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ProperSoft

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Texas
1 review
0 helpful votes
Follow Doug A.
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Functions adequately
August 29, 2016

Converts most csv documents, but sometimes fails to recognize some characters or values. I spend more time than I'd like preparing the csv document to conform to the conversion software. I'd like it better if the CSV2QBO could learn some variations that can occur in csv.

Date of experience: August 29, 2016
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Doug

Arizona
1 review
1 helpful vote
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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.

Date of experience: May 5, 2020
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, John

Washington
1 review
0 helpful votes
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Very Valuable Software
February 19, 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!

Date of experience: February 19, 2020
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Karen

Colorado
1 review
1 helpful vote
Follow Phyllis T.
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Works great!
July 24, 2018

Some banks and credit cards do not support downloads to Quicken, but do support. Csv. ProperSoft's CSV2QFX is the perfect solution. The interface is intuitive. So I was easily able to figure out what I needed to do to get the output I needed (i. E. which columns were debits, which columns were credits). I am happy with the product and recommend it.

Date of experience: July 24, 2018
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Phyllis.

California
1 review
0 helpful votes
Follow Mark B.
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As a Quickbooks user, a need arises to convert files provided by banks and CC providers for import. I found Propersoft's products, Bank2QBO and PDF2QBO, to work perfectly. Transaction was seamless and customer response to small issues were immediate and thorough. Very pleased with this product and the choice.

Date of experience: August 23, 2016
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Mark

Massachusetts
1 review
0 helpful votes
Follow Ted K.
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I downloaded and install CVS2QBO to convert some quickbooks on-line registers to quickbooks desktop pro registers. I had an issue mapping the debits/credits and Propersoft responded quicky and resolved my issue. I was successfully able to migrate the registers over saving countless hours on manual input using this tool.

Date of experience: July 17, 2018
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Ted.

Canada
1 review
0 helpful votes
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Products that do the job, customer support prompt, professional & helpful. Company stands by their product / customers years after the initial purchase - something not often seen today.

Date of experience: October 28, 2019
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Andrew.

California
1 review
0 helpful votes
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WONDERFUL
July 26, 2018

I've used ProperSoft for quite a number of years now and love it. Works beautifully and their support staff always has an answer, if I get stuck. +10 as far as I'm concerned

Date of experience: July 26, 2018
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Kimara

Canada
1 review
0 helpful votes
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Exactly as promised and easy to use
May 15, 2024

This software did exactly what I needed with converting bank files into Quicken readable files. I found it easy to navigate and understand.

Date of experience: May 14, 2024
Sergiy T. ProperSoft Rep
12 months ago

Thank you for your review, Chloe!

Pennsylvania
1 review
0 helpful votes
Follow Danilo C.
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Easy to use software. Very simple to setup, mostly automated, and can be completed with few clicks. Excellent service as well and responds even on a weekend.

Date of experience: May 5, 2018
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Danilo.

California
1 review
2 helpful votes
Follow Michele S.
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Fantastic app, and it was a lifesaver. Recently, either my MasterCard bank (Comenity) stopped providing QFX downloads, or Quicken stopped providing OFX imports - I don't know which it was. Anyhow, I was only able to download OFX files from the bank, and unable to import them into Quicken. So, I did a google search and found this product by ProperSoft. I tried the trial version, and it imported 10 transactions flawlessly. This was on my Windows laptop. I immediately purchased the Windows version and used it. Shortly thereafter, my Windows laptop died, and I was forced to switch to using Quicken for Mac on my MacBook. I emailed the company explaining the situation and asking if I could transfer my license from Windows to Mac. They responded right away and provided me a new license key. I installed the license on Mac, and was able to re-import 1005 credit card transactions into Quicken. This app has been such a lifesaver. I am very thankful for it.

Date of experience: December 13, 2018
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Michele

Maryland
1 review
0 helpful votes
Follow John M.
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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

Date of experience: February 19, 2017
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, John

Arizona
1 review
1 helpful vote
Follow David S.
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Works Perfectly!
May 16, 2019

This is the first and from researching for days, the only program that I could find that does the conversions of PDF to Excel without any hitch.
I was able to download 12 Bank statements at once and the PDF2CSV program sorted and converted everything nearly instantly. There were no hiccups and the data was clean and organized perfectly.

Date of experience: May 16, 2019
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, David.

Canada
1 review
1 helpful vote
Follow Lesley T.
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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.

Date of experience: November 18, 2016
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.

GB
1 review
1 helpful vote
Follow David B.
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The software is easy to use, has a clean clear UI, and does exactly what it says it will do. Sergiy answers questions personally and promptly. Highly recommended.

Date of experience: April 6, 2019
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, David.

California
1 review
0 helpful votes
Follow John J.
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We had a problem with online access to one of our credit card vendor accounts that resulted in our no longer being able to download transactions from that vendor directly into QBP. Ultimately, the data could only be downloaded as a *. Txt or *. Xls file format. In working with QBP Technical Support, it became apparent that there was no way to import that data into QBP. They recommended we try ProperSoft as a workaround solution. ProperSoft proved to be an inexpensive, easy, and fast solution to our problem. Very easy to implement. Just download, install, open the target file, and convert to a file easily importable into QBP. Very satisfied!

Date of experience: April 4, 2018
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, John.

New York
1 review
0 helpful votes
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Top Notch Outfit
November 9, 2018

I made a mistake when buying the converter. They exchange the purchase for the right one without and BS. Good outfit and the software works flawlessly. Highly recommended

Date of experience: November 7, 2018
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Art.

Pennsylvania
1 review
0 helpful votes
Follow Richard G.
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Bank2QBO and QIF2QBO
August 28, 2016

Products work great! Don't know why many banks and credit card companies don't offer QuickBooks downloads, but these products have made my bookkeeping so much faster and easier.

Date of experience: August 27, 2016
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Richard

Tennessee
1 review
0 helpful votes
Follow W A.
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Excellent product
August 28, 2016

My bank (1st Tennessee) suddenly didn't care to provide support for MS Money nor QIF files. Since I have 16 years of banking in MS Money I was completely unprepared to change programs. The ProperSoft QFX-to-QIF program allowed me to retain my records and convert to a usable QIF format. Thanks.

Date of experience: August 27, 2016
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review

Florida
1 review
0 helpful votes
Follow Mary L.
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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.

Date of experience: March 9, 2020
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Mary!

Overview

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.

service
13
value
21
shipping
9
returns
6
quality
20