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Below reviews were posted on website like G2.com (G2Crowd) and Capterra.com.
From G2Crowd
100+ Reviews were requested from our customers and posted on G2.com
Saved me A LOT of time!
CSV2QFX
Anne deLain W. Clark (Owner), Stanhope & Clark, www.stanhopeandclark.com
What do you like best?
Being able to convert downloaded financial data into an importable format for Quicken!
What do you dislike?
Not all banks are on the list showing the Quicken institution code. Also, It required some tweaking to get the data parsed into fields recognized by Quicken.
Recommendations to others considering the product
Be able to understand database systems and how to look at parsed data so that you can control the parsing to your greatest benefit
What business problems are you solving with the product? What benefits have you realized?
In March 2017, I was able to convert downloaded financial data files from multiple banks and credit accounts for the whole of 2016 from CSV format offered by those institutions to the QFX format that is importable into Quicken for Home and Business 2017. My goal was to be able generate business financial reports for 2016, including tax deductible expenses, so that I did not have to create them myself in Excel, as I had for many years in the past. My online bank and credit accounts do allow for direct data downloads into Quicken, but most of them limit the data to the last 7 months, which would not have given me all of 2016. CVS2QFX saved me a lot of time in manual entry of the missing data so that I could start benefiting from the Quicken program for the 2016 tax year!
A needed tool to import items csv files into Quicken, when it cannot
CSV2QFX
Rich Carey (Business Development Sales Representative), Interior Fusion, LLC, www.ifsdv.com
What do you like best?
It is simple to use and setup. Once you have it setup, place it on the desk top and you have easy access.I use it a least once a month and don't have to remember what I did last time to use CSV2QFX
What do you dislike?
Some accounts you need to ensure the + or - is being used. Could provide a better looking interface.
Recommendations to others considering the product
Give it a test drive, ask for help if needed. It's worth it saving you time and money.
What business problems are you solving with the product? What benefits have you realized?
I am able to take bank statements, CSV, and convert them to import QFX into Quicken. This saves a lot of time and effort typing each entry.
Does the best conversion with the least amount of issues
CSV2QFX
Shannon Broad-Stephens (Business Systems Analyst II), BlueCross BlueShield of South Carolina, www.southcarolinablues.com
What do you like best?
As an owner of rental properties, I can convert my purchases at Home Depot and import them into quicken where I can easily categorize them with the rest of my rental expenses.
What do you dislike?
Occasionally when I import data into quicken that has been converted and use the default company code, it sometimes messed up existing account syncs and I have to reset their connection. This is really an issue with quicken but this app has a lot fewer issues like this than the other apps I've tried. I just wish they could figure out how to never have that issue.
What business problems are you solving with the product? What benefits have you realized?
I am now able to track all of my expenses in one place and roll them into reports instead of having to keep separate spreadsheets for the data that will not import to quicken directly.
The easily, (probably only) way to get Data to QUICKEN for my needs.
CSV2QFX
George Mabry (DB2 DBA Mainframe), IBM, www.ibm.com
What do you like best?
Saving my setups for each individual conversion task.
What do you dislike?
I did not find any issues with this product and therefore no dislikes.
Recommendations to others considering the product
Best product on the market I could Find
What business problems are you solving with the product? What benefits have you realized?
Cannot get AMX data per user on shared accounts via Quicken auto connects to bank. Always imports all transactions for all users even though they have different AMX Card numbers. To solve this, I have to export AMX transactions ion CSV then convert to QFX for QUICKEN.
Convert download files to Quicken
CSV2QFX
User in Machinery
What do you like best?
I have two accounts, Health Saving Plan and Credit Union Saving, which do not connect to Quicken 2017. Using this software, I can easily convert the download file into QFX for quicken import. The setup and mapping is very easy. My credit union accounts have change the download file several times and it is no problem to adjust the mapping on the fly.
What do you dislike?
I wish I had a direct connection to quicken.
What business problems are you solving with the product? What benefits have you realized?
This is for Personal Use with quicken 2017. It eliminate the manual enter of transaction into the Quicken Software.
Good product
CSV2QFX
User in Computer Software
What do you like best?
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?
There wasn't anything that I disliked about this product it did exactly what I needed it to do.
Recommendations to others considering the product
Good product stable and easy to use and install.
What business problems are you solving with the product? What benefits have you realized?
Helped me load financial data quickly from older formats into quicken.
Rock Solid, Easy File Conversion
CSV2QFX
User in Music
What do you like best?
The default settings worked perfectly for my needs.
What do you dislike?
The only think that I dislike is that I have to use conversion software in the first place. I really recommend this application.
What business problems are you solving with the product? What benefits have you realized?
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.
Need the conversion tool to work with quicken
CSV2QFX
Lynn Schultz (Healthcare Technical Consultant), Health Systems Informatics - HSi, www.hsi-corp.com
What do you like best?
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?
It's a two step process to get my files together.
What business problems are you solving with the product? What benefits have you realized?
To pull files from my bank in order to load them into Quicken I needed this conversion tool.
Reformat financial institution data for Quicken
CSV2QFX
User in Management Consulting
What do you like best?
Easy to use, does what it promises. Perfect companion for Quicken
What do you dislike?
I found nothing to dislike about the product, which works as expected.
What business problems are you solving with the product? What benefits have you realized?
Reformatting financial institution data to Quicken file exchange format to facilitate automated data entry.
Worked how and when I needed it to
CSV2QFX
Julie Ziegelman (Project Coordinator/Systems Support/Administrative Assistant), Momentum Consulting, www.momentumconsulting.com
What do you like best?
It does what it's supposed to without having a bunch extra.
What do you dislike?
Nothing that I can remember to dislike.
What business problems are you solving with the product? What benefits have you realized?
I needed to get some old info into quickbooks and this did the trick.
Excellent product and easy to use!
CSV2QFX
User in Financial Services
What do you like best?
This program cuts my processing time literally by 90%! I've used it for two straight years with great results!
What do you dislike?
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 the product
Buy it.
What business problems are you solving with the product? What benefits have you realized?
I use it for tax prep exclusively. It makes it much easier to download a spreadsheet and convert it to Quicken.
CSV2QFX
CSV2QFX
User in Sporting Goods
What do you like best?
Converted the data I needed, from old banking files to quicken acceptable data.
What do you dislike?
It wasn't quite as simple as I had hoped, but figured it out in less than 30 minutes.
What business problems are you solving with the product? What benefits have you realized?
Banks only offer specific file types for historical banking data, and i needed to go further back to replace corrupt data in quicken.
A most useful tool to save time loading Quicken batch
CSV2QFX
Executive Sponsor in Semiconductors
What do you like best?
