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ProperSoft

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Brazil
1 review
0 helpful votes
Follow Cassio B.
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I surveyed several other products to translate my bank off to input in quicken this one was the only one that worked proper and without hassle, and it can join multiple files in one output

Date of experience: June 10, 2024
Sergiy T. ProperSoft Rep
11 months ago

Thank you for your review, Cassio!

Missouri
1 review
0 helpful votes
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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

Date of experience: March 20, 2017
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Michael

Canada
1 review
0 helpful votes
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Bought and used the OFX2QFX converter. Had some problems initially, but their customer support was all over it a flash. Very responsive, and quick to help. Got the problem solved permanently, and I'm off to the races.

I highly recommend this company.

Date of experience: November 9, 2019
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Eric!

Illinois
1 review
0 helpful votes
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Great product with a lot of value in it, it makes our work much easier and faster, if the bank doesn't download all transactions, or we are late with downloading some statements than we can do it with bank2QBO. Also great customer service, they answered all my questions quick and to the point, thank you propersoft.

Date of experience: December 5, 2019
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Ion.

New Jersey
2 reviews
1 helpful vote
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I recently had a catastrophic loss of my hard drive and in reinstalling Simple Home Budget I found I could not locate my product key. It was supplied me almost instantaneously. I cannot tell you how much I appreciated this rapid and professional service.

Date of experience: November 25, 2018
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Stephen

North Carolina
1 review
0 helpful votes
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It works!
August 25, 2016

I initially ordered the wrong product. Of course, they refunded the money and allowed me to purchase the correct one. The product worked as advertised. When I struggled with something, support responded and gave me the right answer the first time. You can't ask for more.

Date of experience: August 24, 2016
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Jeff

Connecticut
2 reviews
0 helpful votes
Follow Patricia A.
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My credit card's bank changed and no longer downloads into Quicken. The PrioperSoft program converts CSV files so they can be imported without all that typing. Not as smooth as the direct download, (doesn't use my memorized payee list to assign categories, etc.) but still saves me a lot of work. Took me three tries to get it right the first time, but now it is fine.

Date of experience: July 29, 2018
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Patricia

India
1 review
0 helpful votes
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Very impressed! We use them quite regularly at my accounting firm to get import-ready file formats into Sage 50, QB, Wave. They all require a different format and often times won't import successfully, leaving you back at square 1. Luckily, this nifty company exists and offers countless ways to get to the CSV, OFX, etc. that will ultimately be imported. Saved me tons of time and I compliment the customer service!

Date of experience: November 30, 2017
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Rishi

New York
1 review
0 helpful votes
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Like their product
December 28, 2016

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.

Date of experience: December 27, 2016
Sergiy T. ProperSoft Rep
over a year old

Hello Mike, I checked the support records and your refund request for incorrect order was processed on the same day you placed it.

Maryland
1 review
0 helpful votes
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The software works perfectly and has saved me from hours and hours of manual entry! I have had questions over the 5 years (at least) that I have been using it and I always get a quick and friendly response.

Date of experience: August 20, 2018
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Margot

California
1 review
0 helpful votes
Follow Arnold C.
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Easy to figure out and results are exactly as expected. If you know how to copy and paste files, then you already know how to use this program. Multiple transactions in PDF format from my bank was a simple click away to turn into QBO files.

Date of experience: November 20, 2016
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Arnold

Illinois
1 review
0 helpful votes
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Propersoft Review
November 21, 2016

Not really satisfied with the program. Am using it to transfer files from Fujitsu iX500 scanner, through ScanSnap Receipt, into Quicken. It doesn't pick up all of the column headings, is not flexible enough to map properly. I messed with it for awhile, hoping to get a faster way to input receipts into Quicken. Finally realized I could get a lot more done with direct entry of each receipt into Quicken. ScanSnap Receipt only has mapping for Quickbooks, which isn't mapping flexible either. Each program has its own quirks, and I don't have time to mess with them to make them work together.

Date of experience: November 21, 2016
Sergiy T. ProperSoft Rep
over a year old

Hello Susanne,

Thank you for taking your time to write your review for your software. For your case, you can try QBO2QIF at https://www.propersoft.net/qbo2qif/ or Bank2QIF at http://www.propersoft.net/bank2qif/ to convert QBO files produced by SnanSnap to Quicken compatible format.

Texas
1 review
2 helpful votes
Follow Ramon A.
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I was surprised at their quick and courteous response when I asked for a refund because their application was not suitable for what I needed to do. Quite frankly totally my fault when I purchased the application, and yet ProperSoft had no qualms about prompltly giving me a refund. This is proof of their commitment to serve their customers, and this is a recipe for their success in the marketplace.

Date of experience: March 26, 2019
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Ramon.

Germany
1 review
0 helpful votes
Follow Babak Y.
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I bought the CSV 2 QFX product which has been particularly useful. I need this to import transactions into the Quicken Money Management software. As im based outside the US, my Bank can only export to CSV. ProperSoft bridges this gap & allows me to have the advantages of Quicken without requiring a compatible Bank. Customer support is excellent & personalised. I am very pleased & can highly recommend ProperSoft. I have trusted them for over 3 years & hope to continue using their software.

Date of experience: February 16, 2020
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Babak

California
1 review
0 helpful votes
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I use the csv2qif converter the most. It has gotten me out a number of jambs in the past and saved me countless hours when I was unable to download my electronic data from my ban and had to convert the data from pdf statements. Over the past 6 years the program has been improved and my experience is the converters work flawlessly. Great program!

Date of experience: March 26, 2018
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Carey.

California
1 review
1 helpful vote
Follow R L.
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Life Saver
October 9, 2017

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!

Date of experience: October 7, 2017
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review!

Texas
2 reviews
0 helpful votes
Follow Curtis W.
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This does the QIF to QFX conversion very easily in just a few clicks. I am using a 2006 iMac and have no issues. The trial version will continue to do 10 transactions at a time but this became a hassle and I couldn't find any other Mac program that did this so easily. Four stars because the price seems a little high for a fairly simple program.

Date of experience: June 3, 2018
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Curtis

Oregon
1 review
1 helpful vote
Follow Brian D.
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There are, like, ZERO ways for people on Macs to do these conversions. This is really the only option. Fortunately it works perfectly, and the few times I've needed support with a registration number or whatever, the developer Sergiy has responded and solved the issue immediately. And that's over the better part of a decade -- I need it once a year at tax time, but when I need it, I need it.

Date of experience: April 4, 2018
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Brian.

Colorado
1 review
0 helpful votes
Follow Susie M.
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Very responsive
December 28, 2016

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.

Date of experience: December 27, 2016
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Susie

Maryland
1 review
0 helpful votes
Follow Patrick C.
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Great program and great support! Sergiy responded to my request for help converting my bank downloads to files that Quicken can read immediately.
My Quicken 2013 program stopped downloading my bank files after three years (they want you to buy their new program), so then I had no way to import my financial data. But thanks to ProperSoft's CSV2QIF program I can now convert all my bank files without having to buy Quicken every 3 years.
The program is virtually flawless and if you have any questions just email Sergiy and he will respond within a couple hours (in my case). The program is a nominal cost and really works well.

Date of experience: September 7, 2016
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Patrick

Overview

ProperSoft has a rating of 4.6 stars from 151 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with ProperSoft most frequently mention customer service, credit card and bank statements. ProperSoft ranks 2nd among Accounting Software sites.

service
13
value
21
shipping
9
returns
6
quality
20