Whitby, Ontario L1N 9K3, Canada
I have 3 years worth of PDF to convert into CSV files and I was dreading doing each PDF line by line. I did some searching and found another software that was WAY more expensive. I was skeptical at first. In fact, I was upset because I purchased the wrong version of the software and I did not realize it. I contacted customer support for a refund. He asked some questions and found out I purchased the wrong converter. He provided a link to the right software and transferred my license to the correct one. The first time I tried it, it worked perfectly. This is one the best software purchases I have ever made. I was able to meet deadline and it helped organize me life. It works great!!!!
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.
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.
I purchased a simple CSV converter to import some of my transaction history into Quicken. It was a one time purchase. Be sure to read all fine print. Very difficult to get hold of the company. Software however did just what it said it would.
Never got any help with the program after promised that I would receive an email follow up to help with the program on my mac but never received the help as promised
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!
I've been charged over $120 over 5 billings for a one-time purchase! This appears to be a scam.____________________________________________________________________________________________________________
I just wanted you to know how glad I am to have gotten the entire suite of converters in October 2015. Have been utilizing them ever since, & continue discovering new converters in the package. They have been & continue to be exceptionally helpful for my work. Discovered the PDF to QBO converter today. Wow.
You have one very satisfied customer. Please keep up the superior work in developing such a great set of products. Also, please share my comments with your staff too.
Michael / Consultant / Aurora, CO
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
I used it to pull in transactions that were no longer available . I copied them from PDF reports, pasted them into excel, cleaned them up, then used this tool to convert to a compatible import file.
I purchased their product several years ago and I hadn't used it for awhile. I couldn't get the license I had written down to work. They responded almost immediately to my email and resolved my problem. Additionally - I was solicited by their competitor Moneythumb in a most underhanded way. I'm so glad I didn't fall for it.
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.
Customer Questions & Answers
Yes, all come converters are available for Windows and Mac. Download PDF2QFX at www.propersoft.net/pdf2qfx/
The permanent personal license is one-time fee $49.99 for the current version with 14 days of support.
Hello Monica, Please send a support request to email@example.com and let me know your Quickbooks version and the file format you need to convert.
Hello Lisa, Please send your support request to firstname.lastname@example.org or call 1-877-330-1268
Gwen, CSV2IIF uses default account name Checking (change on the right sidebar) and default category account names Expenses and Income. If you did not change either of those, look for the new accounts Checking, Expenses, Income.