Works as advertised reading CSB and loading it to quicken
What do you dislike?
Field mapping from CSV to Quicken isn't always straightforward
What business problems are you solving with the product? What benefits have you realized?
Some credit cards only offer 3 months of QFX history download
Quick, efficient conversion
CSV2QBO
David W Barnett (Owner), Grand Arbor Advisors, www.davidwbarnett.com
What do you like best?
I liked that it accurately converted the data for import into QuickBooks.
What do you dislike?
The user interface was a little clunky. Everything is there and functional, just not necessarily ergonomic.
What business problems are you solving with the product? What benefits have you realized?
I have to interchange a lot of data at times for various clients. I'm not a regular user of the software, but it's great to have when I need it.
Great source for converting CSV to QBO!
CSV2QBO
Brian Barnes (Communications Supervisor / Police Academy Instructor), CALIFORNIA CLETS USERS GROUP, ccug.org
What do you like best?
It's an easy format, the user interface was easy to navigate, and the conversion was perfect!
What do you dislike?
Not much to dislike! The options were great for the value.
What business problems are you solving with the product? What benefits have you realized?
Online bank doesn't provide a QBO formatted document. This was easy to use and convert the CSV file.
Helpful and easy to use
CSV2QBO
Alan Yang (Controller), tempCFO, Inc., www.tempcfo.com
What do you like best?
Saves time on tedious coding when clients give us CSV files only.
What do you dislike?
Nothing to really dislike about the product. Works as advertised.
What business problems are you solving with the product? What benefits have you realized?
We've saved on billable time, thus can expand our reach to more clients.
Easy and efficient
CSV2QBO
Stone Scott (Physician), Scott Stone, M.D., www.texasoncology.com
What do you like best?
Ease of use, ease of implementation, ease of finding programs.
What do you dislike?
Nothing, everything went fine. The files I needed translated on the first try.
Recommendations to others considering the product
Get a complete library of programs.
What business problems are you solving with the product? What benefits have you realized?
Cross platform data sharing.
Amex transaction upload into QB
CSV2QBO
Jennifer Yorke (Staff Accountant), Recovery Ways, www.recoveryways.com
What do you like best?
This product makes converting our AMEX activity files into a readable. QBO file very easy.
What do you dislike?
I do not feel there are any expectations that this product doesn't provide.
What business problems are you solving with the product? What benefits have you realized?
None
Good software
CSV2QBO
Judy Moncrief (Owner), Judy E Moncrief, CPA, LLC, judyemoncriefcpa.com
What do you like best?
Easy to use and convert CSV files to QuickBooks files.
What do you dislike?
I do not have any complaints about the software.
What business problems are you solving with the product? What benefits have you realized?
Downloading transactions from online banking products to QuickBooks
CSV2QBO
CSV2QBO
User in Higher Education
What do you like best?
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?
Was a little concerned about the price initially but after purchasing I felt like it was money well spent.
What business problems are you solving with the product? What benefits have you realized?
It allows me to not have to pay the monthly fee to import transactions from the bank to QuickBooks.
Essential
CSV2QBO
User in Photography
What do you like best?
I like that I can convert CSV files to something QuickBooks Pro can read
What do you dislike?
The interface could be a little better. It takes some time to understand.
Recommendations to others considering the product
Essential if you are a QuickBooks Pro user.
What business problems are you solving with the product? What benefits have you realized?
It really speeds up entering transactions in QuickBooks Pro.
It was actually a very simple program to use...
CSV2QBO
User in Airlines/Aviation
What do you like best?
The conversion of files. It was a simple step that processed the request instantly
What do you dislike?
Having to look for the downloaded file. Thought it would of been auto populated
Recommendations to others considering the product
No real recommendations
What business problems are you solving with the product? What benefits have you realized?
Utilizing it for accounting and billing with Quicken and QuickBooks.
Accountants use of CVS2QBO
CSV2QBO
Consultant in Accounting
What do you like best?
Easy functionality to input records directly into QuickBooks
What do you dislike?
Nothing as the software is easy to use.
What business problems are you solving with the product? What benefits have you realized?
Adding substantial number of additional transactions into QuickBooks from a spreadsheet directly into QuickBooks. Benefits are significant savings of time and labor costs.
Worked Perfectly-Saved Weeks of Work
CSV2QIF
Dan Green (President), The Green Internet Group, www.thegreeninternetgroup.com
What do you like best?
The application worked perfectly-I didn't even need to read the instructions. In about 20 minutes I was able to import a full year of account info from 4 different accounts, into Quicken. Being able to work back and forth from Quicken to Excel was very useful in planing and integration to business processes.
What do you dislike?
I'm entirely pleased. It does what it says it does, very well. I do not have any advice or suggestions for improvement.
Recommendations to others considering the product
Try it for free. There's no risk and the pricing is great. The time saved pays for the software in a single use. I can't imagine anyone with the need to convert files would not be happy with this.
What business problems are you solving with the product? What benefits have you realized?
Changing accounting software can be painful-this was not.
It saved me an incredible amount of time.
CSV2QIF
Peter Gordon (Partner), New York Financial Organizers, Inc., www.nyfo.nyc
What do you like best?
It worked. Also, the tech support was very good.
What do you dislike?
The interface is a little wonky. It could be designed better.
Recommendations to others considering the product
Huge time saver. Make sure you map your CSV properly.
What business problems are you solving with the product? What benefits have you realized?
Huge time saver. Allowed me to import data from bank and credit card downloads relatively easily.
Quick and easy solution to importing transactions into Quicken
CSV2QIF
Pamela Paulsen (Owner), NetBookkeeping, LLC, netbookkeeping.my-free.website
What do you like best?
How simple it was without even knowing the program and it WORKED!
What do you dislike?
Absolutely nothing. It was a client saving software purchase.
What business problems are you solving with the product? What benefits have you realized?
I offer personal bookkeeping services for individuals desiring to keep better financial records. I prefer to download directly from banks. However, many clients do not want to allow online access to their bank. So I tell them to download in excel format and I will import into Quicken. If this software wasn't available, I'd have to enter transactions manually. UGH!
Great product for those not wanting to use newer Quicken versions
CSV2QIF
User in Information Services
What do you like best?
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?
It was not exactly intuitive figuring out how to use it, but once I got the procedure down, it works beautifully every time.
What business problems are you solving with the product? What benefits have you realized?
Not upgrading to online Quicken.
Good program to convert information from CSV to QIF
CSV2QIF
User in Non-Profit Organization Management
What do you like best?
The ease of use once the parameters are set.
What do you dislike?
This is a great product. Easy to use and learn.
