--- title: ProperConvert app Reviews meta_title: 'ProperConvert app Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 107 reviews by the users' company size, role or industry to find out how ProperConvert app works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 107 scale: '5' date_modified: '2026-06-15' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # ProperConvert app Reviews **Vendor:** ProperSoft **Category:** [Other Finance & Admin. Software](https://www.g2.com/categories/other-finance-admin) **Average Rating:** 4.3/5.0 **Total Reviews:** 107 ## About ProperConvert app 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. ## ProperConvert app Reviews ### 1. PDF 2 CSV Worked as Expected **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2017 **What do you like best about ProperConvert app?** I needed a quick and easy way to convert PDF credit card statements to Excel in order to create expense reports. The product worked as expected and extracted the data. **What do you dislike about ProperConvert app?** The data was lumped together and I had to spend a lot of time cutting and pasting it to extract the necessary information. **Recommendations to others considering ProperConvert app:** Works as expected! Does not necessarily separate all of the details in a single line of data. May require some manual adjustment once information has been extracted. **What problems is ProperConvert app solving and how is that benefiting you?** The benefit that I realized was the time that I saved importing information from PDF credit card statements. I would have otherwise had to type all of the information in, which would have been tedious and time consuming! ### 2. Great product for those not wanting to use newer Quicken versions **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2017 **What do you like best about ProperConvert app?** The product allows me to transfer a CSV from my bank into QIF so that I may import it into an older version of Quicken. I do not wish to upgrade to the newer Quicken because I feel my data is not secure and because I don't allows have internet access. **What do you dislike about ProperConvert app?** It was not exactly intuitive figuring out how to use it, but once I got the preceedure down, it works beautifully every time. **What problems is ProperConvert app solving and how is that benefiting you?** Not upgrading to online Quicken. ### 3. Very usefulprogram **Rating:** 5.0/5.0 stars **Reviewed by:** Eric M. | Gérant, Higher Education, Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2017 **What do you like best about ProperConvert app?** I use Microsoft Money since 16 years and this is the best programm to export in xls format. **What do you dislike about ProperConvert app?** The interface is minimalist.but it's sufficient. **Recommendations to others considering ProperConvert app:** Very useful and easy to use. **What problems is ProperConvert app solving and how is that benefiting you?** I realize my annual balance sheet ### 4. Excellent tool **Rating:** 5.0/5.0 stars **Reviewed by:** Marcia S. | Principal, Fine Art, Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2017 **What do you like best about ProperConvert app?** This software works! It's simple yet powerful. Incredible time saver. **What do you dislike about ProperConvert app?** No complaints. I like everything the software does. **Recommendations to others considering ProperConvert app:** Get it. **What problems is ProperConvert app solving and how is that benefiting you?** It's a real time saver for me, which means my clients are saving money, too. ### 5. Bank Statements to CSV **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2017 **What do you like best about ProperConvert app?** It is the only decent solution I have found for converting my PDF bank statements to CSV files I can then import into Excel **What do you dislike about ProperConvert app?** It's better at some aspects of conversion than others **What problems is ProperConvert app solving and how is that benefiting you?** CSV files are only available for limited amounts of time during the year. On occasion I am stuck with having to download PDF statements. PDF2CSV has helped me get those statement more quickly into usable data. ### 6. Good product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2017 **What do you like best about ProperConvert app?** It was easy to install and use and seems stable but I've only used it a few times. I used this for my business and personal finance data. **What do you dislike about ProperConvert app?** There wasn't anything that I disliked about this product it did exactly what I needed it to do. **Recommendations to others considering ProperConvert app:** Good product stable and easy to use and install. **What problems is ProperConvert app solving and how is that benefiting you?** Helped me load financial data quickly from older formats into quicken. ### 7. Does the job! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2017 **What do you like best about ProperConvert app?** It serves a single purpose of getting bank transaction files into the Quickbooks *.QBO format. It's quick and easy. **What do you dislike about ProperConvert app?** No complaints, it's built for a single purpose, and solves a singular problem for us. **What problems is ProperConvert app solving and how is that benefiting you?