What impressed me the most is the support I got after I ran into some issues with getting the data formatted in the proper way to be successfully imported into Quicken once converted to QIF. What WF support also told me is that I could download a CSV file for 2019 and then maybe I could find a program to convert CSV to QIF. This presented a problem since I needed all of the data for 2019.
I purchased the CSV2QIF product after being told by Wells Fargo Online support that I could not download into Quicken for Mac 2007 any CC data older than 3 months. I have only been charged once for the software. I also found the software and user manuals easy to use. Bank) doesn't allow direct downloads of transactions into QuickBooks.
PROPERSOFT CSV2QFX HOW TO
For another, I was able to show their puzzled office manager how to reconcile five months faster because their evil bank (U.S. I recently helped one frantic client import 20 months of transactions so they could meet their 2018 tax deadline. I am waiting for my first Quicken client so I can buy that product version.
I quickly convert them into a format known as Web Connect that we can import into their QuickBooks Pro, Premier, Mac, Enterprise, and Online that I get for them at a discount. They send me their PDFs and other file formats downloaded from their bank, credit union, and credit cards. As an Advanced Certified QuickBooks ProAdvisor for Intuit's desktop and online software, I use affordable and reliable ProperSoft products to help my PC and Mac clients in "always sunny" Seattle import their banking transactions that are no longer available for download at their financial institution.
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