Frequently Asked Questions

Find answers about converting PDF bank statements to QuickBooks Online format. Can't find what you need? Contact our support team.

General

What is pdf-to-qbo.com?

pdf-to-qbo.com is an online tool that converts PDF bank statements and invoices into QBO (QuickBooks Online) format. Upload your PDF, and we extract the transaction data and generate a file you can import directly into QuickBooks.

Do I need to register?

No! You can try basic conversion without signing up. Create an account for more conversions per month, conversion history, batch processing, and other premium features.

Which banks are supported?

We support major US banks including Bank of America, Chase, Wells Fargo, and others. Support for additional banks is added regularly. If your bank isn't listed, contact us.

Conversion & Format

What file format do I get?

You get a QBO (or OFX) file that QuickBooks Online can import directly. No extra conversion steps needed — download and import into QuickBooks.

Can I convert invoices and receipts?

Yes. We support PDF bank statements, and we're expanding support for invoices and receipts. Check our features page for the latest supported formats.

How accurate is the conversion?

We use automated extraction to parse your PDF. We recommend reviewing the data before importing into QuickBooks, especially for the first few conversions. You can edit transactions in QuickBooks after import if needed.

Pricing & Plans

Is there a free plan?

Yes. The free plan includes a limited number of conversions per month. No credit card required. Upgrade to Pro or Enterprise for more conversions and batch processing.

Can I cancel anytime?

Yes. Cancel your subscription at any time from your account settings. Your account stays active until the end of the current billing period.

Do you offer refunds?

We offer a 30-day money-back guarantee. If you're not satisfied within the first 30 days, contact us for a full refund.

Security & Privacy

Is my data secure?

Yes. We use encryption and secure processing. Your PDF files are processed for conversion and are not stored permanently. We do not sell or share your financial data.

Do you store my PDF files?

Files are processed for conversion and then deleted. Pro users may have access to conversion history (metadata only, not the original PDFs) for re-downloading QBO files.

Still have questions?

Our support team is here to help. Get in touch and we'll respond within 24 hours.

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