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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Become accustomed to creating reports and updating data feeds from Xero and QuickBooks Online. This strategy enables accountants and business owners who appreciate data to continue utilizing their personalized Excel reporting packs. By serving as a seamless conduit for transferring data from a spreadsheet to Xero and QuickBooks with just one click, along with your spreadsheet as a supporting document—be it a journal entry, invoice, bill, purchase order, or bank transaction—you can enhance your workflow. Enhance your spreadsheet's cloud functionality and maintain your established reporting pack without requiring your staff to learn new reporting systems—after all, nothing compares to Excel! Experience quicker report generation across all clients, which can lead to reduced costs and opportunities to engage new clients transitioning to cloud solutions. Furthermore, consider investing in a comprehensive reporting pack for your practice or a consolidation model for multiple companies, allowing you to easily refresh and update values using DataDear. This will not only streamline your processes but also improve the overall efficiency of your financial reporting endeavors.

Description

You need to import transactions but your accounting software does not support the format. ProperSoft Converters will make your transaction files easily importable. Import transactions from your bank into QuickBooks, Quicken, Xero Excel/CSV Sage (50/One), Wave Accounting and ZarMoney. Supported (to and from ) CSV/Excel/TXT (text or scan), QIF/QMTF. QBO, IIF/OFX, MT940/STA. You can easily reconcile and track expenses with financial data that you already have, with little or no data entry. Desktop software for Windows and macOS. Many accountants, accounting professionals and bookkeepers use this software. Received from clients (downloaded from their online banking, printed and scanned). Advance renaming rules can be used to adjust payee names and categories, or to assign categories based upon payees names. Automatedly determine the number and date formats for your document settings.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
Xero

Integrations

QuickBooks Online
Xero

Pricing Details

$35 per month
Free Trial
Free Version

Pricing Details

$19.99/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

DataDear

Country

Malta

Website

www.datadear.com

Vendor Details

Company Name

ProperSoft Inc.

Founded

2015

Country

Canada

Website

www.propersoft.net

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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