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ProperConvert app Reviews & Product Details

Finally, the solution to import your transactions. Convert CSV, XLS, XLSX, PDF, QFX, OFX, QBO, QIF, MT940, STA to QBO/QFX/OFX, QIF, IIF, CSV/Excel and import into QuickBooks, Quicken, Xero, and others 2021, 2020, 2019. Review transactions in a readable view before converting. Free trial (up to 10 transactions per file converted) is available. Support is available before and after purchase. Buy with confidence: money back guarantee is provided for 14 days. Save time and avoid data entry and manual errors.

Seller

ProperSoft

Discussions

ProperConvert app Community

Overview by

Sergiy Tytarenko (propersoft.net, CSV,PDF,Excel,QIF to Quickbooks,Xero,Quicken,NetSuite, tools for CPB,CPA,Pro Advisors,bookkeepers)

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

8 months

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ProperConvert app Media

ProperConvert app Demo - Main Transactions Form

Load a file with transactions, review transactions, select output format and click Convert.

ProperConvert app Reviews (106)

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Mohit P.

Graphic Designer

Mid-Market (51-1000 emp.)

5/31/2022

"Easiest and affordable software to convert csv files to qbj format"

4.5/5

What do you like best about ProperConvert app?

The easy to use interface helps to save a lot of time along with allowing to change the format of file to qbj from csv easily. Review collected by and hosted on G2.com.

What do you dislike about ProperConvert app?

there are a lot of irrelevant functions and popups which sometimes complicate things. Review collected by and hosted on G2.com.

Recommendations to others considering ProperConvert app:

I highly recommend using this software for converting files to qbj format from csv if you have the budget to afford it, otherwise you can go for cheap alternatives Review collected by and hosted on G2.com.

What problems is ProperConvert app solving and how is that benefiting you?

It helps me to convert my csv files to qbj format which is generally the supported format of any accounting softwares Review collected by and hosted on G2.com.

Bilal A.

Senior Associate Security Analyst

Small-Business (50 or fewer emp.)

4/6/2022

"Best Tool to extract transaction data from PDF,XLS,CSV formats to Quicken format."

5/5

What do you like best about ProperConvert app?

BANK2QIF is a better choice to convert financial transaction data from a wide variety of formats like PDF CSV, XLS etc to Quicken format easily and intuitively. Review collected by and hosted on G2.com.

What do you dislike about ProperConvert app?

Nothing as such as this product meets all my expectations in terms of conversion of data to a specific format quickly and with ease Review collected by and hosted on G2.com.

Talha W.

Backend Developer

Small-Business (50 or fewer emp.)

1/25/2022

"Easily converts multiple file types"

4/5

What do you like best about ProperConvert app?

Ability to convert multiple file formats into QFX format Review collected by and hosted on G2.com.

What do you dislike about ProperConvert app?

nothing to dislike....but this product is new and has competitors in market. Review collected by and hosted on G2.com.

David W B.

Registered Investment Advisor/Financial Planner

Investment Management

Small-Business (50 or fewer emp.)

5/16/2017

"Quick, efficient conversion"

4.5/5

What do you like best about ProperConvert app?

I liked that it accurately converted the data for import into Quickbooks. Review collected by and hosted on G2.com.

What do you dislike about ProperConvert app?

The user interface was a little clunky. Everything is there and functional, just not necessarily ergonomic. Review collected by and hosted on G2.com.

Muhammad A.

Small-Business (50 or fewer emp.)

4/14/2020

"Great product with minor limitations"

4/5

What do you like best about ProperConvert app?

With great quality files, it instantly converts it to a usable CSV file that can be imported into most of the accounting software. The option to change date format and compatibility for required accounting software are great too. Review collected by and hosted on G2.com.

What do you dislike about ProperConvert app?

When we use pdf files in complex formats or of credit cards, it sometimes misses the few statement lines or makes the credit as debits. Review collected by and hosted on G2.com.

Richard V.

Project Manager

Mid-Market (51-1000 emp.)

4/15/2019

"PDF2QFX: The best option for Transforming PDF into QFX "

5/5

What do you like best about ProperConvert app?

- It allows converting PDF to QFX and import into Quicken 2019, 2018, 2017, 2016.

- Its compatible with Microsoft Windows (XP/7/8/10), Linux , Mac (MacOS 10.8 - macOS Mojave).

- The conversion process occurs inside your computer, giving more reliability and security to it.

- The licenses purchasing includes at least 14 days of conversion support.

- It provides several installation languages as english, spanish, etc. Review collected by and hosted on G2.com.

What do you dislike about ProperConvert app?

- Scanned PDF statements are not supported yet. Review collected by and hosted on G2.com.