Recommendations to others considering the product
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 business problems are you solving with the product? What benefits have you realized?
It allows me to convert financial information into quicken quickly and easily.
CSV2QIF works
CSV2QIF
User in Computer Software
What do you like best?
It just works, simple to setup and run. perfect for my use.
What do you dislike?
For my use there is nothing it cannot do.
What business problems are you solving with the product? What benefits have you realized?
Baking info to my desktop checkbook.
Truly amazing
PDF2QBO
Tony Cooper (Owner/Chief Photographer), TLC Photography, www.tlcphotography.com
What do you like best?
It is almost seamless, and only needs a bare amount of information to get started. I was stunned at how accurate the information retrieval is and the clean output.
What do you dislike?
Startup was a bit awkward and it automatically tried to open a desktop version of QB, despite my using the online version.
Recommendations to others considering the product
It's simple and quick... and far less expensive that some of the "major converters" out there.
What business problems are you solving with the product? What benefits have you realized?
No problems to date. I had several years worth of digital statements to convert and it did them in record time. I did about ten in a sitting and each took less than a minute. I'm done!
Simply Great! Saved me hours and hours
PDF2QBO
User
What do you like best?
This is going to sound dumb but the fact it worked! I tried many other products before I found this and none actually did what they promised. Plus this was actually the cheapest one in the end. Wish I'd found it first.
What do you dislike?
The interface can be a little hard to get your head around but if you check the text file afterwards you can get peace of mind that's it's worked as expected.
Recommendations to others considering the product
Simply try it. You'll end up buying it.
What business problems are you solving with the product? What benefits have you realized?
Change in banking policy meant that when I wanted to export my past statements in to QBO I couldn't as the data wasn't available. I managed to get PDFs and extract the data required.
PDF2QBO is Great
PDF2QBO
Administrator in Package/Freight Delivery
What do you like best?
It quickly converts large amounts of data in seconds. You should still double check for errors because nothing is 100%. I had to convert 3 years worth of statements when our company transitioned to QB. It was a lifesaver and much cheaper than other alternatives.
What do you dislike?
I wish that it was perfect, but some of the dates didn't transfer. I was able to edit this, but overall I think it's a great product. I even told a rep at QuickBooks and he was excited to tell his clients about it.
What business problems are you solving with the product? What benefits have you realized?
It is a great way to quickly convert PDF documents to the QBO file that is required for QuickBooks. A lot of banking institutions don't save the files after a certain date, so this was a great benefit. You can import one or multiple documents simultaneously which is a huge plus.
Use it for quickbooks
PDF2QBO
Joe Homs (Realtor/Investor), H & M Realty Group, www.hmrealtysocal.com
What do you like best?
Converting the numbers from the PDF sheet.
What do you dislike?
Need to be careful not to pick credit values instead of debit.
Recommendations to others considering the product
None
What business problems are you solving with the product? What benefits have you realized?
Save time with input
Came in handy in a pinch
PDF2QBO
User in Law Practice
What do you like best?
I needed to convert files for my CPA and this software was very helpful
What do you dislike?
There was really nothing I disliked. The software was easy for me to use.
What business problems are you solving with the product? What benefits have you realized?
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.
Saved me lots of time
PDF2QBO
User in Arts and Crafts
What do you like best?
Ability to covert bank statements into quicken data.
What do you dislike?
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 the product
None
What business problems are you solving with the product? What benefits have you realized?
Getting data into quicken for my tax reporting.
Great Product. Easy to use.
PDF2QBO
User in Accounting
What do you like best?
Easy to use. Easy steps I like the program. Price is affordable.
What do you dislike?
Needs Better conversion of GJE. Mostly a good product.
Recommendations to others considering the product
A Good program to use. Price is good.
What business problems are you solving with the product? What benefits have you realized?
Exporting PDF statements into QuickBooks.
Saves time and much convenient!!
PDF2QBO
Administrator in Accounting
What do you like best?
Best app when your bank doesn't allow to go back further at some point to download transactions.
What do you dislike?
Trial only converts 10 transactions at a time.
Recommendations to others considering the product
None
What business problems are you solving with the product? What benefits have you realized?
Time saving.
CSV2IIF for credit cards
CSV2IIF
Janet Tongen (Accounting/Office Manager), American Conservation Experience, www.usaconservation.org
What do you like best?
Less time consuming than some of the other Programs out there for converting files to IIF for QuickBooks importing.Also much easier to set up on computer.
What do you dislike?
Multiple steps required- You first download your credit card statement , or fuel card statement (etc and so forth) into excel for review- then convert to CSV delimited- Then upload into CSV2IIF - then convert- then open iif file as an excel- clear the second "NAME" field- then you have to be in single user of QuickBooks before you can import.
Recommendations to others considering the product
Much easier than EZcredit Import.and other paid programs. Any IT tech can map your credit card, fuel card, etc statements from CSV for converting.
What business problems are you solving with the product? What benefits have you realized?
We have many different credit card accounts, and this program enables me to process with Intuits licensed " IIF file format.
Data processing into quickbooks made right
CSV2IIF
Eric Killian (Certified Public Accountant), Eric R. Killian CPA, LLC,
What do you like best?
We post hundreds of deposits into an excel sheet. By using CSV to IFF we can in one fell swoop post all of the deposits to QuickBooks. I estimate this saves us 10-15 hours of data entry per month. Not only does it save time but it also is easier to spot check work and so it reduces clerical errors significantly.
What do you dislike?
Nothing, great product and nothing to dislike.
What business problems are you solving with the product? What benefits have you realized?
It helps us to post deposits from an excel sheet.
Effective way to convert financial data between software
CSV2IIF
User in Market Research
What do you like best?
Cost effective, very customizable and flexible.
What do you dislike?
Somewhat difficult to match fields up.
What business problems are you solving with the product? What benefits have you realized?
Import spreadsheets to QuickBooks and Quicken.
Great product!!
CSV2IIF
Administrator in Entertainment
What do you like best?
Easy to use, and works exactly as advertised. When you need a specific file converted G2 has you covered.
What do you dislike?
Product is a little expensive for the casual user. Although this was the only product that performed flawlessly.
What business problems are you solving with the product? What benefits have you realized?
I need to convert some QuickBooks files ASAP. I tried other cheaper products that did not work properly.
Good product
CSV2IIF
Administrator
What do you like best?
Ease and price. It was easy to download and install.
What do you dislike?
Could have more features and be more intuitive.
What business problems are you solving with the product? What benefits have you realized?
Upload bank files to QuickBooks.
Superb product as part of a suite of superb products
Bank2QBO
Michael Hemmelgarn (Owner), MHA Tax & Consulting Service,
What do you like best?
