Is it free?
Yes for files up to 100 transactions: no sign-up, no watermark. Bigger files (multi-month catch-up work) use 1 credit from the same $9 / 5-credit pack as our PDF converter, and the preview is always free.
Is my file stored?
No. Files are processed in memory and deleted after 1 hour. We never use your data for AI training.
Can I try it without uploading my own file?
Yes. Click a sample button under the upload box. It opens a made-up export from a fictional bank in the same preview your own file gets, and every format is free to download, so you can test an import in a test or backup company file first. Don't import a sample into your real books.
Do I get an .xlsx file?
You get a CSV laid out for Excel: Date, Description, Amount and Balance, one transaction per row. Excel opens it directly with real dates and numbers; use File → Save As → Excel Workbook to keep it as .xlsx.
I meant exporting from QuickBooks Online to Excel. Is this that?
No. "QBO" also means QuickBooks Online, whose reports and lists export to Excel from the Export button on each report. This page converts a .qbo file, the Web Connect download your bank gives you for importing into QuickBooks.
Does it work with a credit card .QBO?
Yes. Card downloads are detected. Charges and fees come out negative; payments and credits positive. You can also choose Credit card as the account type in the preview.
Will the Balance column be filled in?
Yes when the .QBO carries a ledger balance we can use. Otherwise the Balance cells are blank and you reconcile against your statement.
Are the transaction IDs (FITID) kept?
No. A CSV has no standard column for them, so they are dropped. If you need them to stop duplicates in QuickBooks, import the original .QBO instead of the CSV.
Can I convert an OFX or QFX file the same way?
Yes. They are the same format underneath. The OFX / QFX to Excel converter takes .ofx, .qfx and .qbo files alike.
