Help center
Answers to the questions people ask most, from uploading your first statement to importing a QBO file.
Getting started
- Getting started: your first conversion
Create an account, upload a statement, review the reconciliation and export your first file.
- Supported files and limits
Which file types, sizes and page counts you can upload on each plan.
Converting
- Understanding reconciliation status
What Reconciled, Mismatch and Unverifiable mean and how to fix a mismatch.
- Using the review table
Edit transactions, add or delete rows, flip signs and update statement details.
- Tips for scanned statements and photos
How to get the best results from scans, faxes and phone photos.
- Dates look wrong (day and month swapped)
How date order is detected and how to fix swapped day/month dates.
Exporting & importing
- Which export format should I use?
A quick guide to Excel, CSV, QBO, OFX, QIF, QuickBooks CSV and Xero CSV.
- Importing a QBO file into QuickBooks
Step-by-step QBO import for QuickBooks Online and Desktop, plus common errors.
- Importing into Xero
Import Xero CSV or OFX files into a Xero bank account.
Account & billing
- Plans, pages and page packs
How pages are counted, when they reset and how page packs work.
- Change plan, update card or cancel
Use the billing portal to manage your subscription and invoices.
- Sign-in problems
Didn't receive the verification email, forgot your password or can't sign in with Google.
Security
- Deleting conversions and your account
How to delete individual conversions or your whole account and data.
- How your data is protected
Encryption, retention, access controls and AI processing.
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