ProperSoft

Accounting Suite

4.5 / 5 70 reviews

Who Uses This Software?

accountants, bookkeepers, small businesses, freelancers


Average Ratings

70 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $39.99/one-time/user
  • Pricing Details
    AccessAll License for all converters $99.99 per user.
  • Deployment
    Installed - Mac
    Installed - Windows
  • Training
    Documentation
  • Support
    Online
    Business Hours

Vendor Details

  • ProperSoft
  • www.propersoft.net/
  • Founded 2015
  • Canada

About Accounting Suite

Converts CSV or Excel or PDF or QIF or OFX files with transactions to QBO (Web Connect) format ready to import into Quickbooks Desktop/PC/Mac/Online, Quicken (PC/Mac), NetSuite, Xero, YNAB, Wave Accounting, LessAccounting, MS Money and others.


Accounting Suite Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Management
  • Collections
  • Consolidation / Roll-Up
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • General Ledger
  • Government
  • Multi-Currency
  • Payroll
  • Project Accounting
  • Purchasing
  • Revenue Recognition
  • Spend Management
  • Tax Management
  • Trust Accounting
  • Access Controls
  • Archiving & Retention
  • Collaboration
  • Compliance Management
  • Document Assembly
  • Document Conversion
  • Document Delivery
  • Document Indexing
  • Electronic Signature
  • Email Management
  • Forms Management
  • Full Text Search
  • OCR
  • Print Management
  • Version Control

Accounting Suite Reviews Recently Reviewed!

Did what I needed it to do - allow Quickbook entries more effiently

Jun 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
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Pros: Fairly easy to use. I just needed one task to be done well. This product did it. I was up and running quickly.

Cons: None that I have run across any of the few things I needed to do. I did have a slight problem in loading software.

Overall: Convert excel info into Quickbooks format. Allows the automation of detailed entry of credit card charges to be entered into QuickBooks via their import compatible formatting.

Exactly What is Needed

May 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: This program has been a necessity in running my business on a monthly basis for a number of years now. It has really made my financial workflow a breeze.

It works well. I just needed to figure out how to use it, it can be confusing to get the fields righ

May 15, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Ability to interface with quickbooks and avoid the need for individual bank policy. It solved my problem when my bank wanted to charge for this service.

Cons: Customizable fields can be tricky to figure out. The bank information is not as seem less as the process is directly in quickbooks.

It was easy to use.

May 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: The software was easy to use and easy to learn. I felt that tech support was available should I need it, but I did not need it.

Cons: I found the user interface to be a bit dated. It could be updated and then it would be easier to use for many people.

Great product very easy to use!

May 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Quickly and easily converts files for a very fair price, can convert multiple files in a short period of time, would highly recommend

It has been a positive and useful experience

May 13, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: I have found this software useful to a great extent with my bookkeeping clients that accounts do not support a standard QBO download option.

Cons: Beginning with the software can be somewhat off-putting but it just takes a little time to sort the system out. Overall it is relatively user-friendly.

Comprehensive, cluttered, effective

May 12, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Pros: It successfully helped me convert old banking statements to be uploaded into the Mint software program. It did exactly what it said it did.

Cons: The software is cluttered and not exactly user-friendly. I wish that there was an easier way to preview and modify the exported file at the same time.

This software is easy to use. In a couple of minutes I'm able to convert an excel file to a .qbo!

May 12, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love this program and have been using it for several months now. In just minutes I can download banking transactions in Excel, open the file with this software, and in 1 click I convert to .qbo. I've never had any problems using this software. I now save hours on data entry.

Overall: It saves hours of time on data entry.

Works as described. What Quickbooks should have included.

May 12, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: This software saves me time. I just wish quickbooks had included this with their software in the first place.

Cons: What I like least about this software is that it was not included with Quickbooks when I purchased it.

Overall: Help reduce the time taken to input data.

Works easily to convert files to easily upload to QuickBooks

May 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Ease of use, ability to import banking transactions easily in to Quickbooks. I use it to import PayPal transactions for reconciliation.

Cons: It's a bit pricey for what it offers. It requires paying attention to detail and setting up correctly...not really a con, as that is usually required in life!