Recommendations to others considering ProperConvert app:

If youre looking for tool for transforming your financial pdf files into QFX files in a secure and robust way, don't hesitate using PDF2QFX. Review collected by and hosted on G2.com.

What problems is ProperConvert app solving and how is that benefiting you?

This great tool has helped my organization to convert pdf files (account balances, transactions) into QFX and then import them into Quicken 2019, 2018, 2017, 2016. In this way we can keep compatibility of our internal financial documents with the standard format. Review collected by and hosted on G2.com.

Verified User in Computer & Network Security

Small-Business (50 or fewer emp.)

1/28/2019

"Tough to find a tool that beats this almost extinct file format!"

4/5

What do you like best about ProperConvert app?

Simply enough, this software makes the conversions needed to analyze a couple of our clients that need the uncommon .OFX format. Commonly confused with Quickbooks .QFX file, the search for compatible software is a pain! Support is ready to handle any questions you may have with set up and conversion, along with a nice written tutorial and YouTube video for those that don't like to read! Review collected by and hosted on G2.com.

What do you dislike about ProperConvert app?

Not much to dislike. The UI is basic, nothing pretty at all but I wouldn't consider that an actual flaw. Functionality is key here. Review collected by and hosted on G2.com.

Recommendations to others considering ProperConvert app:

File conversions can be tricky and become corrupt if attempting to try your own. For $40 this is a great buy, and will save you if working with .OFX files often. Review collected by and hosted on G2.com.

What problems is ProperConvert app solving and how is that benefiting you?

We can email (and also fax) the financial documents our clients need right to them, readily compatible with the systems they have in place, with no headache at our end! Review collected by and hosted on G2.com.

Marcus W.

Client Accounting

Small-Business (50 or fewer emp.)

11/6/2018

"Very purpose-specific use but really effective and versatile for these tasks."

5/5

What do you like best about ProperConvert app?

The parsing functionality let's me use this as a delimiter tool too, which is extremely helpful for doing formatting changes for output into some of our various backend systems. Other than that, just makes prepping thing for QB a breeze. Review collected by and hosted on G2.com.

What do you dislike about ProperConvert app?

I wish it had a few more options for parsing raw text files and inconsistently formatted files. Review collected by and hosted on G2.com.

Recommendations to others considering ProperConvert app:

If you get some time, really explore it's potential as a file parser for other types of separated-value files. If you could automate some batch scripts through it, you could save a ton of time on repeat tasks. Review collected by and hosted on G2.com.

What problems is ProperConvert app solving and how is that benefiting you?

It basically serves as a central node for a lot of our manual data operations because it's so easy to fix up CSVs for import. Saving me and a few others on my team a loooot of clicks. Review collected by and hosted on G2.com.

Peter B.

Project Manager

Small-Business (50 or fewer emp.)

11/6/2018

"Makes using Quickbooks a gazillion times easier."

5/5

What do you like best about ProperConvert app?

Really flexible encoding options, and quick list of targets handles all of the formatting for you. Options for parsing allow us to use it for several other functions too, like budgeting our sprint resource allocation. Other likes include: The ability to set year if missing, ability to flip charges/withdrawals between positive and negative (useful for dealing with various client inputs), mapping tool. Review collected by and hosted on G2.com.

What do you dislike about ProperConvert app?

Everything about this product is pretty good, there is not much I dislike. Review collected by and hosted on G2.com.

Recommendations to others considering ProperConvert app:

Check out a couple of their other tools- CSV2IIF has been really helpful for us too. Review collected by and hosted on G2.com.

What problems is ProperConvert app solving and how is that benefiting you?

No longer manually going through and reviewing every single transaction log that we need accounting to deal with. At least a couple hours a day freed up. Was considering switching away from QB before this, which would have been a headache. Review collected by and hosted on G2.com.

Ryan D.

Product Specialist - Web Presence

Automotive

Small-Business (50 or fewer emp.)

11/4/2018

"Lifesaver for keeping track of multi-invoice subscription items"

5/5

What do you like best about ProperConvert app?

Really simple and easy UI, and the ability to change mapping on the fly is really nice. I also use the 'Raw View' to grab bits of the data in the CSV that I need to import into other applications, just because it's right there. Review collected by and hosted on G2.com.

What do you dislike about ProperConvert app?

A way to easily/quickly batch process multiple files would be nice. Maybe some sort of tool to adjust delimiters would make this a really nice swiss army knife tool. Review collected by and hosted on G2.com.

Recommendations to others considering ProperConvert app:

It's a really specific use case, but there's pretty much no reason not to use if this you're using Quickbooks. The learning curve is pretty short, though some sort of familiarity with Review collected by and hosted on G2.com.

What problems is ProperConvert app solving and how is that benefiting you?

Saving us a ton of manual effort on the accounting end of things. Review collected by and hosted on G2.com.