Ease of use, intuitive interface, simple & straightforward, VERY cost effective. Support has been very good for me, always responsive and helpful. A joy to work with. Further, it is very important to note that when a customer buys the solo product, there is an upgrade option for a small additional amount for the entire suite of products. That has been the best way to go for me and my firm and is very much worth it. Clients also greatly appreciate the quick turnaround from when they provide their source info to our firm, with the ability to get them information far sooner than manual entry would permit or allow us to do. I recommend this product and company highly to my peers and colleagues on a regular basis.
What do you dislike?
IMHO, the only thing that this program could additionally offer would be some more options for more functionality. I would like to provide the programming staff with some suggestions about the interface as well, and look forward to doing that very soon.
Recommendations to others considering the product
I was in desperate need of something like this when first starting, & boy has it delivered. Try it - you'll like it!
What business problems are you solving with the product? What benefits have you realized?
Have solved huge backlog issues with Bank2QBO as well as PDF2QBO when clients get too far behind. I provide the conversion process as a value-added service. My firm has realized a great savings in time as well as confirmed accuracy. That's about it on the downside.
Excellent tool
Bank2QBO
Marcia Sweet (Principal), Marcia Sweet,
What do you like best?
This software works! It's simple yet powerful. Incredible time saver.
What do you dislike?
No complaints. I like everything the software does.
Recommendations to others considering the product
Get it.
What business problems are you solving with the product? What benefits have you realized?
It's a real time saver for me, which means my clients are saving money, too.
Does the job!
Bank2QBO
Consultant in Accounting
What do you like best?
It serves a single purpose of getting bank transaction files into the QuickBooks *.QBO format. It's quick and easy.
What do you dislike?
No complaints, it's built for a single purpose, and solves a singular problem for us.
What business problems are you solving with the product? What benefits have you realized?
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.
Bank2QBO is a life saver!!
Bank2QBO
User in Cosmetics
What do you like best?
Super easy interface, easy to check or uncheck items for download.
What do you dislike?
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 the product
If you need to extract data from multiple account statements then this is the right product for you.
What business problems are you solving with the product? What benefits have you realized?
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.
A huge help for bank transaction
Bank2QBO
User in Arts and Crafts
What do you like best?
Super easy to use! works great for downloading bank transactions then uploading to QuickBooks.
What do you dislike?
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 business problems are you solving with the product? What benefits have you realized?
Download bank transactions and translate so they load into QuickBooks.
Does the job
Bank2QBO
Administrator in Motion Pictures and Film
What do you like best?
Simple program that does everything I needed it to do.
What do you dislike?
GUI could have been nicer but not necessary.
What business problems are you solving with the product? What benefits have you realized?
I needed to import none business bank accounts into quickbooks.
CSV2OFX (CSV to OFX Converter)
CSV2OFX
Shanshan (Susan) Li (AR Accountant), Dolce Vita Footwear, www.dolcevita.com
What do you like best?
I really like this user friendly tool that help convert various data into the format we need, so we are able to utilize our auto match function from our cloudbase ERP system. And once a template is set up, you don't need to do the mapping again for future usage, unless anything changes.
What do you dislike?
Mapping function is a bit complicated for first time setting up, and it is not a visualize mapping tool. Sometimes this causes mapping errors since we are not able to pick the correct path. When I was using the converter, sometimes I was not able to figure out the final format data will be credits or debits, until the conversion is completed.
Recommendations to others considering the product
It will be better if the mapping screen has a split vision, so user can drag the fields for matching. Also, a preview screen with the converted file is very helpful. Moreover, if more formats it can convert, will be great!
What business problems are you solving with the product? What benefits have you realized?
We are able to utilize the CSV file after conversion since our cloudbase accounting system only accept certain formats for uploads and many other functions. And if a template has been setup and used once, you can find it from your history list easily, so it saves time when you need to use the same setting again and again. In addition, customization is easy for template setting, and you can change anytime once you find out a modification is needed.
Lifesaver for Accountants and Bookkeepers
CSV2OFX
Melissa Whaley (Owner), Melissa Whaley Tax Advisor, melissawhaley.com
What do you like best?
This program has made my life so much easier when helping my clients that use a specific accounting program that has issues reading csv files but imports OFX like a dream. I can quickly convert using this program and not have to wrestle with bank statment imports anymore.
What do you dislike?
Not the most beautiful interface, but it does the job which is more important.
Recommendations to others considering the product
Skip the "free" options online and just buy this program.
What business problems are you solving with the product? What benefits have you realized?
I need to convert CSV bank statements to be able to import into accounting software that reads OFX.
Great Program
CSV2OFX
Janice Loesch (President), Loesch Accounting Services, www.loeschaccting.com
What do you like best?
Was easy to convert bank files to the file type I needed.
What do you dislike?
There is nothing I found in the program that I disliked.
What business problems are you solving with the product? What benefits have you realized?
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.
Great app
CSV2OFX
User in Leisure, Travel & Tourism
What do you like best?
Easy to use, works great! Simple instructions.
What do you dislike?
Nothing - it is a great app. Anyone can use this.
What business problems are you solving with the product? What benefits have you realized?
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.
Use it privately to bring bank account data to accounting software.
CSV2OFX
Marc Esteve (Freelancer),
What do you like best?
Easy to use, does what it is expected to do without fancy but useless functions.
What do you dislike?
Haven't got to save templates so I don't need to do all settings again every time.
What business problems are you solving with the product? What benefits have you realized?
Use it privately to bring bank account data to accounting software.
Relieved to find this simple and perfect tool.
PDF2CSV
Benjamin Middleton (QC Document Controller), FT Services, www.ftsgroup.com
What do you like best?
Streamlined interface and functionality.
What do you dislike?
I am happy with this app, I don't think there is anything which I don't like.
Recommendations to others considering the product
I was shocked and frustrated to discover that converting PDFs which I downloaded from my bank to CSV was so difficult. I was further in utter disbelief as to how many programs failed to do this. It seems like it should be straightforward and very simple. I almost gave up on this and entered a lot of data in manually, but when I finally tried one more application (PDF2CSV) I was delighted to discover what I had been looking for the whole time. A simple app which does this (seemingly) simple task -- and perfectly.
What business problems are you solving with the product? What benefits have you realized?
I had a pile of bank and credit card statements in PDF format which I needed to be able to manipulate via Excel, and this allowed me to do that very simply.
PDF2CSV Worked as Expected
PDF2CSV
User in Entertainment
What do you like best?
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?
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 the product
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 business problems are you solving with the product? What benefits have you realized?
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!
Bank Statements to CSV
PDF2CSV
User in Media Production
What do you like best?
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?
