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Average Ratings 12 Ratings

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ease
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design
support

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.

Description

Keep all your clients' income and expenses organized in one centralized location, allowing for effortless document generation during tax season. You can quickly import transactions from your clients' bank and credit card accounts, with QuickBooks Online automatically sorting them into the appropriate categories. Additionally, clients can take a picture of their receipts and attach them to specific transactions, providing you with a real-time overview of their expenses. By granting you access to their financial records, clients enable you to swiftly address inquiries and assist in resolving any issues. Evaluate your clients' financial status with over 65 built-in reports, which include data tailored for accountants. Enhance your productivity through integration with Intuit-approved third-party applications that broaden the capabilities of QuickBooks Online. With automatic updates, you will always be working with the most current version of the software. Furthermore, a security system comparable to online banking guarantees the protection of your sensitive data. In the event of a computer failure, your information is securely backed up, ensuring that your work remains intact. This comprehensive setup not only streamlines your workflow but also fosters better client relationships through transparency and ease of access.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

APSentra No 
ActivTrak No 
BigTime No 
CS-Cart Multi-Vendor No 
Cenntrax No 
Clearly Payments No 
Cyclr No 
ETZ No 
Easy Truck Shop No 
Hop No 
InnBuilt Attendance No 
Instant Invoice No 
KLER No 
LeagueApps No 
Lithiq OS No 
OnPrintShop No 
ParkBot No 
Sysevo No 
VARStreet InstaQuote No 
eTurns No 

Integrations

APSentra Yes 
ActivTrak Yes 
BigTime Yes 
CS-Cart Multi-Vendor Yes 
Cenntrax Yes 
Clearly Payments Yes 
Cyclr Yes 
ETZ Yes 
Easy Truck Shop Yes 
Hop Yes 
InnBuilt Attendance Yes 
Instant Invoice Yes 
KLER Yes 
LeagueApps Yes 
Lithiq OS Yes 
OnPrintShop Yes 
ParkBot Yes 
Sysevo Yes 
VARStreet InstaQuote Yes 
eTurns Yes 

Pricing Details

$19.99/month
Free Trial Yes 
Free Version No 

Pricing Details

$8 per 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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
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) Yes 
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 Yes 

Vendor Details

Company Name

ProperSoft Inc.

Founded

2015

Country

Canada

Website

www.propersoft.net

Vendor Details

Company Name

Intuit

Founded

1983

Country

United States

Website

quickbooks.intuit.com/global/accountants/

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 

Product Features

Accounting

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

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