Works Great

May 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I like that I can customize it to work best for me. Conversion to Quickbooks works great for those banks that aren't so great :)

Cons: I'd like to be able to specify how many characters it should grab on a specific field, some banks have the vendor information for debit purchases at the end of a long code and it gets cut off so those have to be entered manually.

Does what it says

May 12, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The fact that the software did exactly the transformation I needed, as advertised, is what I like most.

Cons: The fact that the software is a little expensive for the very small business is what I liked least about it.

This software saves time when dealing with Quick Books.

May 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like that the software is straight forward, it isn't complicated at all. Adding data to Quick Books is simple with this software

The software works as promised and is pretty simple to use

May 08, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Value for Money

Pros: That is saves me so much time from hand entering data from banks that don't offer free quickbooks transaction down loads

Cons: That the first few times I used it I didn't really understand the fact that quickbooks would require all the settings to be exacly the same the next time imported. Also I did not understand that quickbooks would Identify the account as the bank name from the import. So now I have one account that is identified as a wells fargo account that is a US bank, and cannot change that without unreconciling and deleting all the transactions.

Excellent software and has saved us a lot of time in accounting

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Simple, time saving and easy to use software . Training and implementation in the office was simple.
Staff members love it.

Overall: TIME SAVING

Perfect solution to fit my need.

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It was the perfect solution to do exactly what I needed. Easy to figure out and fairly priced. It was the right tool for the job.

Such a helpful product!

May 08, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software was easy to install and affordable for the service. It saves so much time once set up & familiar with how it works.

Cons: The interface took a while to learn and get comfortable with as someone not very familiar with accounting and QuickBooks software.

This utility was exactly what i needed to convert my bank statements to a QBO file

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, it's plug and play. Virtually no thinking required. Fantastic. xxxx xxxxx xxxxx xxxx xxxxx xxxxx

Cons: Interface could be a little better looking. That's pretty much it. xxxx xxxxx xxxxx xxxxx xxxxx xxxxx

Overall: Ability to enter my bank statements into Quickbooks.

i used it to import paypal into qb

May 08, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: that it imported it into quickbooks. i didn't have to hand enter it all in and that helped me save time

Cons: that it would import duplicates and triplicates.. that it often missed certain imports or put them under the wring categories

Vendor Response

by ProperSoft on May 11, 2017

Hello SD, Thank you for your review! QBO format does not carry categories - they are assigned after QBO import under Bank Feeds in Quickbooks. The best way to assign expense/income accounts fast is to edit vendor records and assign the default expense account there. When a payee ("Payee" on the QBO file and "Downloaded As" in Quickbooks) is matched to a vendor record ("Payee" in Quickbooks), expense/income account from the vendor record is used to prefill the transaction.

I had several csv files to convert into quickbooks. Once I got the layout figured out it was easy to

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The conversion was instant - all I had to do is set the columns I wanted and the program did the rest.

Cons: Not really GUI - It was more like a spreadsheet, but I'm old-school so I didn't have a problem. Younger techies may have a problem.

Overall: Didn't have to enter data by hand.

Excellent

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Great time saver makes my job much easier and saves me money having to pay a QBO fee to the bank every month.

Cons: The program is very basic in functionality and visually but it does what it needs to do! Just make sure your settings are correct the first time you use it.

Worked when I really needed it to, not very intuitive

May 08, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I used this to move quickbooks files back and forth between systems, and I was happy to find anything reliable. It worked when I really needed it to, and it was mostly easy to find with an internet search

Cons: While the program did work when I needed it to, I found it not very intuitive. This is mostly OK because now I know how to use it for future reference.

Great program, unintuitive interface

May 08, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money

Pros: It has a lot of functionality and is much more useful than it might appear at first. I have not used a similar program in the past or even Quickbooks for that long so the experience was a little overwhelming at first, however I still continue to find functionalities that I did not know about.

Cons: The interface is very unappealing and unintuitive. Straight after the purchase I did not feel comfortable using it. It took me multiple tries to find the necessary options, create, review and save mappings. There were also a few updates to the program in the time I've been using it and the changes were confusing.