It's better at some aspects of conversion than others.
What business problems are you solving with the product? What benefits have you realized?
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.
Very usefull tool
PDF2CSV
Consultant in Government Administration
What do you like best?
Easy to operate and best results at ease.
What do you dislike?
Nothing to dislike a very helpful tool.
What business problems are you solving with the product? What benefits have you realized?
Save time in converting bank statements or credit card statements to Excel.
Was great to sync files with QuickBooks
PDF2QFX
Cassie Rippberger (Studio Owner), The Barre Code, www.thebarrecode.com
What do you like best?
The ease of the use, just uploaded my bank statements and they were converted quickly. I like how easy it was to use as well, upload and convert, that's it!
What do you dislike?
Some line items were missing in the converted file so i had to go back in and add them.
Recommendations to others considering the product
Make sure there are no glitches, a few of my line items were left out.
What business problems are you solving with the product? What benefits have you realized?
My accounting is now seamless as I can use the statements to upload to QuickBooks and check all balances from there.
Great Converter!
PDF2QFX
User in Food & Beverages
What do you like best?
One of the things I like best about this converter is how easy it is to convert PDF files to QFX.
What do you dislike?
I use quite a few different PDF converters, and in most cases, a single PDF file has to be converted into 2-3 different formats for various reasons. With that, I find it a little tedious to be switching from one software to the other, every single time. It would have been great if all the PDF converts could have been in one software.
What business problems are you solving with the product? What benefits have you realized?
With this software, I've been able to convert various PDF files, easily & conveniently. Thus cutting down the time it would take using other software, as well as the time it would take if my team had to manually enter data into our system from a PDF file versus converting the PDF to a QFX which can now just be imported.
Does what it says...well
PDF2QFX
Internal Consultant in Telecommunications
What do you like best?
I had no problem resolving my problem. I should not have wasted my time trying to save a few bucks.
What do you dislike?
I had no problems with the software, after a cup of coffee. hit my brain.
What business problems are you solving with the product? What benefits have you realized?
Just needed to get data lost over time.. Worked well. I had the PDFs, but neglected to get the QFX downloads in time.
PDF2QFX (PDF to QFX Converter)
PDF2QFX
User in Fine Art
What do you like best?
Ease to use and I get the results that I want.
What do you dislike?
I have no dislikes that I can recall. Thanks.
What business problems are you solving with the product? What benefits have you realized?
Convert PDF's to QFX for import to Quicken.
Very useful program
QIF2CSV
Eric Mennier (Gérant), Internet Bordeaux (Micro Evolution), site-internet-bordeaux.net
What do you like best?
I use Microsoft Money since 16 years and this is the best program to export in XLS format.
What do you dislike?
The interface is minimalist.but it's sufficient.
Recommendations to others considering the product
Very useful and easy to use.
What business problems are you solving with the product? What benefits have you realized?
I realize my annual balance sheet.
Easy and straightforward
QIF2CSV
Rui Augusto (IT Manager), Ernesto Morgado, SA, www.emorgado.pt
What do you like best? You can quickly export the data to excel.
What do you dislike? Sometimes difficult do select time interval.
What business problems are you solving with the product? What benefits have you realized? QIF to excel.
Saves a lot of time
QIF2CSV
Adrian Dow (IT Administrator), Metzke+Allen Pty Ltd, www.metzkeallen.com.au
What do you like best?
Saves is a lot of time with our clients. Very easy to use and great value for money.
What do you dislike?
Nothing. It does exactly what it needs to do.
What business problems are you solving with the product? What benefits have you realized?
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.
Convert QIF to CSV
QIF2CSV
User in Computer Software
What do you like best?
Quicken is a walled silo if you need your data in a spreadsheet. QIF2CSV does the job as expected.
What do you dislike?
This program has no downside. However, the code may need a review. It can crash sometimes.
What business problems are you solving with the product? What benefits have you realized?
Simply allowed QIF data in other programs including Excel and Numbers.
This converter come in handy!
PDF2OFX
User in Food & Beverages
What do you like best?
I would definitely say the best thing I like about this converter is how easy to use it is.
What do you dislike?
I wouldn't say I have any dislikes about the converter.
What business problems are you solving with the product? What benefits have you realized?
I'm now able to convert my bank's PDF bank statement to an OFX file which can then be imported into the accounting software that I use. This has assisted in cutting down the data entry time it takes to manually enter the data into our software, as we couldn't import PDF files into our accounting system.
Darren's review
PDF2OFX
Sanghoon Lee (Accountant), Metrics Chartered Professional Accounting, www.getmetrics.ca
What do you like best?
The fact that it converts. :) It does it's job.
What do you dislike?
The fact that not convert scanned docs. :)
What business problems are you solving with the product? What benefits have you realized?
Do not need to convert manually with excel. :)
Great application!
QIF2QBO
Dawn Cole (President), Kerberos International, Inc., www.kerberosinc.com
What do you like best?
We have been using QIF2QBO for several years. This application works perfectly and saves us tons of time. Also, I have submitted a few questions to technical support which were answered very professionally within a day - usually the same day! The support is great. I strongly recommend QIF2QBO!
What do you dislike?
It took a few minutes to figure out how to use the application properly. But most of our learning curve was because we were new to QuickBooks at the time. There really isn't anything I dislike about this product.
What business problems are you solving with the product? What benefits have you realized?
QIF2QBO lets us pull in feeds from several financial organizations that do not offer a free QBO interface. This saves us money and tons of time! We love it!
No frills but it gets the job done
QIF2QBO
Carissa Daniels (Small Business Consultant),
What do you like best?
It converts the files which saves tons of time.
What do you dislike?
Transaction memos get truncated in a way that makes the transactions harder to identify. Also, you have to change the bank account info each time I think? It's not really clear. The interface isn't that friendly looking.
What business problems are you solving with the product? What benefits have you realized?
Converts files to allow them to load into QBO instead of Quicken.
Excellent software
QIF2QBO
Judy Moncrief (Owner), Judy E Moncrief, CPA, LLC, judyemoncriefcpa.com
What do you like best?
It is easy to use and affordable. Thanks.
What do you dislike?
I do not have any dislike of the software.
What business problems are you solving with the product? What benefits have you realized?
Downloading transaction from bank statements to QuickBooks.
A "Swiss Army Knife" for accounting/bookkeeping systems
OFX2CSV
User
What do you like best?
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?
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 the product
This is one of the more popular tools on the market.
What business problems are you solving with the product? What benefits have you realized?
Bringing in Excel data from my bank to Quicken 2017.
Great tool
OFX2CSV
Frank Wundheiler (CFO, VP of Finance, Financial Advisor, Interim CFO),
What do you like best?