** This bridges the gap between smaller unsophisticated banks and credit unions who don't let customers export banking date in the Quickbooks Web Connect (QBO) format. This converts from the more widely used Quicken format. ### 8. Rock Solid, Easy File Conversion **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Music | Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2017 **What do you like best about ProperConvert app?** The default settings worked perfectly for my needs. **What do you dislike about ProperConvert app?** The only think that I dislike is that I have to use conversion software in the first place. I really recommend this application. **What problems is ProperConvert app solving and how is that benefiting you?** When my bank quit providing .OFX and .QFX downloads, I thought I was sunk. Fortunately, I found CSV2QFX. I was skeptical, but the software worked as advertised the first time using the default settings. ### 9. A "Swiss Army Knife" for accounting/bookeeping systems **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2017 **What do you like best about ProperConvert app?** Allows the import and export of data between standardly formatted general file types to complex file types used by personal financial management and accounting systems. **What do you dislike about ProperConvert app?** You may need to buy the suite to get all of the tools necessary for an import/export/conversion, instead of one tool. **Recommendations to others considering ProperConvert app:** This is one of the more popular tools on the market. **What problems is ProperConvert app solving and how is that benefiting you?** Bringing in Excel data from my bank to Quicken 2017. ### 10. Good but not what I needed. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2017 **What do you like best about ProperConvert app?** The field mapping was impressive and easy to use. **What do you dislike about ProperConvert app?** I can't add a column with the same value to the file. I wanted every row to show the same value in a certain column, but that value wasn't in the original file. **Recommendations to others considering ProperConvert app:** Make sure that its functionality meets your needs before paying for it. **What problems is ProperConvert app solving and how is that benefiting you?** I was trying to convert a CSV from a payment processing system to an IIF that matched my Quickbooks accounts. I got it close enough that I could do the rest of the conversion manually using find-and-replace text, but it was still tedious. I was hoping for a complete solution. ### 11. Helpful and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Alan Y. | Controller, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2017 **What do you like best about ProperConvert app?** Saves time on tedious coding when clients give us CSV files only. **What do you dislike about ProperConvert app?** Nothing to really dislike about the product. Works as advertised. **What problems is ProperConvert app solving and how is that benefiting you?** We've saved on billable time, thus can expand our reach to more clients. ### 12. Great app! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2017 **What do you like best about ProperConvert app?** It simply works... converting bank information from a foreign country to the U.S. where I can easily import it into my accounting software... 3 clicks and I'm ready to import! **What do you dislike about ProperConvert app?** I dislike nothing about the software. It works as advertised. **What problems is ProperConvert app solving and how is that benefiting you?** It saves me lots of time manually entering financial data from accounts I have in a foreign country, where date format, etc. is different. ### 13. Life saver if you in my situation ! does the job, if you try hard enough **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Internet | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2017 **What do you like best about ProperConvert app?** Successfully convert 100% of my transactions in pdf **What do you dislike about ProperConvert app?** - MAC : Very slow interface. barely usable (try to resize columns for example) - Huge bug : If there are transactions overlapping 2 years, 2016 and 2017 for example ; it bugs : it applies the same year for all transactions - most of the time, the amount sign is in the wrong direction **What problems is ProperConvert app solving and how is that benefiting you?** My Bank doesn't allow to export ofx transactions more than 3 months in the past . Thanks to PSF2OFX, I can download old PDF account reports, and convert them to OFX to upload in money monitoring tools ### 14. need the conversion tool to work with quicken **Rating:** 4.0/5.0 stars **Reviewed by:** Lynn S. | Healthcare Technical Consultant, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2017 **What do you like best about ProperConvert app?** it is pretty easy to use and to install. I was having difficulties getting my files from the bank to load into quicken. Quicken does not have a conversion tool for CSV files unfortunately. **What do you dislike about ProperConvert app?** it's a two step process to get my files together **What problems is ProperConvert app solving and how is that benefiting you?** to pull files from my bank in order to load them into Quicken I needed this conversion tool. ### 15. Does what it says...well **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2017 **What do you like best about ProperConvert app?