Articles and updates on bank statement conversion, reconciliation and automation.
Wells Fargo supports a QuickBooks (QBO) download, but only for recent activity, and closed accounts export nothing. Here is what each route into QuickBooks reaches, how to get older history from the PDF statements, and how to import without duplicates.
Read articleCapital One does not hand out a QBO file, its CSV reaches only about 90 days, and the live feed is a frequent source of missing transactions. Here is what each route into QuickBooks reaches, how to get older history from the PDF, and how to import without duplicates.
Read articleBank of America can hand QuickBooks a QBO file, but only for the activity its search still shows, which stops long before the seven years of PDF statements do. Here is what each route reaches, how to get older history, and how to import without duplicates.
Read articleChase offers a QBO download, but only for about the last 24 months and roughly 1,000 rows per file. Here is what each route into QuickBooks reaches, how to get older history from the PDF statements, and how to import without duplicates.
Read articleAmazon Seller Central exports tab-delimited flat files and CSV reports, never a QBO file, and the free connector does not break out the fees. Here is what each route into QuickBooks reaches and how to import a settlement the right way.
Read articleThe deposit in your bank is never your gross sales, and that gap is the single biggest source of wrong ecommerce books. Here is exactly what each platform deducts before it pays out, the arithmetic behind a payout, and how to book it so everything reconciles.
Read articleStripe exports CSV reports and a legacy IIF file that QuickBooks Online cannot open, and its connector reaches only about two years back. Here is what each route into QuickBooks covers, how to import older periods, and why the payout never equals your charges.
Read articleShopify exports CSV and PDF summaries, never a QBO file, and its QuickBooks app only reaches about a year back. Here is what each route into QuickBooks actually covers, how to import older periods, and why the deposit in your bank never equals your sales.
Read articleEvery payment platform sync into QuickBooks has a memory limit, and almost nobody finds out what theirs is until a cleanup stalls. This is the reference table: history reach, file formats, and Desktop support for PayPal, Square, Stripe, Shopify, and Venmo.
Read articleSquare exports CSV and nothing else, and its QuickBooks app reaches roughly 18 months back. Here is what each route into QuickBooks covers, how to get older periods in, and why the deposit in your bank will never equal the sales on your register.
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