Learning curve, flexibility, user friendly.
What do you dislike?
Few options to customize settings when importing files.
What business problems are you solving with the product? What benefits have you realized?
Bank and credit card reconciliations, plus specific financial databases generated by financial systems.
Great app!
OFX2QFX
User
What do you like best?
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?
I dislike nothing about the software. It works as advertised.
What business problems are you solving with the product? What benefits have you realized?
It saves me lots of time manually entering financial data from accounts I have in a foreign country, where date format, etc. is different.
Convenient Converter
PDF2QIF
User in Food & Beverages
What do you like best?
One of the things I like best about this converter is how quick & easy it is to convert PDF files to QIF.
What do you dislike?
I use quite a few different PDF converters, and in most cases, a single PDF file has to be converted into 2-3 different formats for various reasons. With that, I find it a little tedious to be switching from one software to the other, every single time. It would have been great if all the PDF converts could have been in one software.
What business problems are you solving with the product? What benefits have you realized?
With this software, I've been able to convert various PDF files, easily & conveniently. Thus cutting down the time it would take using other software, as well as the time it would take if my team had to manually enter data into our system from a PDF file versus converting the PDF to a QIF which can now just be imported.
From Capterra.com
Reviews were requested from our customers and posted on capterra.com
Exactly What is Needed
Greg Valladolid (Owner), Synergy 79 Studios LLC, www.synergy79.com
This program has been a necessity in running my business on a monthly basis for a number of years now. It has really made my financial workflow a breeze.
It works well. I just needed to figure out how to use it, it can be confusing to get the fields right
Jason Seibold (VP), SSOPA, www.ssopact.com
Ability to interface with quickbooks and avoid the need for individual bank policy. It solved my problem when my bank wanted to charge for this service.
Works as advertised
Grace Rogers (Bookkeeper), GrogersServices
Avoids having to manually enter data into Quick Books, saves lots of time. I use this software once a month to download data from a bank that doesn't allow direct connect into Quick Books. Works every time!
It was easy to use.
Elaine Pomfrey (Finance Director), Raam Raj Foundation, www.guidestar.org
The software was easy to use and easy to learn. I felt that tech support was available should I need it, but I did not need it.
Great product very easy to use!
Adam Spoolstra (Accounting consultant), Spoolstra Consulting LLC
Quickly and easily converts files for a very fair price, can convert multiple files in a short period of time, would highly recommend.
It has been a positive and useful experience
Victoria Jarvis (Staff Accountant), East Cooper Financial Services
I have found this software useful to a great extent with my bookkeeping clients that accounts do not support a standard QBO download option.
Comprehensive, cluttered, effective
David Edwards (Graduate Student), Oregon Health & Science University, www.ohsu.edu
It successfully helped me convert old banking statements to be uploaded into the Mint software program. It did exactly what it said it did.
This software is easy to use. In a couple of minutes I'm able to convert an excel file to a .qbo!
Monica Eschenberg (Owner), B. B. & K. Electric
It saves hours of time on data entry. I love this program and have been using it for several months now. In just minutes I can download banking transactions in Excel, open the file with this software, and in 1 click I convert to .qbo. I've never had any problems using this software. I now save hours on data entry.
Works as described. What Quickbooks should have included.
Andrew Meinhold (Owner), Meinhold Properties, www.meinholdproperties.com
Help reduce the time taken to input data. This software saves me time. I just wish QuickBooks had included this with their software in the first place.
Works easily to convert files to easily upload to QuickBooks
Danielle Guyear (Independent Bookkeeper), Self Employed
Ease of use, ability to import banking transactions easily in to Quickbooks. I use it to import PayPal transactions for reconciliation.
Works Great
Tasha Ramirez (Bookkeeper), Business Concepts, www.co.monterey.ca.us
I like that I can customize it to work best for me. Conversion to Quickbooks works great for those banks that aren't so great :)
Does what it says
Mark McKinney (Owner), 4 Strings and More LLC
The fact that the software did exactly the transformation I needed, as advertised, is what I like most.
This software saves time when dealing with Quick Books.
Michael Reid (Owner), TMR Computer Solutions
I like that the software is straight forward, it isn't complicated at all. Adding data to Quick Books is simple with this software.
The software works as promised and is pretty simple to use
Diane Kasterko (Owner), Endurance Business Services
That is saves me so much time from hand entering data from banks that don't offer free quickbooks transaction downloads.
Excellent software and has saved us a lot of time in accounting
Dipty Jardosh (Director of Operations), GC Logistics Inc, gclogisticsinc.com
TIME SAVING. Simple, time saving and easy to use software . Training and implementation in the office was simple. Staff members love it.
Perfect solution to fit my need.
Andy Emory (Owner), Suite Escapes Vacation Rentals, www.suiteescapesvacationrentals.com
It was the perfect solution to do exactly what I needed. Easy to figure out and fairly priced. It was the right tool for the job.
Such a helpful product!
Serena Lillie (Operations Manager), CBJ Foundations, LLC, www.cbjfoundationsllc.com
This software was easy to install and affordable for the service. It saves so much time once set up & familiar with how it works.
This utility was exactly what i needed to convert my bank statements to a QBO file
Pat Shea (Owner), Projekt P LLC, www.projektp.com
Ability to enter my bank statements into Quickbooks. Ease of use, it's plug and play. Virtually no thinking required. Fantastic.
I used it to import paypal into qb
SD Johnston (CEO), Sunny Dawn Johnston Productions, sunnydawnjohnston.com
That it imported it into Quickbooks. I didn't have to hand enter it all in and that helped me save time.
I had several csv files to convert into quickbooks. Once I got the layout figured out it was easy to
Carolyn Smithburger (Owner), Wallmark Service Co., LLC
Didn't have to enter data by hand. The conversion was instant - all I had to do is set the columns I wanted and the program did the rest.
Excellent
Mike Hu (Assistant), PCG
Great time saver makes my job much easier and saves me money having to pay a QBO fee to the bank every month.
Great program, unintuitive interface
Teya Brown (Staff Accountant), Peach Labs Inc., www.peachd.com
It has a lot of functionality and is much more useful than it might appear at first. I have not used a similar program in the past or even Quickbooks for that long so the experience was a little overwhelming at first, however I still continue to find functionalities that I did not know about.
It worked fine...
BR Walton (Director), JBL, www.jbl.com
It converted the files. It was simple and worked. There were no problems with software. I would suggest anyone who needs it should use it.
Cut my data transfer time immensely.
