Questions before converting
What can I try for free?
First 10 transactions of one file, once per new account after a successful conversion. Real preview and downloadable files; no payment card required. Failed processing does not consume the trial. A longer transaction file requires a fresh paid upload for the full output.
What does a credit buy?
One successful source file conversion. $9 buys 10 credits; $29 buys 50. One-time packs, no subscription or automatic renewal. Unused credits do not expire while the account exists. Repeat downloads of the same result are free for its original lifetime. Each new successful paid upload costs credits again.
When am I charged?
Only after extraction and all offered export formats have been generated successfully. Failed conversions spend no credits. An invoice batch spends one credit per PDF only if the whole batch succeeds. A usable but flagged result counts as a successful conversion; review your free trial and use the refund promise if dissatisfied.
How do refunds work?
Contact support within 7 days of any pack purchase if not satisfied for a full refund of that purchase, even if credits have been used. Include your order reference, not sensitive files. Your statutory rights are unaffected.
Where are my files processed?
Conversion runs on this server. Uploaded content is not sent to third-party conversion, OCR or AI services. Account email and payments use separate providers. Source files, previews and results are automatically deleted within 24 hours; delete a conversion sooner from its preview.
What are the limits?
15 MiB combined upload, 3,000 output transactions or line items, and ten processing attempts per account per hour. CSVQBO accepts one CSV or single-sheet XLSX with values, not formulas. OFXCSV accepts one bank/card OFX, QFX or QBO with up to 100 accounts; investments are unsupported. InvoiceXL accepts up to ten PDFs, one invoice per file and 20 pages per invoice; the trial accepts one PDF.
Who operates this service?
Zijian Xiao. This is an independent conversion tool for small businesses, bookkeepers and accountants in the US, UK, Canada and Australia. No bank, Intuit or Quicken affiliation is claimed.
Are currencies converted or transactions deduplicated?
No. Account and original-currency fields are retained as supplied. Never sum unlike currencies. Correction records are retained without applying them. Balance snapshots repeat on transaction rows as context; use the Accounts sheet and do not sum balances. CSV contains transactions only; XLSX also retains empty accounts and their balances.
Operated by Zijian Xiao.