It worked fine...

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It was simple and worked. There were no problems with software. I would suggest anyone who needs it should use it.

Overall: It converted the files.

I bought it and it didn't work.

May 08, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: I wish it worked. The file it produced wasn't recognized. I'm glad it exists but it didn't work for my purposes.

Vendor Response

by ProperSoft on May 08, 2017

Hello Lisa, Thank you for your review. Please send request to support@propersoft.net with details about your case, and I will help you with the conversion.

Cut my data transfer time immensely.

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Value for Money

Pros: The software was very easy to use. I needed to transfer two years of transaction from an Enterprise version of Quickbooks to a more current and affordable Pro version of Quickbooks. Intuit does not support going backward in their hierarchy, so I was faced with tackling this task by hand. Discovery of your software allowed me to cut weeks of potential drudgery down to minutes.

Cons: In order to make certain all transactions transferred accurately I had to go through all of the data making adjustments and reconciling by hand.

I bought it and it disappeared and when I tried to reinstall I was forced to buy it again

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: does what I need. this is a pain trying to help you with your product and you are making me spend my time writing bs just to fill this spot

Cons: cannot make put entries in correct spot on one issue does what I need. this is a pain trying to help you with your product and you are making me spend my time writing bs just to fill this spot

Overall: quickbooks conversion

Paypal to QuickBooks bank feeds

May 06, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I'm able to easily import PayPal transactions and manage them using QuickBooks bank feeds. Csv2QBO is easy to use, and was able to learn the program in just a few minutes.

Cons: It's easy to use, but there could be better tutorials for how to actually use feeds with PayPal or whatever else are common integrations people are looking for. QuickBooks is not very user friendly, and this software could could do a better job of guiding a user through the whole process of conversion, feed setup, importing etc

This program saved me. It imported and converted easily.

May 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Ease of use when matching fiekds. The conversion feature is fantastic. Just what I needed. I would recommend it to anyone.

Cons: Nothing bad to say about this program. I was sold as soon as I saw it and I use it all of the time.

Overall: It allowed me to my taxes quicker.

Awesome! Saves our accounting firm precious time!

May 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It allows us to be more efficient and import transactions from banks that we normally wouldn't be able to import, saving us valuable time!

Cons: Some local banks aren't listed so when we import the qbo file, QB has trouble matching it to the correct bank. We just make a note of the bank code (ie. 3000 Wells Fargo) and use that each time to combat this! Not really an issue at all.

Really easy to work with. Do exactly what you're looking for.

May 02, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It will easily set the right columns of your CSV file to the QBO file. I had tons of CSV files to translate inQBO files it works very well. No hassle at the end to make it work.

Cons: The interface could need improvement, not always user friendly and could improve the design as well.

Overall: I succesfully translate all my CSV files to QBO and been able to update my Quickbook account that was 1 year late in data !

Very helpful for Quickbooks Desktop

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: My clients don't like to pay extra to link bank accounts, so if I'm stuck with them in Quickbooks Desktop I often lack options for uploading data. Some banks only offer CSV format. This software works like a charm. It's a one time cost for the program unless you need it on more computers. I don't make a habit of downloading software from random providers on the internet - but this one is great. There's nothing weird about it - easy to use, no bloat, and the provider has gradually upgraded this program.

Cons: They raised the price in the past year or so. But I still decided it was worth buying additional licenses for any new computers I buy.

Overall: This software is essential for importing bank info into Quickbooks Desktop.

Made uploading non-compatible bank statements so easy to import.

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The ease of use and not a huge learning curve so can start using right away. Was able to install and get right to work.

A Timesaver!!

May 02, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love that it has so many different transfer options for use with quickbooks; I am able to transfer my credit card transactions with little to no issues.

Overall: Too many to list!

I am a Quickbooks Pro Advisor, and for banks that do not offer QBO transfers, this is awesome!

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Super easy to use. The matching took a me a few minutes to grasp, but the software does a great job!

Cons: Not necessarily a con, but as mentioned above, the matching was a little confusing. Would love wording that matched QB column wording.

Overall: Makes manual input automated.