** I had no problem resolving my problem. I should not have wasted my time trying to save a few bucks. **What do you dislike about ProperConvert app?** I had no problems with the software, after a cup of coffee. hit my brain. **What problems is ProperConvert app solving and how is that benefiting you?** Just needed to get data lost over time.. Worked well. I had the PDFs, but neglected to get the QFX downloads in time. ### 16. Bank2QBO is a life saver!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Cosmetics | Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2017 **What do you like best about ProperConvert app?** Super easy interface, easy to check or uncheck items for download **What do you dislike about ProperConvert app?** The settings for account number and bank type could be more user friendly, but it is not to hard to figure out **Recommendations to others considering ProperConvert app:** If you need to extract data from multiple account statements then this is the right product for you. I also used Money Thumbs PDF2QBO **What problems is ProperConvert app solving and how is that benefiting you?** I lost a hard drive with over two years of data that I had to piece back together. Bank2QBO made the process so much easier. Also it allows to make one account separate making individual reports a snap ### 17. Easy and straightforward **Rating:** 5.0/5.0 stars **Reviewed by:** Rui A. | IT Manager, Food & Beverages, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2017 **What do you like best about ProperConvert app?** You can quickly export the data to excel **What do you dislike about ProperConvert app?** Sometimes difficult do select time interval **What problems is ProperConvert app solving and how is that benefiting you?** QIF to excel ### 18. Good program to convert information from csv to qif **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2017 **What do you like best about ProperConvert app?** The ease of use once the parameters are set. **What do you dislike about ProperConvert app?** This is a great product. Easy to use and learn. **Recommendations to others considering ProperConvert app:** If you have certain formatted information, it inputs the data as you would expect. No extra information needs to be included from your financial institution. **What problems is ProperConvert app solving and how is that benefiting you?** It allows me to convert financial information into quicken quickly and easily. ### 19. Great Program **Rating:** 4.0/5.0 stars **Reviewed by:** Janice L. | President, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2017 **What do you like best about ProperConvert app?** Was easy to convert bank files to the file type I needed. **What do you dislike about ProperConvert app?** There is nothing I found in the program that I disliked. **What problems is ProperConvert app solving and how is that benefiting you?** I convert bank files that come through as CSV files to OFX so that they can be loaded into my accounting program without me having to manually input the files. ### 20. a huge help for bank transaction **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Arts and Crafts | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2017 **What do you like best about ProperConvert app?** super easy to use! works great for downloading bank transactions then uploading to QuickBooks. **What do you dislike about ProperConvert app?** that it took me so long to find it. Neither Bank of America or QuickBooks recommended the software. After struggling for a week, I looked on line and found it. **What problems is ProperConvert app solving and how is that benefiting you?** Download bank transactions and translate so they load into quickbooks. ### 21. Saves a lot of time **Rating:** 5.0/5.0 stars **Reviewed by:** Adrian D. | IT Administrator, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2017 **What do you like best about ProperConvert app?** Saves is a lot of time with our clients. Very easy to use and great value for money **What do you dislike about ProperConvert app?** Nothing. It does exactly what it needs to do. **What problems is ProperConvert app solving and how is that benefiting you?** Our clients using banktivity are able to send us the qif files and we don't have to get them to run reports for us. ### 22. Great app **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2017 **What do you like best about ProperConvert app?** Easy to use, works great! Simple instructions. **What do you dislike about ProperConvert app?** Nothing - it is a great app. Anyone can use this. **What problems is ProperConvert app solving and how is that benefiting you?** This app allows you to continue to use outdated software (like Microsoft Money) and others. It keeps you from having to re-enter data that should be easy to upload. ### 23. Convert QIF to CSV **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2017 **What do you like best about ProperConvert app?** Quicken is a walled silo if you need your data in a spreadsheet. QIF2CSV does the job as expected. **What do you dislike about ProperConvert app?** This program has no downside. However, the code may need a review. It can crash sometimes. **What problems is ProperConvert app solving and how is that benefiting you?