ProperConvert

Is there a plan to support Investment Account Transaction conversion? I didn't have a chance to try while I had the trial access, but I am looking at the site and the specific transaction types it supports are deposit, check, payment, credit card charge, credit card payment, credit card refund.

create a tab or window that has the option to clear the payees for import with the options below: Remove words that are dates Remove words that are currency values Remove phone numbers Remove two letter state abbreviations Remove numbers that start with # Replace punctuation by spaces Remove special characters Remove numbers from words with letters Remove extra spaces Remove repeated words Remove numbers with fewer digits than Change Case No change Words or phrases to remove. Use ? and * as wildcards. word or phrase

It would be great if you would create the ability to sort the tables for the remapping tables. When the tables are large it is difficult to find duplicates to delete. Also, being able to add/delete lines would be great as well. Thank you

Chase is messing up their downloads and the biggest issue is the FITID which is 0. Older .QBO files had a unique FITID for each transaction. QuickBooks Pro 2021 won't import all transactions if all FITIDs are 0. I went into the QBO file and gave each FITID a unique number and it works. But that's a crude workaround for me.

QB 2020: Export QB Lists (IIF export) and use the exported names as a pick list for renaming: Name, Category, Investment. This greatly improves usability and minimizes transcribing errors. You can check for names without renaming rules and directly list and prompt for renaming rather than making the user add names to payee/r and category/r.

I have just started using a template in Excel for converting time sheet entries into QB Desktop using IIF files. I downloaded the template for free but it is cumbersome to use. Your app could make it so much easier. The template came from Hector Garcia here: https://qbkaccounting.com/timesheetiif/ On your IIF output tab one of your drop downs could be Timesheets.

Program needs a status bar. When loading a file, you have no idea what the software is doing.

Hey guys, I am a current user of your product - Bank-to-QBO. This product is extremely helpful. I even recommended the app to one of my accountant friend two months ago and she absolutely love it. On the tax accounting side, we desperately need some tools as well and I have a suggestion to make. I am trying to find an easy way to extract or convert sales of stocks/securities from a US-1099-B (brokerage) statement. This is an ongoing battle every year and it waste so much time converting the pdf to excel which is extremely messy and time-consuming. There are otehr alternatives like paying someone or a third-party to do it, but by the time we pay for the cost, we barely break-even on the tax project. If you guys can develop a tool as successful as the QBO tools, I could almost guarantee you will sell this software. I personally would be willing to help market this if you like because I think your guys have done an incredible job. Please let me know if you are willing to look into the possibility of a tool like this. Phil

Needs a search feature on mappings and in transactions.

In my bank file there is 'CHECK NUMBER= 11807' and this seems to be causing some issues with the renaming rules or doing anything to them. The software should replace equal signs on loading the file!