I have used the entire suite of CSV2 tools for several years and in every case, had an A+ experience

May 02, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to convert any CSV or other excel file to the particular financial product file type that I need at the moment with the confidence that it will work - even when the original software developer says that our software can't do that. (Especially that software that often isn't the "Quickest" way to do the job.

Cons: The online help section of the author's webpage could be better, I have found it to not be especially user friendly - however, I honestly haven't had to refer to it in about 2 years so my viewpoint might be stale.

Overall: Time saved, I can't count the number of hours of manual data entry that the software suite has saved me.

Self explanitory and easy to use

May 02, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: I liked that the instructions were throrough. It was all very self explanitory and easy to use. I did not need to contact CS for help.

Cons: the interface is a little outdated. I feel that some time and money could be put into developing it into a more modern interface.

Worked great for what I needed.

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Was able to convert CVS files for me to import directly into QB saving me hours of time. Definitely worth it.

Cons: No complaints. Worked as advertised. My everyday computer is a Mac, so a Mac version at some point would be great.

Overall: Time saving

Great software and does what i need.

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Converts any excel file so i can import to quick books. This process couldn't have been any easier. Great all around software.

Cons: My least favorite part of the software is you have to pay for it.

Overall: converting excel files to quickbooks

Very Helpful software ,easy to convert and use on quickbooks

May 02, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: i really like that you you can save a different mapping for each bank that you have to work with, making very easy if you have to work with different clients

Cons: need to check that you are using the right mapping if not you get a wrong file and you don't realize that untilyou have all the information uploaded to quickbooks

Overall: it makes our work easier, when you don't have the qbo file from the bank but can get a xls or csv file

I was struggling to prepare information for my accountant in quickbooks format but csv2qbo did it.

May 02, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I found CSV2QBO to be a very useful software tool. It made converting bank records into QBO format so easy and saved me a lot of time.

Cons: I spent time looking up youtube videos to help guide me through the process, it took a while but once done i had no problem with it.

Overall: Time saving preparation for tax returns.

Worked just as advertised. Have had no issues with the software.

May 02, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to save labor time using this software verses manually plugging in all bank data. Overall money savings to purchase the software and use instead of paying book keeper to manually transfer data into Quickbooks.

Overall: Saving labor hours and money over plugging bank data into Quickbooks. My bank does not offer the QBO file.

Saves countless hours, minimizes risk of errors.

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use. The newest version is even more intuitive than the first. This product saves hours of having to manually input transactions, especially since QBO doesn't have a batch input screen. For clean up jobs this app is a must!

Very helpful for importing mass transactions into Quickbooks.

May 02, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: CSV2QBO greatly facilitates entering a large number of transactions into Quickbooks without having resort to manual entry if the transactions are available in .csv, but not in .qbo format. E.g. for credit card or bank transactions.

Cons: Figuring out which account and account number to map to if the bank is a credit union, so it doesn't appear in the defined list.

Overall: Mass importation of transactions, time savings, convenience

Needed to convert a few bank statements when we started using quickbooks. Easy to use and hassle fre

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The software was easy to use and gave me exactly what I needed. No frills but a good value for the money

This software gets the job done!

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We had thousands of lines of transactions to get into Quickbooks and this did the job in minutes! Once you get the settings dialed in each additional job only takes a few minutes.

Cons: Nothing to complain about, it took us 15 minutes and 3 tries to figure it out. A bit more of a step by step guide would be helpful, yet we encountered no real problems.

Overall: We saved a few dozen hours of work typing in several thousand accounting transactions. Now we download the table and then import. Total working time is about 15 minutes end to end. This software is a no-brainer.

80

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to install, Easy to learn, bug free, Saves time from doing manual input. My bank started doing QBO conversion for me online so I no longer use thes software but It saved me a ton of time while I needed it and I would use it again if required.

Cons: My bank started doing QBO conversion for me online so I no longer use thes software. It seems that it could have had a more drag and drop GUI but overall it was very functional and flexible.

Overall: Saved time by not having to input QB check register details manually.