** Simply allowed QIF data in other programs including Excel and Numbers. ### 24. Use it privately to bring bank account data to accounting software. **Rating:** 3.5/5.0 stars **Reviewed by:** Marc E. | Founder and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2017 **What do you like best about ProperConvert app?** Easy to use, does what it is expected to do without fancy but useless functions. **What do you dislike about ProperConvert app?** Haven't got to save templates so I don't need to do all settings again every time. **What problems is ProperConvert app solving and how is that benefiting you?** Use it privately to bring bank account data to accounting software. ### 25. Good but not perfect **Rating:** 3.5/5.0 stars **Reviewed by:** David J. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2017 **What do you like best about ProperConvert app?** The function the program was designed for. **What do you dislike about ProperConvert app?** Did not convert all pdf files. Unknown errors and program design was poor. **Recommendations to others considering ProperConvert app:** This product f Does not work 100 percent aND manual entries will still need to be made. **What problems is ProperConvert app solving and how is that benefiting you?** Quick entries into other software ### 26. Great source for converting CSV to QBO! **Rating:** 4.5/5.0 stars **Reviewed by:** Brian B. | Executive Director, Law Enforcement, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2017 **What do you like best about ProperConvert app?** It's an easy format, the user interface was easy to navigate, and the conversion was perfect! **What do you dislike about ProperConvert app?** Not much to dislike! The options were great for the value. **What problems is ProperConvert app solving and how is that benefiting you?** Online bank doesn't provide a QBO formatted document. This was easy to use and convert the CSV file. ### 27. Reformat financial institution data for Quicken **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2017 **What do you like best about ProperConvert app?** Facile da usare, fa ciò che promette. Perfetto compagno per Quicken **What do you dislike about ProperConvert app?** I found nothing to dislike about the product, which works as expected. **What problems is ProperConvert app solving and how is that benefiting you?** Reformat financial institution data to Quicken file exchange format to facilitate automated data entry. ### 28. Worked how and when I needed it to **Rating:** 5.0/5.0 stars **Reviewed by:** Julie Z. | Director of Operations, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2017 **What do you like best about ProperConvert app?** It does what it's supposed to without having a bunch extra. **What do you dislike about ProperConvert app?** Nothing that I can remember to dislike. **What problems is ProperConvert app solving and how is that benefiting you?** I needed to get some old info into quickbooks and this did the trick. ### 29. Still have not figured out how to map the software - and then save the map for future use. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2017 **What do you like best about ProperConvert app?** What it is supposed to do. But so far we haven't actually had that happen. **What do you dislike about ProperConvert app?** Time consuming to map - and little support on how to do so **What problems is ProperConvert app solving and how is that benefiting you?** importing information into Quicken ### 30. PDF2CVS ? Expected more **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2017 **What do you like best about ProperConvert app?** Simple and easy to use software. Performed most functions as promised **What do you dislike about ProperConvert app?** Unfortunately I expected a higher level of accuracy from the software. I realise financial statements and invoices vary greatly, but I found myself manually amending the converted output to often. I reverted back to using CSV2CSV software **What problems is ProperConvert app solving and how is that benefiting you?** The main purpose was to transfer bank statements & invoices for input into Quicken accountancy and tax software ### 31. Excellent product and easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2017 **What do you like best about ProperConvert app?** This program cuts my processing time literally by 90%! I've used it for two straight years with great results! **What do you dislike about ProperConvert app?** It is a little old school. I have to play with the the settings to get my output right. Not quite as intuitive as other programs. **Recommendations to others considering ProperConvert app:** Buy it. **What problems is ProperConvert app solving and how is that benefiting you?** I use it for tax prep exclusively. It makes it much easier to download a spreadsheet and convert it to Quicken. ### 32. Does the job **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Motion Pictures and Film | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2017 **What do you like best about ProperConvert app?** Simple program that does everything I needed it to do. **What do you dislike about ProperConvert app?** GUI could have been nicer but not necessary. **What problems is ProperConvert app solving and how is that benefiting you?** I needed to import none business bank accounts into quickbooks. ### 33. CSV2QIF works **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2017 **What do you like best about ProperConvert app?