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.
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
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.
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
The product works great, it worked for exactly what I needed it to do. If I could suggest 1 thing that they could do to help those of us that are rookies to this new technology is to post a number that was easy to call for support questions.
Hello Mike, I checked the support records and your refund request for incorrect order was processed on the same day you placed it.
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.
Hello Betty, thank you for your review. For specific parsing issues, please contact support at support@propersoft.net
I purchased the software, when I was testing with a bank statement file. After purchasing it converted that file in full with few date mistakes and it worked fine, after that it didnt convert any file at all. I didnt pay the license fee for converting just one file.
Hello Murtaza,
Thank you for taking your time to review our software. We did receive your support request before purchase and provided you with discount by your request and then provided support to you for the issue with your PDF files.
If you are converting PDF files from non-US banks, we request to contact support@propersoft.net to review your files as PDF files especially from non-US banks come in great varieties and we add support for new PDF layouts very often.
We provide free trial, free support before and after purchase as well as money back guarantee to help you in the best way we can to convert your files or give you money back you experienced issues with specific cases and we could not help you.
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.
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 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 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!
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.
Purchasing this software made it possible for me to convert my Excel files to Quicken format as Paypal has discontinued to allow downloads from their site making it very difficult to download transactions. Works Perfect!
Thank you for your review, JoAnn.
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!
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.
Thank you for your review, Peter!
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
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.
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 love the program. As a retired financial analyst, it's just what I was looking for. Simple, yet, effective. After 45 years of doing analysis, these days, I look for something that is simple and yet will do the job. Your product fills the bill grandly. Thank you for all you do and this great product. Best wishes.
Thank you for your review, Nicole
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.
Thank you for your review, Victoria!
I surveyed several other products to translate my bank off to input in quicken this one was the only one that worked proper and without hassle, and it can join multiple files in one output
Thank you for your review, Cassio!
I faced having to keyboard several years of credit card details into Quicken. I knew that a work-around must exist and I found this wonderful package. With some support from Word and Excel, Propersoft saved me weeks of drudge work.
I cannot praise the product and the product support that that I received with enough stars.
Thanks so very much
Thank you for your review, Richard
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 support@propersoft.net 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.
ProperSoft has a rating of 4.6 stars from 151 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.
Thank you for your review, Susan