Awesome Tool for Bad Banks

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software is so easy and solves the issue with any bank that can only download to .csv format. Just save from the bank, open in this software and push a button to convert - EASY!

Cons: Unfortunately the bank download screen in QuickBooks will default to WellsFargo and not assign a Miscellaneous or Proper Bank name after the conversion. But, this is not a huge issue, just can cause confusion.

Overall: Major time saver, eliminates manual entry with banks that are not compatible with QuickBooks.

Very easy to use, made it very easy to switch between an older accounting software and quickbooks.

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: ability to convert between various formats, ability to define header of columns, and data to exclude from export.

Great tool that isn't available anywhere else. Allowed me to easily import my bank files.

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The CSV2QBO tool allowed me to quickly and easily import some bank files I had been trying to reconcile for a while. I had tried many other options including attempting to write a script that could achieve this task. Needless to say I was unsuccessful. However, I don't regret making this purchase as it has made my life a lot easier.

Cons: The software feels a little outdated as far as the interface goes but that doesn't really limit it's functionality.

Accounting Suite Review

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Very intuitive and easy to use. The conversion. Is fast and I had zero issues with the translation. I used it to convert a years worth of business and personal accounts this tax season. This was truly a life saver.

Cons: I wish there was a way to to edit the memo field to focus on the info that Quickbooks can change via its rules.

excellent

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It was quick and easy to use. I liked that I could access this from my browser without any hassle. It did what it was suppose to

Cons: Very little. It did what it was expected to do. I think there could have been an option to create multiple variations of the same initial file. Just for convenience.

Overall: It made creating artwork for screen printing easier.

Awesome Product

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to use and just in time. Makes up for Quickbooks deficiencies. I needed a tool that I could use to import information into Quickbooks based on anything the bank could give me. As you know the integration with Quickbooks and my bank is not consistent and challenging.
When you download the files from the bank you can use the tool to automatically import the information.

Cons: It would be helpful if the Software could do all the reconciliations in Quickbooks for me. Even if they built the Artificial Intelligence into the software, I am happy with what it does now.

This software is AMAZING!

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I have multiple bookkeeping clients that I have used this software for. Most banks won't allow you to pull downloadable transactions farther than 18 months in the past. I have, however been able to get IT departments to send me Excel spreadsheets that far back. I have used this software to create QuickBooks importable files for 4+ years of transactions. It has saved my clients tons in my billable time and has saved me numerous hours of data entry type bookkeeping. I simply LOVE it!

Cons: Having been an bookkeeper for over a decade, I wish I had known about it sooner! Some of the features are mildly confusing at first.

The overall experience was great. Product met its objective.

May 02, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Product is very easy to use . The Quick Books file is created with a few simple clicks. Saved a lot of time to upload the bank transactions to quick books.

Cons: The program selects a default bank which may be different from the intended bank. The program should force the user to select a bank or inform the user on the bank that was selected.

Overall: Saved a lot of my time to upload my bank transactions.

It was easy to use and it did exactly what I needed!

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Quickbooks forces you to buy their add on to automatically input older data. AMEX will only allow you to download older data in CSV format and if you need to go back and reconcile older statements, you would be out of luck and left to input everything manually if it wasn't for this software. It is a HUGE timesaver and REALLY helpful. It did exactly what I needed and definitely worth the money.

Cons: Interface is a bit old, but that's not too bad. You won't be needing this all the time so it is workable for the time being.

Overall: Time saving

CSV2QBO was the answer to allowing me to download our credit card statement into Quickbooks.

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Some credit card/banks do not have the ability to download transactions into QuickBooks or some offer that function for an exorbitant price and complicated method. CSV2QBO offers that function at a reasonable annual price. It paid for itself in less than one month for our company.

Overall: We appreciate the ability to download hundreds of transactions monthly into QuickBooks instead of having to manually enter the transactions. Thank you!

This simple software saved us HUNDREDS of hours and worked beautifully!

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: This software starts with an intuitive interface. It's easy to use and reliably achieved the desired results with no errrors

Useful and accomplishes my needs.

May 02, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: CSV2QBO took a bit of tweaking to get the format right, but has worked great ever since. I'm really grateful for the ease of this software. Otherwise I would be using a lot more of my time to manually entering a lot of transactions.

