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Michael J.

Contributor Level

Total Points
80

1 Review by Michael

  • ProperSoft

9/16/18

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.

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Sergiy T. – ProperSoft Rep

Thank you for your review, Michael.

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