** It just works, simple to setup and run. perfect for my use. **What do you dislike about ProperConvert app?** For my use there is nothing it cannot do. **What problems is ProperConvert app solving and how is that benefiting you?** Baking info to my desktop checkbook ### 34. Very usefull tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2017 **What do you like best about ProperConvert app?** easy to operate and best results at ease **What do you dislike about ProperConvert app?** nothing to dislike a very helpful tool **What problems is ProperConvert app solving and how is that benefiting you?** save time in converting bank statements or credit card statements to Excel ### 35. Darren's review **Rating:** 2.5/5.0 stars **Reviewed by:** Sanghoon L. | Accountant, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2017 **What do you like best about ProperConvert app?** The fact that it converts. :) It does it's job **What do you dislike about ProperConvert app?** The fact that not convert scanned docs. :) **What problems is ProperConvert app solving and how is that benefiting you?** Do not need to convert manually with excel. :) ### 36. easy and efficient **Rating:** 4.0/5.0 stars **Reviewed by:** stone s. | Physician, Medical Practice, Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2017 **What do you like best about ProperConvert app?** ease of use, ease of implementation, ease of finding programs **What do you dislike about ProperConvert app?** nothing, everything went fine. The files I needed translated on the first try **Recommendations to others considering ProperConvert app:** get a complete library of programs **What problems is ProperConvert app solving and how is that benefiting you?** cross platform data sharing ### 37. Excellent software **Rating:** 5.0/5.0 stars **Reviewed by:** Judy M. | Owner, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2017 **What do you like best about ProperConvert app?** It is easy to use and affordable. Thanks. **What do you dislike about ProperConvert app?** I do not have any dislike of the software. **What problems is ProperConvert app solving and how is that benefiting you?** Downloading transaction from bank statements to Quickbooks. ### 38. Great Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Frank W. | Financial Advisor | Interim CFO, Farming, Enterprise (> 1000 emp.) **Reviewed Date:** June 06, 2017 **What do you like best about ProperConvert app?** very friendly user, fast learning curve, deliver what we expect **What do you dislike about ProperConvert app?** nothing in particular, perhaps more features to configure **What problems is ProperConvert app solving and how is that benefiting you?** bank and credit cards reconciliation ### 39. Use it for quickbooks **Rating:** 4.5/5.0 stars **Reviewed by:** Joe H. | Realtor/Investor, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2017 **What do you like best about ProperConvert app?** Converting the numbers from the PDF sheet **What do you dislike about ProperConvert app?** Need to be careful not to pick credit values instead of debit. **Recommendations to others considering ProperConvert app:** None **What problems is ProperConvert app solving and how is that benefiting you?** Save time with input ### 40. Ok but not great **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2017 **What do you like best about ProperConvert app?** It will convert a .csv file to a .qbo file format, after considerable tweeking **What do you dislike about ProperConvert app?** all the tweaking of parameters, a lot of trial and error required to get it right, initially almost as much effort as loading the data in manually **Recommendations to others considering ProperConvert app:** expect a learning curve **What problems is ProperConvert app solving and how is that benefiting you?** Many banks only offer downloads of statements as .csv, .xls or .pdf. Lots of manual labor required to enter this data into Quickbooks ### 41. Came in handy in a pinch **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2017 **What do you like best about ProperConvert app?** I needed to convert files for my CPA and this software was very helpful **What do you dislike about ProperConvert app?** There was really nothing I disliked. The software was easy for me to use. **What problems is ProperConvert app solving and how is that benefiting you?** I was able to convert files for my CPA to be able to do my taxes without having to manually enter all the data. It saved me hours. ### 42. Amex transaction upload into QB **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer Y. | Staff Accountant, Mental Health Care, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2017 **What do you like best about ProperConvert app?** This product makes converting our Amex activity files into a readable .QBO file very easy. **What do you dislike about ProperConvert app?** I do not feel there are any expectations that this product doesn't provide. **What problems is ProperConvert app solving and how is that benefiting you?** None ### 43. CSV2QBO **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2017 **What do you like best about ProperConvert app?** Great product that allows me to quickly convert CSV files into a usable QBO file for Quickbooks Desktop. Easy to use and learn. Easy to manipulate. **What do you dislike about ProperConvert app?