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ProperSoft has a rating of 4.48 stars from 145 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.
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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!
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.
Once the file has been converted from csv to money, a further manual date change exercise needs to be performed. Not great for the cost considering the program purports to do this correctly automatically
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.
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.
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.
I am a bookkeeper and travel from client to client so I need to use the service at various locations... it's not easy to login and start using.
Hello Mayra,
Thank you for your review. All converters are desktop applications for PC and Mac. There is no need to login anywhere to use the applications.
Had ro contact you a 22nd time
Kelly, the cancellation most likely was not confirmed. The charge was refunded on the same day of your request.
TRIAL OF SOFTWARE INDICATES THAT THE CONVERSION IS PARSED. REALITY IS WHEN YOU PAY FOR THE SOFTWARE THE CONVERTED FILES REMAIN PARSED. THEY OFFER A GURANTEE, BUT IT IS ONLY FOR 14 DAYS. THEY OFFER SUPPORT BUT CHARGE 19.00 A MONTH TO HELP WITH THE SOFRWARE THAT DOES NOT WORK
ONTOP OF SOFTWARE THAT DOES NOT WORK I GET A BILL FOR 19.00 AND THE SUGGESTION THAT I MAY WISH TO CONTINUE PAYING 19.00 A MONTH FOR SUPPOT
EXTREMELY UNHAPPY FIRST TIME USER OF YOUR SOFTWARE
Gregg, thank you for your review. We tried to resolve the issue, but could not reach good results due specifics of your PDF files. Your order was refunded.
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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.
Hello Rebecca,
Thank you for your review. You can adjust expected date format during conversion and reimport OFX file with correct dates. Please contact support@propersoft.net if you need any assistance.