ProperConvert Trial: Limits Before You Buy

Short answer: the ProperConvert trial is the full application with one restriction: it writes only the first 10 transactions of any file you convert. ProperSoft's download page calls it "for testing only". That is enough to confirm the app opens your bank's PDF and maps the columns, and not enough to prove a whole statement ties out, that a scanned page reads correctly past page one, or that a year of catch-up work will import cleanly. If you need a complete .qbo today, the trial will not produce it. You can convert one full PDF statement in the browser and read every row on screen before you pay anyone.

What the ProperConvert trial actually includes

The download at propersoft.net is version 8, build 80089 at the time of writing, for Windows 10 and 11 and for macOS 10.13 through macOS 26. It is the same binary paying customers run. Nothing is hidden behind the paywall except the output: the exported file contains up to 10 transactions, whichever format you choose, QBO, IIF, QFX, QIF, OFX, CSV or Excel. There is no day limit, no watermark on the screen, and no credit card to enter. When you buy, ProperSoft emails a registration code and the same install unlocks.

ProperSoft's stated reason is sensible. Ten transactions show you whether the parser found the date, description and amount columns in your bank's layout, whether debits and credits landed on the correct side, and whether the account number and balance were picked up from the header. Those are the things that break first, and they break in the first ten rows if they break at all.

What 10 transactions cannot tell you

The problems that cost bookkeepers real time live further down the file, and a capped trial never reaches them.

Failure you are checking for	Where it shows up	Visible in a 10-row trial?
Closing balance does not tie out	Only after the last transaction is summed	No
Continuation page missed on a scanned statement	Page 2 or later	Rarely
Month-end interest, fee or reversal lines parsed wrong	Last few rows of the statement	No
Credit card payments and refunds with flipped signs	Scattered through the statement	Sometimes
Duplicate FITIDs across two statement periods	Second file imported into QuickBooks	No
Wrong column mapping on a new bank layout	Row 1	Yes
Account number and type detected	File header	Yes

The first five rows in that table are the ones that send you back to a statement with a calculator. The trial answers the last two. That is a fair trade for a vendor protecting a $19.99 a month product, but it means a bookkeeper deciding whether to put ProperConvert on three machines is deciding on a partial picture.

A test plan that fits inside the trial

If you are going to evaluate ProperConvert, spend the 10 rows deliberately. Pick the statement most likely to embarrass a parser, not the cleanest one.

Use a credit card statement, not a checking statement. Card statements mix charges, payments, credits and interest in one column and are where sign handling goes wrong. If the first ten rows include a payment and a refund and both land on the right side in the preview, the mapping is trustworthy.
Use a scanned or photographed PDF if you ever receive them. ProperConvert advertises support for scanned documents. Check that the first ten rows come through with correct dates and amounts, and look at how it handles a row where the scan is smudged.
Check the header, not just the rows. Confirm the account number, the account type (checking versus credit card, which changes the QBO file structure), and the statement dates were detected without you typing them.
Export to QBO and open the file in a text editor. Look for the BANKACCTFROM or CCACCTFROM block and ten STMTTRN entries with unique FITID values. QuickBooks uses FITID to suppress duplicates, so a converter that generates them from the row number rather than from the transaction data will cause problems when you import overlapping periods.
Import the 10-row file into a test company. QuickBooks Online: Transactions, Bank transactions, Upload from file. QuickBooks Desktop: File, Utilities, Import, Web Connect Files. This proves the file is structurally valid, which the app's own preview cannot.

That takes about twenty minutes and tells you everything the trial can tell you. What it leaves open is whether the remaining forty rows of the statement, and the eleven other months, come through the same way.

The licensing questions to settle before the trial ends

The trial is unlimited in time, so the pressure to decide comes from the work piling up rather than from a countdown. Before you enter a card, settle three things that the pricing page states plainly but people miss.

One user on one device. The $19.99 a month or $179.99 a year individual plan is licensed per user and per device. If you convert on a desktop at the office and a laptop at client sites, that is the Team plan at $49.98 a month or $449.97 a year, which covers three users or devices. The app added license deactivation and reactivation in late 2023, so you can move a single license between machines, but you cannot run it on two at once.

Legacy licenses. If you bought PDF2QBO, CSV2QBO or Bank2QBO from ProperSoft in earlier years, those products were folded into ProperConvert and the old product pages return a 404. Legacy licenses are handled inside the current app; check your entitlement before buying a new subscription you may not need.

The 14-day money-back guarantee. ProperSoft's wording is that if there is an issue with the software you purchased and you contact them within 14 days of the order, the issue will be fixed or you get 100 percent back. That is your real full-statement trial: buy, run the actual month, and ask for a refund if it fails. It is a reasonable policy, but it is a refund process, not a preview.

Full plan details, including the Team and Enterprise tiers, are on our ProperConvert pricing page, which we check against the vendor's site and date.

Running the full statement instead

The alternative to guessing from ten rows is to convert the whole statement somewhere that shows you the result before charging you. PDFQBO reads the full PDF, including scanned pages, and displays every extracted transaction with the opening and closing balance next to the converted total. The first statement each day needs no account; you see the complete table on screen. A free account gives three documents a month with a watermark on the downloaded file, and paid plans start at $49 a month for 50 documents, or $24.50 a month billed yearly, with QBO and IIF output.

That is a different trade than ProperConvert's. Your statement is processed on our server rather than on your machine, which some client agreements do not permit, and there is no QIF, OFX or CSV input; it is PDF in, QBO or IIF out. If your bank only offers a Quicken export, a dedicated QIF to QBO converter is the right tool and neither of these is. For a bookkeeper whose clients email PDFs, though, seeing the full converted statement before paying settles the question the trial cannot.

How the two evaluation paths compare

Question	ProperConvert trial	PDFQBO first statement
Rows you can see converted	10 per file	The whole statement
Closing balance check	Not possible in trial	Shown against the converted total
Install required	Yes, Windows or Mac	No
Where the file is processed	Your machine	Our server
Download of the result	Yes, capped at 10 rows	Result on screen; download with a free account (watermarked) or a plan
Time limit	None	One statement per day without an account
Price after the test	$19.99 a month per user and device	$49 a month for 50 documents, or $24.50 a month yearly

Is the ProperConvert trial enough to buy on?

For a solo bookkeeper with one clean bank layout and a single machine, yes. Ten rows plus the 14-day refund window covers the risk, and $19.99 a month for unlimited pages is a good price for steady volume. For a firm putting the app on several machines, or anyone whose statements are scanned, multi-account or a year behind, the trial leaves the expensive questions open. Run the real statement somewhere that shows all of it first, then decide which license, if any, you want to carry.

Related reading: which QuickBooks versions still accept a .qbo file at all is covered in PDF to QBO converter QuickBooks version support, and if your Desktop install has lost Web Connect, the PDF to IIF converter is the route that needs no Intuit sign-in. If you are weighing the other subscription converter, the MoneyThumb Online alternative page works its per-conversion pricing out per statement.