Ronald Douglass Sr. (Owner), Veron Limited
The software was very easy to use. I needed to transfer two years of transaction from an Enterprise version of Quickbooks to a more current and affordable Pro version of Quickbooks. Intuit does not support going backward in their hierarchy, so I was faced with tackling this task by hand. Discovery of your software allowed me to cut weeks of potential drudgery down to minutes.
Paypal to QuickBooks bank feeds
Daniel Berdal (Owner), DnK Photography, www.dnkphotography.com
I'm able to easily import PayPal transactions and manage them using QuickBooks bank feeds. Csv2QBO is easy to use, and was able to learn the program in just a few minutes.
This program saved me. It imported and converted easily.
Jerry Ball (Manager), J&Z Rentals, www.jandzdentalrental.com
It allowed me to my taxes quicker. Ease of use when matching fields. The conversion feature is fantastic. Just what I needed. I would recommend it to anyone.
Awesome! Saves our accounting firm precious time!
Rachel Byers (CPA/Partner), Byers, Byers, & Associates P.C. CPAs, www.byerscpa.com
It allows us to be more efficient and import transactions from banks that we normally wouldn't be able to import, saving us valuable time!
Really easy to work with. Do exactly what you're looking for.
Martin Paquette (CEO), Novad Medias, novadmedias.zendesk.com
I succesfully translate all my CSV files to QBO and been able to update my Quickbook account that was 1 year late in data ! It will easily set the right columns of your CSV file to the QBO file. I had tons of CSV files to translate in QBO files it works very well. No hassle at the end to make it work.
Very helpful for Quickbooks Desktop
Sarah Dinges (Certified Public Accountant), Stonecreek Accounting LLC, stonecreekaccounting.com
This software is essential for importing bank info into Quickbooks Desktop. My clients don't like to pay extra to link bank accounts, so if I'm stuck with them in Quickbooks Desktop I often lack options for uploading data. Some banks only offer CSV format. This software works like a charm. It's a one time cost for the program unless you need it on more computers. I don't make a habit of downloading software from random providers on the internet - but this one is great. There's nothing weird about it - easy to use, no bloat, and the provider has gradually upgraded this program.
Made uploading non-compatible bank statements so easy to import.
Amanda Kendall (Enrolled Agent), True Resolve Tax Professionals, trueresolvetax.com
The ease of use and not a huge learning curve so can start using right away. Was able to install and get right to work.
A Timesaver!!
Michelle Avitia (Accounting manager), Premrock, www.premrock.com
I love that it has so many different transfer options for use with quickbooks; I am able to transfer my credit card transactions with little to no issues.
I am a Quickbooks Pro Advisor, and for banks that do not offer QBO transfers, this is awesome!
Linda Florence (QB ProAdvisor), Schiller & Florence, CPAs, www.schillerflorence.com
Makes manual input automated. Super easy to use. The matching took a me a few minutes to grasp, but the software does a great job!
I have used the entire suite of CSV2 tools for several years and in every case, had an A+ experience
Ray Zaleski (Owner), Rlr marketing, LLC
Time saved, I can't count the number of hours of manual data entry that the software suite has saved me. The ability to convert any CSV or other excel file to the particular financial product file type that I need at the moment with the confidence that it will work - even when the original software developer says that our software can't do that. (Especially that software that often isn't the "Quickest" way to do the job).
Self explanatory and easy to use
Tiare Rush (project manager), Joven's Construction Service, Inc., www.jovensconstruction.com
I liked that the instructions were through. It was all very self explanatory and easy to use. I did not need to contact CS for help.
Worked great for what I needed.
Justin Wilson (Partner), JWKW Enterprise
Time saving. Was able to convert CVS files for me to import directly into QB saving me hours of time. Definitely worth it.
Great software and does what I need.
Sam Bickhart (Owner), Absolute Home Improvements
Converts any Excel file so I can import to Quickbooks. This process couldn't have been any easier. Great all around software.
Very Helpful software, easy to convert and use on Quickbooks
Carlos Rey (Accounting Manager), New Cbs, LLC, centurybusiness.net
It makes our work easier, when you don't have the qbo file from the bank, but can get a xls or csv file. I really like that you can save a different mapping for each bank that you have to work with, making very easy if you have to work with different clients.
I was struggling to prepare information for my accountant in Quickbooks format but CSV2QBO did it.
Conor Maguire (IT Manager), Ireland Maps and Guides
Time saving preparation for tax returns. I found CSV2QBO to be a very useful software tool. It made converting bank records into QBO format so easy and saved me a lot of time.
Worked just as advertised. Have had no issues with the software.
Jonathan Brobst (President), Yellow Brick Property Solutions Inc., ybproperties.com
Saving labor hours and money over plugging bank data into Quickbooks. My bank does not offer the QBO file. The ability to save labor time using this software verses manually plugging in all bank data. Overall money savings to purchase the software and use instead of paying book keeper to manually transfer data into Quickbooks.
Saves countless hours, minimizes risk of errors.
Amy Walker (Founder), Amy Walker CPA, LLC, www.amywalkercpa.com
Ease of use. The newest version is even more intuitive than the first. This product saves hours of having to manually input transactions, especially since QBO doesn't have a batch input screen. For clean up jobs this app is a must!
Very helpful for importing mass transactions into Quickbooks.
Nestor Nunez (Operations Manager), Tarim Consulting, tarimconsulting.com
Mass importation of transactions, time savings, convenience. CSV2QBO greatly facilitates entering a large number of transactions into Quickbooks without having resort to manual entry if the transactions are available in .csv, but not in .qbo format. E.g. for credit card or bank transactions.
Needed to convert a few bank statements when we started using quickbooks. Easy to use and hassle free
Elizabeth Kline (Office manager), Intracoastal Turf professionals, LLC
The software was easy to use and gave me exactly what I needed. No frills but a good value for the money.
This software gets the job done!
Charles Bell (Project manager), Siege Engine Inc, www.siegeengine.com
We saved a few dozen hours of work typing in several thousand accounting transactions. Now we download the table and then import. Total working time is about 15 minutes end to end. This software is a no-brainer. We had thousands of lines of transactions to get into Quickbooks and this did the job in minutes! Once you get the settings dialed in each additional job only takes a few minutes.
Saved time by not having to input QB check register details manually.
Eric Marvel (Owner), WiFiHandyman.com, www.wifihandyman.com
Easy to install, Easy to learn, bug free, Saves time from doing manual input. My bank started doing QBO conversion for me online, so I no longer use this software, but It saved me a ton of time while I needed it and I would use it again if required."
Awesome Tool for Bad Banks
Johnaca Kelley (Accountant), Strategic Tax & Accounting, strategictaxllc.com
Major time saver, eliminates manual entry with banks that are not compatible with QuickBooks. This software is so easy and solves the issue with any bank that can only download to .csv format. Just save from the bank, open in this software and push a button to convert - EASY!
