ProperSoft

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

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.

I purchased the software, when I was testing with a bank statement file. After purchasing it converted that file in full with few date mistakes and it worked fine, after that it didnt convert any file at all. I didnt pay the license fee for converting just one file.

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.

I purchased ProperSoft's full package more than two years ago & have been very happy with it. It was a one-time purchase, cost very reasonable & it has saved me so much effort for my clients, Highly recommended!

There isn't a better company then ProperSoft to do business with ProperSoft is a family owned business that creates software for importing transaction into Microsoft Money, Quick Books, and Quicken. I've been doing business with Sergiy the owner. And creator of this software since January 31,2011 when Microsoft discontinued Microsoft Money. If it weren't for his software I wouldn't be able to keep my accounts updated. I highly recommend ProperSoft!

Calling Intuit Tech support was worthless. They wasted almost 2 hours of my time only to find out that they didn't even have a converter in house. I e-mailed the developer after hours and got an auto reply about business hours. I figured the next day he would take care of. Much to my surprise he replied shortly thereafter with how I could rectify the problem and BLAM! It worked. Spend the cash to pay this family man for his brain power then move on with life knowing you did the right thing today my friend.

So many banks and credit cards QBO files don't upload all of the transactions and make the process much longer than it needs to me. With Propersoft, I can ensure all of my transactions are in CSV before converting it to a QBO file. I got this thinking, if it was helpful once it would be worth it, now I can't imagine working without it.

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.