be worth it, now I can't imagine working without it.
Tip for consumers:
Accountants, Bookkeepers anyone dealing with lots of CSVs and QBOs
Thank you for your review, Victoria!
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
Thank you for your review, John
Really simplifies all the work processes. We struggled to put all our transitions into our accounting app and had to put everything manually. It took ages for us to put all the data in our system. But this app simplifies everything for us, and it reads all formats.
Thank you for your review, Scottie!
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.
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.
Thank you for your review, Patricia
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!
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.
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!
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!
Thank you for your review, Pieter!
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.
Products used:
CSVTOQBO Converter
Thank you for your review, Peter!
The support from ProperSoft has been brilliant each time I've contacted them, not concerning the performance of their software which is excellent, but over settings, codes etc. It's 2nd to none. Would highly recommend them.
Products used:
Software download
Thank you for your review, Stephen!
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.
I had a problem converting data from one version of a money management program to another. I was running my business on this software so this needed to be solved. I had tried numerous experts and spent months myself trying to solve this. Propersoft came up with a simple straightforward solution within a week! Very relieved and grateful.
Thank you for your review, Mark.
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.
Thank you for your review, Robert!