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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

ProperConvert converts transaction file to be compatible with accounting software. The ProperConvert app can convert the following formats to bank and credit card transactions: - CSV/XLS/XLSX/TXT (copy/paste any spreadsheet from an online or desktop software) PDF (downloaded from an online bank, image-based and protected, scanned - QFX/OFX/QBO - QIF/QMTF - MT940/STA The app converts to the file formats compatible for your accounting, personal finance, or spreadsheet software. - QuickBooks Desktop (all Versions), convert to QBO and IIF format - Quicken (convert QFX, QIF or CSV Mint). - Xero (convert TO OFX, CSV). - Sage (converts to OFX). Wave Accounting (converts to OFX). - FreeAgent (convert TO OFX) - Banktivity (convert into QIF) - Kashoo (convert TO OFX) - ZARMoney (converts to OFX). - Excel (convert CSV, Excel to clipboard) - and many other users who import standard financial file formats such as QBO, QFXX, IIF, CSV or MT940

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$19.99/month
Free Trial Yes 
Free Version No 

Pricing Details

$19.99/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

ProperSoft

Founded

2015

Country

Canada

Website

www.propersoft.net

Vendor Details

Company Name

ProperSoft Inc.

Founded

2015

Country

Canada

Website

www.propersoft.net

Product Features

File Converters

Archive Converter No 
Audio Converter No 
Batch Conversions No 
Document Converter No 
Email Converter No 
Image Converter No 
Other File Type Conversions Yes 
PDF Converter Yes 
Video Converter No 

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion Yes 
Document Delivery No 
Document Indexing No 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control No 

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