Last updated: June 14, 2026
CSVQBO ("we," "our," or "us") operates csvqbo.com, a service that converts CSV and Excel bank and credit-card statement exports into QBO (QuickBooks Web Connect) files for QuickBooks Online and Desktop. This Privacy Policy explains how we collect, use, and safeguard your information when you use the service.
We collect information that you provide directly to us, including:
We never ask for or collect your online banking credentials. CSVQBO does not log in to your bank. You export a CSV or Excel file from your bank or card provider yourself and upload it to us, so there are no bank usernames, passwords, or login tokens involved.
We use the information we collect to:
The statement files you upload, and the converted output we produce, are processed only to deliver the conversion you requested. We do not sell your transaction data, and we do not use the contents of your statements to build advertising profiles.
Uploaded files and their converted output are automatically deleted from our processing systems shortly after your conversion completes. Paid plans that include a conversion history retain the file metadata and, where the plan provides it, the converted output for the retention window stated on your plan, after which it is purged. You can delete files and history from your account at any time.
We use encryption in transit and appropriate technical and organizational measures to protect your information. No method of transmission or storage is completely secure, but we work to limit how long your statement data exists on our systems, which is the strongest protection of all.
We rely on a small number of vendors to run the service, such as a payment processor for billing and infrastructure providers for hosting. These vendors process data only as needed to provide their service to us. The service may also link to third-party sites whose privacy practices we do not control.
The service is not intended for use by children under the age of 13, and we do not knowingly collect personal information from children under 13.
We may update this Privacy Policy from time to time. We will post the new version on this page and update the "Last updated" date above.
If you have any questions about this Privacy Policy, please email us at team@csvqbo.com.
For the solo bookkeeper running a monthly close in QuickBooks.
USD / month
billed $288 yearly
For a firm or finance team converting across many clients and currencies.
USD / month
billed $888 yearly
For multi-bookkeeper firms managing many client books at scale.
USD / month
billed $2,988 yearly