I was skeptical about purchasing this… I was skeptical about purchasing this and I had months of data that had to be converted from PNC BANK bc it is not user friendly with Quicken when it goes past a certain number of months. This program was easy to use and was a time saver and LIFESAVER!!!!

Issues resolved in a very timely manner Issues resolved in a very timely manner Every time I send any issue including issues that need extraction of data from new format, the response has been remarkable.

Be very careful reading the positives Be very careful reading the positives. This software is horrible and the customer service is worse. I cancelled, but they claimed I updated my card! I most certainly did not, but they got it from a updater service that provides updated expired cards. I’m fine with updater services but subscriptions or important auto drafts etc, but not for a company I cancelled last year. Refuse to refund my money, apparently $100 is too important. Also, the software didn’t work… very complicated to convert a PDF that my new MacBook now does without software.

I've used other, similar products. I've used other, similar products. MoneyThumb's 2qbo Convert Pro with PDF+ is not only far less expensive but conspicuously more accurate, faster, and doesn't bog down other running programs. You don't need a bookkeeper if you use it. I'd give it ten stars if I could.

Their QfxToQbo software does NOT work… Their QfxToQbo software does NOT work as advertised. If the bank you are using does not pay for a QID with QuickBooks (such as US Bank), you will NOT be able to upload the QBO file that is created. Instead, you will get the following error: YOU are trying to upload the web connect file with an account type that QuickBooks does not support. Please contact your Financial Institution for details.