• ProperSoft

ProperSoft

Overview

ProperSoft has a rating of 4.48 stars from 145 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with ProperSoft most frequently mention customer service, credit card, and microsoft money. ProperSoft ranks 2nd among Accounting Software sites.

  • Service
    12
  • Value
    17
  • Shipping
    8
  • Returns
    6
  • Quality
    16
Positive reviews (last 12 months): 100%
Positive
4
Neutral
0
Negative
0
12
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What reviewers want you to know

Positive highlights

  • Also I appreciate the prompt and professional customer service!
  • Had some problems initially, but their customer support was all over it a flash.

Critical highlights

No critical highlights yet

How would you rate ProperSoft?
Top Positive Review

“LIFE SAVER!”

Gina A.
1/13/24

I am so thrilled to have come across this software that was a huge life saver to me. I needed to catch years of accounting for a client and this was just a simple as it gets process. I highly recommend anyone that needs to enter multiple transactions to give this software a try!

Top Critical Review

“NO LONGER A GOOD SOFTWARE”

Betty S.
1/26/23

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.

Reviews (145)

Rating

Timeframe

Other

Reviews that mention popular keywords

customer service (9) customer support (9) csv files (5) quicken (27) microsoft money (4) quickbooks desktop (3) qif files (3) credit cards (3) 3 years (3) import transactions (3) pdf statements (3)
Thumbnail of user ginaa333
1 review
0 helpful votes
January 13th, 2024

I am so thrilled to have come across this software that was a huge life saver to me. I needed to catch years of accounting for a client and this was just a simple as it gets process. I highly recommend anyone that needs to enter multiple transactions to give this software a try!

Thumbnail of user kmcleod44
1 review
0 helpful votes
November 8th, 2023

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!

Products used:
Bank2OFX, and Proper Convert

Thumbnail of user ls46
2 reviews
27 helpful votes
January 15th, 2023

Totally satisfied with the Propersoft Transactions product. The purchase was well worth it: It converts bank checking accounts and credit card accounts' statements to iif. Files that import very easily into QuickBooks desktop (in QBks, select File, Utilities, Import). This avoids having to buy new versions of QuickBooks, just to be able to download from the banks.
I also liked the interaction with the Propersoft people on the phone.

Products used:
Propersoft Transactions software

(No shipping as can be downloaded)

Service
Value
Shipping
Returns
Quality
Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review!

Thumbnail of user rebeccap81
1 review
0 helpful votes
November 20th, 2016
Verified purchase

Once the file has been converted from csv to money, a further manual date change exercise needs to be performed. Not great for the cost considering the program purports to do this correctly automatically

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Hello Rebecca,

Thank you for your review. You can adjust expected date format during conversion and reimport OFX file with correct dates. Please contact support@propersoft.net if you need any assistance.

Thumbnail of user danielg2521
2 reviews
0 helpful votes
August 26th, 2023
Verified purchase

Our bank saves transaction for downloading to Quickbooks for about 6 months. When I realized my partner wasn't reconciling, I embarked on "accounting archeology" to get our books in order. I found ProperSoft which could take PDF statements and translate to QBO transactions that I could import. This saved me many stupefying hours, which I was dreading. Grateful for this tool. I didn't need it indefinitely, just for this one activity, so I rented it for a month, got the job done, and that was it.

Really like this tool. Thanks!

Value
Quality
Thumbnail of user bettys1286
3 reviews
2 helpful votes
January 26th, 2023

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.

Products used:
Software

Service
Value
Quality
Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Hello Betty, thank you for your review. For specific parsing issues, please contact support at support@propersoft.net

Thumbnail of user davidf2836
1 review
1 helpful vote
September 25th, 2021
Verified purchase

Having used ProperSoft products for over five years, I can tell you that they excel in great software and friendly customer service. Their products have saved me countless hours of rote transaction input. And, whenever I have had a question - or didn't understand how a product worked with my apps, they answered promptly with genuine concern for getting my issue resolved. As a family run business, I applaud them on creating unique products that are backed by excellent customer care.

