Sitejabber 130+ reviews
Below reviews were posted on website like G2.com (G2Crowd) and Capterra.com.
100+ Reviews were requested from our customers and posted on G2.com
Anne deLain W. Clark (Owner), Stanhope & Clark, www.stanhopeandclark.com
Being able to convert downloaded financial data into an importable format for Quicken!
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.
Be able to understand database systems and how to look at parsed data so that you can control the parsing to your greatest benefit
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!
Rich Carey (Business Development Sales Representative), Interior Fusion, LLC, www.ifsdv.com
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
Some accounts you need to ensure the + or - is being used. Could provide a better looking interface.
Give it a test drive, ask for help if needed. It's worth it saving you time and money.
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.
Shannon Broad-Stephens (Business Systems Analyst II), BlueCross BlueShield of South Carolina, www.southcarolinablues.com
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.
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.
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.
George Mabry (DB2 DBA Mainframe), IBM, www.ibm.com
Saving my setups for each individual conversion task.
I did not find any issues with this product and therefore no dislikes.
Best product on the market I could Find
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.
User in Machinery
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.
I wish I had a direct connection to quicken.
This is for Personal Use with quicken 2017. It eliminate the manual enter of transaction into the Quicken Software.
User in Computer Software
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.
There wasn't anything that I disliked about this product it did exactly what I needed it to do.
Good product stable and easy to use and install.
Helped me load financial data quickly from older formats into quicken.
User in Music
The default settings worked perfectly for my needs.
The only think that I dislike is that I have to use conversion software in the first place. I really recommend this application.
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.
Lynn Schultz (Healthcare Technical Consultant), Health Systems Informatics - HSi, www.hsi-corp.com
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.
It's a two step process to get my files together.
To pull files from my bank in order to load them into Quicken I needed this conversion tool.
User in Management Consulting
Easy to use, does what it promises. Perfect companion for Quicken
I found nothing to dislike about the product, which works as expected.
Reformatting financial institution data to Quicken file exchange format to facilitate automated data entry.
Julie Ziegelman (Project Coordinator/Systems Support/Administrative Assistant), Momentum Consulting, www.momentumconsulting.com
It does what it's supposed to without having a bunch extra.
Nothing that I can remember to dislike.
I needed to get some old info into quickbooks and this did the trick.
User in Financial Services
This program cuts my processing time literally by 90%! I've used it for two straight years with great results!
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.
Buy it.
I use it for tax prep exclusively. It makes it much easier to download a spreadsheet and convert it to Quicken.
User in Sporting Goods
Converted the data I needed, from old banking files to quicken acceptable data.
It wasn't quite as simple as I had hoped, but figured it out in less than 30 minutes.
Banks only offer specific file types for historical banking data, and i needed to go further back to replace corrupt data in quicken.
Executive Sponsor in Semiconductors
Works as advertised reading CSB and loading it to quicken
Field mapping from CSV to Quicken isn't always straightforward
Some credit cards only offer 3 months of QFX history download
David W Barnett (Owner), Grand Arbor Advisors, www.davidwbarnett.com
I liked that it accurately converted the data for import into QuickBooks.
The user interface was a little clunky. Everything is there and functional, just not necessarily ergonomic.
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.
Brian Barnes (Communications Supervisor / Police Academy Instructor), CALIFORNIA CLETS USERS GROUP, ccug.org
It's an easy format, the user interface was easy to navigate, and the conversion was perfect!
Not much to dislike! The options were great for the value.
Online bank doesn't provide a QBO formatted document. This was easy to use and convert the CSV file.
Alan Yang (Controller), tempCFO, Inc., www.tempcfo.com
Saves time on tedious coding when clients give us CSV files only.
Nothing to really dislike about the product. Works as advertised.
We've saved on billable time, thus can expand our reach to more clients.
Stone Scott (Physician), Scott Stone, M.D., www.texasoncology.com
Ease of use, ease of implementation, ease of finding programs.
Nothing, everything went fine. The files I needed translated on the first try.
Get a complete library of programs.
Cross platform data sharing.
Jennifer Yorke (Staff Accountant), Recovery Ways, www.recoveryways.com
This product makes converting our AMEX activity files into a readable. QBO file very easy.
I do not feel there are any expectations that this product doesn't provide.
None
Judy Moncrief (Owner), Judy E Moncrief, CPA, LLC, judyemoncriefcpa.com
Easy to use and convert CSV files to QuickBooks files.
I do not have any complaints about the software.
Downloading transactions from online banking products to QuickBooks
User in Higher Education
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.
Was a little concerned about the price initially but after purchasing I felt like it was money well spent.
It allows me to not have to pay the monthly fee to import transactions from the bank to QuickBooks.
User in Photography
I like that I can convert CSV files to something QuickBooks Pro can read
The interface could be a little better. It takes some time to understand.
Essential if you are a QuickBooks Pro user.
It really speeds up entering transactions in QuickBooks Pro.
User in Airlines/Aviation
The conversion of files. It was a simple step that processed the request instantly
Having to look for the downloaded file. Thought it would of been auto populated
No real recommendations
Utilizing it for accounting and billing with Quicken and QuickBooks.
