Articles and updates on bank statement conversion, reconciliation and automation.
Flagstar does not hand most retail accounts a QuickBooks Web Connect file or even a CSV, its online statements reach back about 24 months, and legacy NYCB and Signature records moved in the 2024 migration. Here is what each route into QuickBooks covers and how to load the history.
Read articleFirst Citizens does write a QuickBooks Web Connect file, but you download it from Commercial Advantage, and legacy CIT and Silicon Valley Bank statements add their own wrinkles. Here is what each route covers and how to load a full year or a closed account cleanly.
Read articleeBay never exports a QuickBooks Web Connect file, its official connectors work with QuickBooks Online only, and every payout lands net of final value and ad fees. Here is what each route into QuickBooks covers and how to make the deposit match your sales.
Read articleTruist runs a paid Direct Connect feed at $14.95 a month, and its online export reaches only about 18 months. For older months, legacy BB&T or SunTrust accounts, or to skip the fee, convert the PDF statement to a QBO and import it like a bank download.
Read articleSantander personal online banking downloads XLS, QIF, PDF, or TXT, none of which QuickBooks reads directly, and its live feed is one of the most reported broken connections in QuickBooks. The dependable route is converting the PDF statement to a QBO.
Read articleRegions gives you a free Web Connect (.qbo) download and a live bank feed, but both reach only what is still inside your online window. For older months, a closed account, or a clean full year, the dependable path is converting the PDF statement to QBO.
Read articleHuntington retail accounts get a QuickBooks feed and a Web Connect download, but commercial accounts that log in with a Company ID cannot connect a feed at all. For those, and for older or closed accounts, convert the PDF statement to a QBO and import it like a bank download.
Read articleTD Bank connects to QuickBooks, but the feed backfills only about 90 days and its downloads often stall on error 106. Here is what each route into QuickBooks reaches, how to get older history from the PDF, and how to import without duplicates.
Read articlePNC lets you pull only one month of activity at a time, its live feed backfills about 90 days, and Direct Connect carries a monthly fee. Here is what each route into QuickBooks reaches, how to get older history from the PDF, and how to import without duplicates.
Read articleCiti does not hand out a QBO file, its built-in download reaches only about 90 days, and the live feed drops transactions often enough that many bookkeepers do not trust it. Here is what each route into QuickBooks reaches, how to get older history from the PDF, and how to import without duplicates.
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