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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
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No longer works well with ANY bank statements. It imports items NOT EVEN IN THE STATEMENTS! AND...
Needed to convert pdf to qfx so this software sounds perfect, right? Wrong. Errors on converting...
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.