Tip for consumers:
Family run company with great products and customer care.

Products used:
ProperSoft software.

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, David!

Thumbnail of user toma500
1 review
1 helpful vote
September 4th, 2016
Verified purchase

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

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

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.

Thumbnail of user sgibson2099
1 review
0 helpful votes
September 13th, 2023

This ProperSoft ProperConvert software is amazing. It has saved me so much time when I needed to convert bank statement pdf transactions to Excel to use to load into Quickbooks accounting software. My secret weapon is exposed. Thanks for creating this software.

Products used:
ProperConvert Complete

Service
Value
Shipping
Returns
Quality
Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Sandra!

Thumbnail of user joanneb146
1 review
0 helpful votes
June 23rd, 2018

I needed a conversion application to be able to enter spreadsheet information from Excel to Quickbooks Desktop. I found this one, and it does the job, but it's not that easy. I had to try it several times (in a test company thankfully) to see exactly where and how things post. It has a lot of columns which I didn't need (some people will) and it's really basic.

On the positive side though, it works, and it's not expensive. So thank you!

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Joanne.

Thumbnail of user edies32
1 review
0 helpful votes
April 18th, 2022

It works SO well. For some reason, my old MS Money program will not deal with the. Ofx and qfx files provided by MBNA MC online but if I dl the. Csv and use Propersoft Transactions, I just browse to the. Csv, click "convert" and then move on to the next statement. Brilliant, perfect, easy solution.

Products used:
ProperSoft Transactions

Value
Quality
Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Edie!

Thumbnail of user stevenc1648
1 review
0 helpful votes
November 1st, 2021
Verified purchase

I used Transactions to convert PDF bank statements into QFX to use in Quicken. It worked and saved me from having to enter all my transactions manually. What a relief!
It took a little bit of fiddling around to get things just right because this kind of stuff is not my area of expertise.
What really impressed me was the prompt personal support I got from Sergiy. He helped me figure things out and clearly wanted to make sure it worked for me. If I need to do convert transactions in the future I will use Transactions.
Steven C - Toronto

Tip for consumers:
Excellent support

Products used:
Transactions

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Steven!

Thumbnail of user babaky1
1 review
0 helpful votes
February 16th, 2020

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.

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Babak

Thumbnail of user charlesl566
1 review
0 helpful votes
May 13th, 2020

Needed to convert pdf to qfx so this software sounds perfect, right? Wrong. Errors on converting pdf. Some items, like airline miles, convert into transactions. Great, so you have to go through and manually delete airline miles. But trying to reconcile accounts, blocks of transactions missing. If you have to manually spend a lot of time cleaning up airline miles, or manually entering transactions, kind

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Charles. The trial shows all parsing results inside the software, so you can see if your PDF file is not supported before ordering. The parser tries to find anything that looks like transactions and has some specific exclusions like interest tables or duplicate check tables. You can uncheck incorrect transactions before converting If a PDF file is image-based and poorly scanned, the parser may not see some transactions. We provide money back guarantee if your file is not converting.

Thumbnail of user patriciaa205
2 reviews
0 helpful votes
July 29th, 2018

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.

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Patricia

Thumbnail of user victoriat354
1 review
0 helpful votes
September 24th, 2021
Verified purchase

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.

Tip for consumers:
Accountants, Bookkeepers anyone dealing with lots of CSVs and QBOs

Service
Value
Shipping
Quality
Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Victoria!

Thumbnail of user lesleyt8
1 review
1 helpful vote
November 18th, 2016

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.

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your feedback. Quickbooks allows 33 lines PER ENTRY for General Journal Entries. If you are not using entry numbers on your CSV file, consider using them as this is Quickbooks limitation for general journal entries, not CSV2QBJ.