Consultant in Accounting
Easy functionality to input records directly into QuickBooks
Nothing as the software is easy to use.
Adding substantial number of additional transactions into QuickBooks from a spreadsheet directly into QuickBooks. Benefits are significant savings of time and labor costs.
Dan Green (President), The Green Internet Group, www.thegreeninternetgroup.com
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.
I'm entirely pleased. It does what it says it does, very well. I do not have any advice or suggestions for improvement.
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.
Changing accounting software can be painful-this was not.
Peter Gordon (Partner), New York Financial Organizers, Inc., www.nyfo.nyc
It worked. Also, the tech support was very good.
The interface is a little wonky. It could be designed better.
Huge time saver. Make sure you map your CSV properly.
Huge time saver. Allowed me to import data from bank and credit card downloads relatively easily.
Pamela Paulsen (Owner), NetBookkeeping, LLC, netbookkeeping.my-free.website
How simple it was without even knowing the program and it WORKED!
Absolutely nothing. It was a client saving software purchase.
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!
User in Information Services
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.
It was not exactly intuitive figuring out how to use it, but once I got the procedure down, it works beautifully every time.
Not upgrading to online Quicken.
User in Non-Profit Organization Management
The ease of use once the parameters are set.
This is a great product. Easy to use and learn.
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.
It allows me to convert financial information into quicken quickly and easily.
User in Computer Software
It just works, simple to setup and run. perfect for my use.
For my use there is nothing it cannot do.
Baking info to my desktop checkbook.
Tony Cooper (Owner/Chief Photographer), TLC Photography, www.tlcphotography.com
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.
Startup was a bit awkward and it automatically tried to open a desktop version of QB, despite my using the online version.
It's simple and quick... and far less expensive that some of the "major converters" out there.
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!
User
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.
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.
Simply try it. You'll end up buying it.
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.
Administrator in Package/Freight Delivery
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.
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.
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.
Joe Homs (Realtor/Investor), H & M Realty Group, www.hmrealtysocal.com
Converting the numbers from the PDF sheet.
Need to be careful not to pick credit values instead of debit.
None
Save time with input
User in Law Practice
I needed to convert files for my CPA and this software was very helpful
There was really nothing I disliked. The software was easy for me to use.
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.
User in Arts and Crafts
Ability to covert bank statements into quicken data.
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.
None
Getting data into quicken for my tax reporting.
User in Accounting
Easy to use. Easy steps I like the program. Price is affordable.
Needs Better conversion of GJE. Mostly a good product.
A Good program to use. Price is good.
Exporting PDF statements into QuickBooks.
Administrator in Accounting
Best app when your bank doesn't allow to go back further at some point to download transactions.
Trial only converts 10 transactions at a time.
None
Time saving.
Janet Tongen (Accounting/Office Manager), American Conservation Experience, www.usaconservation.org
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.
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.
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.
We have many different credit card accounts, and this program enables me to process with Intuits licensed " IIF file format.
Eric Killian (Certified Public Accountant), Eric R. Killian CPA, LLC,
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.
Nothing, great product and nothing to dislike.
It helps us to post deposits from an excel sheet.
User in Market Research
Cost effective, very customizable and flexible.
Somewhat difficult to match fields up.
Import spreadsheets to QuickBooks and Quicken.
Administrator in Entertainment
Easy to use, and works exactly as advertised. When you need a specific file converted G2 has you covered.
Product is a little expensive for the casual user. Although this was the only product that performed flawlessly.
I need to convert some QuickBooks files ASAP. I tried other cheaper products that did not work properly.
Administrator
Ease and price. It was easy to download and install.
Could have more features and be more intuitive.
Upload bank files to QuickBooks.
Michael Hemmelgarn (Owner), MHA Tax & Consulting Service,
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.
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.
I was in desperate need of something like this when first starting, & boy has it delivered. Try it - you'll like it!
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.
Marcia Sweet (Principal), Marcia Sweet,
This software works! It's simple yet powerful. Incredible time saver.
No complaints. I like everything the software does.
Get it.
It's a real time saver for me, which means my clients are saving money, too.
Consultant in Accounting
It serves a single purpose of getting bank transaction files into the QuickBooks *.QBO format. It's quick and easy.
No complaints, it's built for a single purpose, and solves a singular problem for us.
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.
User in Cosmetics
Super easy interface, easy to check or uncheck items for download.
The settings for account number and bank type could be more user friendly, but it is not to hard to figure out.
If you need to extract data from multiple account statements then this is the right product for 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.
User in Arts and Crafts
Super easy to use! works great for downloading bank transactions then uploading to QuickBooks.
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.
Download bank transactions and translate so they load into QuickBooks.
Administrator in Motion Pictures and Film
Simple program that does everything I needed it to do.
GUI could have been nicer but not necessary.
I needed to import none business bank accounts into quickbooks.
Shanshan (Susan) Li (AR Accountant), Dolce Vita Footwear, www.dolcevita.com
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.
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.
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!
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.
