Guides Early access

Your bank statement should import into QuickBooks
on the first try.

Designed to turn PDF or CSV statements from major US, Canadian and UK banks into a QBO/OFX (Web Connect) file that imports into QuickBooks — Online or Desktop. Upload, preview, fix, download — no desktop app to install.

🔒 Private beta — join the early-access list below. Free to preview, no signup to start.

You're early — and that's good news.

qbo·convert is in private beta. Join the list and you'll get 50% off when your invite lands. Tell us your bank and we'll prioritize it.

Occasional updates about your invite and early-access pricing. We only use your email for launch news — ask us to delete it anytime.

Planned coverage: major US, Canadian & UK banks — tell us yours in the form and we’ll prioritize it.

Built to import on the first try

Designed to handle the “INTU.BID” and “bank not authorized” errors — the ones that make other converters’ QBO files bounce.

Preview before you download

The plan: see every transaction and fix a wrong date, amount or sign before you export — not after QuickBooks rejects it.

No surprises

Clear pricing, one-click cancel, and a refund if it doesn’t work. No desktop install — built to work on Mac too.

How it works

Three steps — no desktop app to install.

1
Upload
Drop your PDF or CSV statement.
2
Preview & fix
Check the transactions, correct anything off.
3
Download & import
Get a clean QBO/OFX file for QuickBooks — Online or Desktop.

Frequently asked

Is my financial data safe?

During beta, the demo runs entirely in your browser — your file isn’t uploaded or stored. Final privacy details will be published before launch.

Which banks are supported?

We’re building support for major US, Canadian and UK banks first — tell us yours in the form and we’ll prioritize it.

Does it work with QuickBooks Desktop or Xero?

The QBO/OFX (Web Connect) format is designed to import into both QuickBooks Online and Desktop. IIF (Desktop) and CSV (Xero) export are planned next.

How is this different from MoneyThumb or DocuClipper?

No desktop install, transparent pricing you can cancel in one click, and files built to import cleanly the first time.