ProperSoft

I'm still using Microsoft Money and my new credit card didn't support export of statements into the format needed. As it would let me download a pdf statement, I was delighted to find that PDF2QIF would do the necessary conversion to import the statement in the Quicken QIF format. I only need to check the credit/debits are the right way round and unselect a statement total at the bottom. Now I've done it a few times and MS Money has memorised the new payee names, it saves me an enormous amount of time compared to manual entry. It's a relief to be able to continue using MS Money and not have to worry that credit cards and bank accounts might not support export to it. I assume I could also have done the job with some of their other tools and formats (csv, ofx etc), but this works well for me. Many thanks!

First of all I must say support is fantastic. I submitted a question on the weekend, I'm not even a customer, and the reply came back very quickly.

I did find that QBO files are only supported back to 2016 so my 2011 version needs to use IIF files. OK, fine. I tried the Bank2IIF. I like it, let me be clear, it WORKS.

There are just a couple of items that need to be tweaked.

Mapping: Need to be able to save a set of mappings when converting a bunch of files. I seem to only be able to do ONE. And save them session to session.
Account: It would be nice to have a mapping of vendor to account so that you only have to do it once and then all the files imported would be the same account. That said, it would be GREAT if it used the QB APIs and went INTO your QB File and gave you a drop down list of the accounts and maybe (this is reaching) defaulted to the last account used for that vendor.
Target the product toward repetitive processes, not one offs.

I originally purchased a similar product from Money Thumb. Their stand alone CSV to QFX converter didn't have a trial of 10 built into the download. So, I purchased it on trust. It didn't work here in Canada easily. It only listed American Banks so I was had to go through their list on a trial by error basis to find a Bank that works like mine. It was just too difficult and I didn't want to go through their support people. I thought a simple converter should just work! It turned out I bought the wrong converter by mistake. I decided to just ask for a refund and in the mean time I found your product. Money Thumb would not refund my money. I went through what I would say was the most uncomfortable customer support process I have ever gone through with them. I decided to not pursue this with them and considered the $40.00 US I paid them a lesson learned. I don't think they were purposefully misleading but their process trapped me into their fine print of how they didn't reimburse a product just because you didn't like or want it.

I 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.

As a new QuickBooks user, I needed to find an efficient solution to convert a CSV file into a QBO file to record charitable donations. The ProperSoft tool was easy to use and made our implementation of a mobile church giving app an even better experience. I recommend this product if you also need to quickly convert a file format to directly upload into QuickBooks.

I've been using the ProperSoft QIF2OFX Conversion tool since July in order to import transactions and update account balances into Microsoft Money and can only say thank you to Sergey and the ProperSoft team for such a great product. I recently purchased their CSV2OFX Conversion tool and find it to be just as great. I highly recommend ProperSoft and their products!

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.