Please contact support@propersoft.net with details about the issue you experienced, and I will help you resolve it. QBJ format requires a lot of details to be provided, and you may consider CSV2QBO at https://www.propersoft.net/csv2qbo/ or CSV2IIF https://www.propersoft.net/csv2iif/ as easier choices for your data import.

Thumbnail of user johnh3570
1 review
1 helpful vote
May 5th, 2020

The software is excellent! I had a minor issue converting to a QIF file (Quicken) but after a few email exchanges with customer support the problem was resolved. Probably the best customer support I've ever experienced from a software company. Now that Quicken has discontinued downloads from financial institutions (for anything but their subscription service), the CSV2QIF conversion utility is a perfect fix and allows me to download data and import directly into Quicken.

Products used:
CSV2QIF

Service
Value
Shipping
Returns
Quality
Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, John

Thumbnail of user scottiea6
6 reviews
0 helpful votes
October 11th, 2022

Really simplifies all the work processes. We struggled to put all our transitions into our accounting app and had to put everything manually. It took ages for us to put all the data in our system. But this app simplifies everything for us, and it reads all formats.

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Scottie!

Thumbnail of user nikolays24
1 review
0 helpful votes
June 8th, 2020

Super helpful. I'm using this app every day. And the developer is incredibly supportive. Made my life so much easier. It's worth more the money I paid.

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Nikolay.

Thumbnail of user patriced49
1 review
0 helpful votes
July 28th, 2020

Very useful to Import to MS Money data received when my bank changed its output format. Software is regularly updated, and
Support team is nice and very responsive so it matches any particular need.
Thank you

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Patrice!

Thumbnail of user richardg1035
1 review
0 helpful votes
May 14th, 2020

Needed CSV2OFX to move some data from Quicken to Wave Accounting. It saved a ton of time and worked great! Thank you.

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Richard.

Thumbnail of user lyndap11
1 review
0 helpful votes
March 31st, 2017
Verified purchase

I haven't had a good experience with this software at all. It doesn't convert everything therefore making it fairly useless.

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Hello Lynda,

Thank you for your review and I apologize for your experience. We tried to work on your PDF file, but it has limitations to access all details. We already responded to your ticket about this. IF you would like to refund your order, please send a request to support@propersoft.net.

Thumbnail of user maryl1167
1 review
0 helpful votes
March 9th, 2020

This is unusually attentive service, and the product is perfect.
I am so impressed and will recommend to all Quickbooks users.
The site was safe and seamless to use.

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Mary!

Thumbnail of user pieters15
1 review
0 helpful votes
November 11th, 2020

I import transactions regularly for many clients into various accounting software, from various source files. The functionality has always been good, and has evolved with time to assist me in having the correct file for a variety of banks when I need it. For what it was designed for and what I require, it is a perfect match. Thank you, ProperSoft!

Thumbnail of user sergiyt2
Sergiy T. – ProperSoft Rep

Thank you for your review, Pieter!

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From the business

Convert transactions from one format to another and import into accounting software. For example, convert CSV to QBO, or PDF to QBO or Excel to QFX, or OFX to CSV. Make your transactions importable into Quickbooks, Quicken, MS Money, Xero, Sage One and others.

Business History

ProperSoft creates accounting tools from 2008. Our tools help you convert your CSV, Excel, PDF, QIF, QBO, OFX, QFX, TXT files into a format your accounting software expects (like Quickbooks expects QBO, IIF, QBJ, Quicken expects QFX, QIF, etc.). Visit https://www.propersoft.net/ for more details.

Company Representative

Thumbnail of user sergiyt2
Sergiy T.
Customer Service, Application Developer
Sergiy creates software helping accountants and bookkeepers and everyone else using accounting and personal finance software. ProperSoft tools help you bring your transactions into a format your accounting software needs.

ProperSoft at https://www.propersoft.net/ provides support before and after purchase. Feel free to contact ProperSoft and get your transactions imported and save your time during a tax season or other accounting crunch times.

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