Cons: The software could be a little more friendly to use. It took me a bit to figure out how to customize the software to my needs.

Overall: My needs are accomplished, and I'm able to convert CSV Excel sheets to Web Connect files more easily.

CSV2QBO allowed me to efficiently get the transactions I needed into my client's books and save time

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The software is VERY easy to use and was an essential component of closing the year for my client without which I would have been left waiting for him to contact the bank to get the automatic link set back up.

Cons: I have not had any issues with the software. Price was more than reasonable and the interface was immediately understandable.

This has been an excellent software for QB clients who's bank does not convert to QBO!

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very easy to use, works great for 99% of all applications I have needed conversion. Haven't had any real issues except trying convert from Paypal, but it is a Paypal issue, not the conversion software.

Overall: Saved much time converting CVS to QBO instead of me having to enter each transaction into QB.

I've really enjoyed using this app. It saved me tons of time in converting my transactions.

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It saves me a lot of time! Opening multiple documents allows me to really easily convert everything into quickbooks compatible documents.

Cons: I wish you could save defaults. I spend a lot of time changing accounts, rather than setting up a default account so that it's easy to batch process.

The window pane opens on top of my program tiles forcing me to close it each time.

May 02, 2017
2/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money

Pros: That it allows me to download my bank statements. I could not do it without the program. It's a facilitator.

Cons: That it's in the way the moment the computer is up and running. I hate having to do something proactive to get it out of the way.

Vendor Response

by ProperSoft on May 02, 2017

Hello Dinah, Thank you for your review. Please contact ProperSoft Support at support@propersoft.net, and we help you with the issue. The converter opens the file selection dialog at the start to save your time as the software needs your file selection to show you the CSV/Excel file. Once you reviewed the file, you can convert it to QBO format. CSV2QBO can optionally call Quickbooks on your desktop to import created QBO file right after the conversion.

A valuable asset that is easy to use!

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software is easy to purchase, install and use. I was able to get the hang of it within a few minutes and can repeat the process when I use it each month.

Not the easiest software but it saves a lot of time!

May 02, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It fills a gap between Expensify and Quickbooks for Mac that no one else has addressed. It is quite flexible but it is not a totally seamless. The software is flexible.

Cons: The learning curve is steep, the software is hard to learn, and it doesn't COMPLETELY fill the role I'm looking for. Perhaps this is not possible, but I really want a seamless link between Expensify and Quickbooks for Mac. This software gets me part of the way there but not completely there.

Overall: The ability to transfer Expensify transactions into Quickbooks for Mac. It's not perfect, but it cuts out a lot of work.

Worked great for me!

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Makes it easier to download transactions, was super easy to download, had to download almost a whole year of transactions.

Cons: the bank account number should delete after each use, I personally have several locations so constantly switching

Good tool Does what it says it does

May 02, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Got everything into QuickBooks quickly when my bank lost my data. Great as a back up or if you can only download your data in Excel.

Cons: Didn't have my bank in their database so I had to delete and reenter account several times. Not the end of the world.

It doesn't take long to learn. I was up and running within ten minutes. It is a great solution.

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like that it isn't complicated. It is a great solution when your bank doesn't have the option to download a .qbo file. It will convert a .csv file you download from your bank in just a few seconds and it imports into QuickBooks easily.

Cons: The only thing I can think of as a con is that the bank account numbers can't be saved and it transfer to QuickBooks has a Wells Fargo account, but maybe there is a way to change that.

Overall: Easy transfer of transactions from bank to software.

Simple easy to use tool for converting.

May 02, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The interface is easy to use. Allows me to convert my raw file from my bank and format it for input into QB.

Cons: The tool did take me a little to figure out the dates to line up with QB but it remembers my settings relative to the file so now it is all set.

Overall: I can get my data into QB.

Awesome service, I struggled with converting a CSV for almost a month before this!

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy - SO EASY! All you need to do is upload, click a button and you're good to go. I can't tell you how many hours I spent on this before finding CSV2QBO and finishing what I needed within minutes.