** Was a little concerned about the price initially but after purchasing I felt like it was money well spent. **What problems is ProperConvert app solving and how is that benefiting you?** It allows me to not have to pay the monthly fee to import transactions from the bank to Quickbooks. ### 44. Effective way to convert financial data between software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2017 **What do you like best about ProperConvert app?** Cost effective, very customizable and flexible **What do you dislike about ProperConvert app?** Somewhat difficult to match fields up **What problems is ProperConvert app solving and how is that benefiting you?** import spreadsheets to QuickBooks and Quicken ### 45. Great product!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2017 **What do you like best about ProperConvert app?** Easy to use, and works exactly as advertised. When you need a specific file converted G2 has you covered. **What do you dislike about ProperConvert app?** Product is a little expensive for the casual user. Although this was the only product that performed flawlessly. **What problems is ProperConvert app solving and how is that benefiting you?** I need to convert some quickbooks files ASAP. I tried other cheaper products that did not work properly. ### 46. CSV2QFX **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Sporting Goods | Enterprise (> 1000 emp.) **Reviewed Date:** June 01, 2017 **What do you like best about ProperConvert app?** converted the data I needed, from old banking files to quicken acceptable data **What do you dislike about ProperConvert app?** it wasn't quite as simple as I had hoped, but figured it out in less than 30 minutes **What problems is ProperConvert app solving and how is that benefiting you?** banks only offer specific file types for historical banking data, and i needed to go further back to replace corrupt data in quicken ### 47. Okay really? **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Utilities | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2017 **What do you like best about ProperConvert app?** Not much to like given it did not work as I needed **What do you dislike about ProperConvert app?** Hard to use... Never really needed it... Buyers remorse **Recommendations to others considering ProperConvert app:** Not for migrating between QuickBooks versions. **What problems is ProperConvert app solving and how is that benefiting you?** I was trying to go from an old QuickBooks version to a new QuickBooks version via export import. Bad idea. Punted the whole thing ### 48. saved me lots of time **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Arts and Crafts | Mid-Market (51-1000 emp.) **Reviewed Date:** June 01, 2017 **What do you like best about ProperConvert app?** ability to covert bank statements into quicken data **What do you dislike about ProperConvert app?** you have to be very vigilant about how you list the pdfs you want to convert because the program keeps defaulting to a preset that you may not want **Recommendations to others considering ProperConvert app:** none **What problems is ProperConvert app solving and how is that benefiting you?** getting data into quicken for my tax reporting ### 49. Essential **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2017 **What do you like best about ProperConvert app?** I like that I can convert CSV files to something Quickbooks Pro can read **What do you dislike about ProperConvert app?** The interface could be a little better. It takes some time to understand. **Recommendations to others considering ProperConvert app:** Essential if you are a Quickbooks Pro user. **What problems is ProperConvert app solving and how is that benefiting you?** It really speeds up entering transactions in Quickbooks Pro ### 50. Great Product, Easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2017 **What do you like best about ProperConvert app?** Easy to use, Easy steps I like the program. Price is affordable. **What do you dislike about ProperConvert app?** Needs Better conversion of GJE. Mostly a good product. **Recommendations to others considering ProperConvert app:** A Good program to use, Price is good. **What problems is ProperConvert app solving and how is that benefiting you?** Exporting PDF statements into Quick books. ## ProperConvert app Discussions - [What is your experience with ProperConvert app for conversion rate optimization, and what improvements would you suggest?](https://www.g2.com/discussions/what-is-your-experience-with-properconvert-app-for-conversion-rate-optimization-and-what-improvements-would-you-suggest) - [View ProperConvert app pricing details and edition comparison](https://www.g2.com/products/properconvert-app/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-06-16+22%3A02%3A16+-0500&secure%5Bsession_id%5D=772695a0-3410-462e-b8fa-e308c0dca818&secure%5Btoken%5D=b05aad5b8c56110f40fcff2bee5593129b5f5b1a5a1228c06b904b1daa9080af&format=llm_user) ## ProperConvert app Features **Agentic AI - Accounting & Finance** - Autonomous Task Execution ## Top ProperConvert app Alternatives - [SaasAnt Transactions](https://www.g2.com/products/saasant-saasant-transactions/reviews) - 4.9/5.0 (285 reviews) - [Quicken](https://www.g2.com/products/quicken/reviews) - 4.3/5.0 (75 reviews) - [Buxfer](https://www.g2.com/products/buxfer/reviews) - 4.6/5.0 (30 reviews)