Melissa Whaley (Owner), Melissa Whaley Tax Advisor, melissawhaley.com
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.
Not the most beautiful interface, but it does the job which is more important.
Skip the "free" options online and just buy this program.
I need to convert CSV bank statements to be able to import into accounting software that reads OFX.
Janice Loesch (President), Loesch Accounting Services, www.loeschaccting.com
Was easy to convert bank files to the file type I needed.
There is nothing I found in the program that I disliked.
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.
User in Leisure, Travel & Tourism
Easy to use, works great! Simple instructions.
Nothing - it is a great app. Anyone can use this.
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.
Marc Esteve (Freelancer),
Easy to use, does what it is expected to do without fancy but useless functions.
Haven't got to save templates so I don't need to do all settings again every time.
Use it privately to bring bank account data to accounting software.
Benjamin Middleton (QC Document Controller), FT Services, www.ftsgroup.com
Streamlined interface and functionality.
I am happy with this app, I don't think there is anything which I don't like.
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.
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.
User in Entertainment
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.
The data was lumped together and I had to spend a lot of time cutting and pasting it to extract the necessary information.
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.
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!
User in Media Production
It is the only decent solution I have found for converting my PDF bank statements to CSV files I can then import into Excel.
It's better at some aspects of conversion than others.
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.
Consultant in Government Administration
Easy to operate and best results at ease.
Nothing to dislike a very helpful tool.
Save time in converting bank statements or credit card statements to Excel.
Cassie Rippberger (Studio Owner), The Barre Code, www.thebarrecode.com
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!
Some line items were missing in the converted file so i had to go back in and add them.
Make sure there are no glitches, a few of my line items were left out.
My accounting is now seamless as I can use the statements to upload to QuickBooks and check all balances from there.
User in Food & Beverages
One of the things I like best about this converter is how easy it is to convert PDF files to QFX.
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.
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.
Internal Consultant in Telecommunications
I had no problem resolving my problem. I should not have wasted my time trying to save a few bucks.
I had no problems with the software, after a cup of coffee. hit my brain.
Just needed to get data lost over time.. Worked well. I had the PDFs, but neglected to get the QFX downloads in time.
User in Fine Art
Ease to use and I get the results that I want.
I have no dislikes that I can recall. Thanks.
Convert PDF's to QFX for import to Quicken.
Eric Mennier (Gérant), Internet Bordeaux (Micro Evolution), site-internet-bordeaux.net
I use Microsoft Money since 16 years and this is the best program to export in XLS format.
The interface is minimalist.but it's sufficient.
Very useful and easy to use.
I realize my annual balance sheet.
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.
Adrian Dow (IT Administrator), Metzke+Allen Pty Ltd, www.metzkeallen.com.au
Saves is a lot of time with our clients. Very easy to use and great value for money.
Nothing. It does exactly what it needs to do.
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.
User in Computer Software
Quicken is a walled silo if you need your data in a spreadsheet. QIF2CSV does the job as expected.
This program has no downside. However, the code may need a review. It can crash sometimes.
Simply allowed QIF data in other programs including Excel and Numbers.
User in Food & Beverages
I would definitely say the best thing I like about this converter is how easy to use it is.
I wouldn't say I have any dislikes about the converter.
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.
Sanghoon Lee (Accountant), Metrics Chartered Professional Accounting, www.getmetrics.ca
The fact that it converts. :) It does it's job.
The fact that not convert scanned docs. :)
Do not need to convert manually with excel. :)
Dawn Cole (President), Kerberos International, Inc., www.kerberosinc.com
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!
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.
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!
Carissa Daniels (Small Business Consultant),
It converts the files which saves tons of time.
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.
Converts files to allow them to load into QBO instead of Quicken.
Judy Moncrief (Owner), Judy E Moncrief, CPA, LLC, judyemoncriefcpa.com
It is easy to use and affordable. Thanks.
I do not have any dislike of the software.
Downloading transaction from bank statements to QuickBooks.
User
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.
You may need to buy the suite to get all of the tools necessary for an import/export/conversion, instead of one tool.
This is one of the more popular tools on the market.
Bringing in Excel data from my bank to Quicken 2017.
Frank Wundheiler (CFO, VP of Finance, Financial Advisor, Interim CFO),
Learning curve, flexibility, user friendly.
Few options to customize settings when importing files.
Bank and credit card reconciliations, plus specific financial databases generated by financial systems.
User
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!
I dislike nothing about the software. It works as advertised.
It saves me lots of time manually entering financial data from accounts I have in a foreign country, where date format, etc. is different.
User in Food & Beverages
One of the things I like best about this converter is how quick & easy it is to convert PDF files to QIF.
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.
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.
Reviews were requested from our customers and posted on capterra.com
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.
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.
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!
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.
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.
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.
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.
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.
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.
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.
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 :)
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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!
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.
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.
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.
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.
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!
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).
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.
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.
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.
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.
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.
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.
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!
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.
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.
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.
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."
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!
Dan Cae (CEO), MultiTEL
Ability to convert between various formats, ability to define header of columns, and data to exclude from export.
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.
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.
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.
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.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.