Very easy to use, made it very easy to switch between an older accounting software and Quickbooks.
Dan Cae (CEO), MultiTEL
Ability to convert between various formats, ability to define header of columns, and data to exclude from export.
Great tool that isn't available anywhere else. Allowed me to easily import my bank files.
Mario Martinez (Administrator), La Misericordia Home Care
The CSV2QBO tool allowed me to quickly and easily import some bank files I had been trying to reconcile for a while. I had tried many other options including attempting to write a script that could achieve this task. Needless to say I was unsuccessful. However, I don't regret making this purchase as it has made my life a lot easier.
Accounting Suite Review
John Phillips (Owner), Phillips Metal Works, phillipsmetalworks.com
Very intuitive and easy to use. The conversion. Is fast and I had zero issues with the translation. I used it to convert a years worth of business and personal accounts this tax season. This was truly a life saver.
Excellent
Jeffrey Brady (Owner), First Road Merch, firstroadmerch.adkmerch.com
It made creating artwork for screen printing easier. It was quick and easy to use. I liked that I could access this from my browser without any hassle. It did what it was suppose to.
Awesome Product
Dave Watkins (Self), FeedYak, corp.feedyak.com
Easy to use and just in time. Makes up for Quickbooks deficiencies. I needed a tool that I could use to import information into Quickbooks based on anything the bank could give me. As you know the integration with Quickbooks and my bank is not consistent and challenging. When you download the files from the bank you can use the tool to automatically import the information.
This software is AMAZING!
Lisa Norris (Owner/Accountant), Spokane Elite Bookkeeping, www.spokanebooks.com
I have multiple bookkeeping clients that I have used this software for. Most banks won't allow you to pull downloadable transactions farther than 18 months in the past. I have, however been able to get IT departments to send me Excel spreadsheets that far back. I have used this software to create QuickBooks importable files for 4+ years of transactions. It has saved my clients tons in my billable time and has saved me numerous hours of data entry type bookkeeping. I simply LOVE it!
The overall experience was great. Product met its objective.
Rajender Razdan (Manager), Michigan Technical Services Inc
Saved a lot of my time to upload my bank transactions. Product is very easy to use . The QuickBooks file is created with a few simple clicks. Saved a lot of time to upload the bank transactions to Quickbooks.
It was easy to use and it did exactly what I needed!
Parth Patel (Business Owner), F G
Time saving. Quickbooks forces you to buy their add on to automatically input older data. AMEX will only allow you to download older data in CSV format and if you need to go back and reconcile older statements, you would be out of luck and left to input everything manually if it wasn't for this software. It is a HUGE timesaver and REALLY helpful. It did exactly what I needed and definitely worth the money.
CSV2QBO was the answer to allowing me to download our credit card statement into Quickbooks.
Jen Banks (Office Manager), Tahoe Spirits
We appreciate the ability to download hundreds of transactions monthly into QuickBooks instead of having to manually enter the transactions. Thank you! Some credit card/banks do not have the ability to download transactions into QuickBooks or some offer that function for an exorbitant price and complicated method. CSV2QBO offers that function at a reasonable annual price. It paid for itself in less than one month for our company.
This simple software saved us HUNDREDS of hours and worked beautifully!
Norma Henson (Accountant), American Veterans Initiative
This software starts with an intuitive interface. It's easy to use and reliably achieved the desired results with no errors.
Useful and accomplishes my needs.
Jordyn Bott (Staff Accountant), Get Air Management, getairsports.com
My needs are accomplished, and I'm able to convert CSV Excel sheets to Web Connect files more easily. CSV2QBO took a bit of tweaking to get the format right, but has worked great ever since. I'm really grateful for the ease of this software. Otherwise I would be using a lot more of my time to manually entering a lot of transactions.
CSV2QBO allowed me to efficiently get the transactions I needed into my client's books and save time
David Hall (Owner), David Lee Hall Accounting
The software is VERY easy to use and was an essential component of closing the year for my client without which I would have been left waiting for him to contact the bank to get the automatic link set back up.
This has been an excellent software for QB clients who's bank does not convert to QBO!
Chandra Shelby (Certified Public Accountant), Chandra D Shelby CPA PC, www.shelby-cpa.com
Saved much time converting CVS to QBO instead of me having to enter each transaction into QB. Very easy to use, works great for 99% of all applications I have needed conversion. Haven't had any real issues except trying convert from Paypal, but it is a Paypal issue, not the conversion software.
I've really enjoyed using this app. It saved me tons of time in converting my transactions.
Bryce Wagg (CEO), HapticMotonco, hapticmotionco.com
It saves me a lot of time! Opening multiple documents allows me to really easily convert everything into Quickbooks compatible documents.
A valuable asset that is easy to use!
Carrie Sutherland (Independent bookkeeper), Carrie Sutherland Consulting
The software is easy to purchase, install and use. I was able to get the hang of it within a few minutes and can repeat the process when I use it each month.
Not the easiest software but it saves a lot of time!
Juston Smithers (CTO and Treasurer), 44 Energy Technologies, www.44energytech.com
The ability to transfer Expensify transactions into Quickbooks for Mac. It's not perfect, but it cuts out a lot of work. It fills a gap between Expensify and Quickbooks for Mac that no one else has addressed. It is quite flexible but it is not a totally seamless. The software is flexible.
Worked great for me!
Karan Wiman (Accountant), Family Fitness
Makes it easier to download transactions, was super easy to download, had to download almost a whole year of transactions.
Good tool Does what it says it does
Joshua White (Owner), Swiss Haus Bakery
Got everything into QuickBooks quickly when my bank lost my data. Great as a back up or if you can only download your data in Excel.
It doesn't take long to learn. I was up and running within ten minutes. It is a great solution.
James Carlin (Owner), Wren Dental USA, www.wrendentalusa.com
Easy transfer of transactions from bank to software. I like that it isn't complicated. It is a great solution when your bank doesn't have the option to download a .qbo file. It will convert a .csv file you download from your bank in just a few seconds and it imports into QuickBooks easily.
Simple easy to use tool for converting.
Heather Fairbairn (Owner), Lakeland Veterinary Hospital, lakelandvethospital.com
I can get my data into QB. The interface is easy to use. Allows me to convert my raw file from my bank and format it for input into QB.
Awesome service, I struggled with converting a CSV for almost a month before this!
Shaylee Field (CFO), Data Nerds, datanerds.com
Easy - SO EASY! All you need to do is upload, click a button and you're good to go. I can't tell you how many hours I spent on this before finding CSV2QBO and finishing what I needed within minutes.