Articles and updates on bank statement conversion, reconciliation and automation.
PayPal offers a CSV, a tab file, a legacy IIF, and a Quicken QIF. It does not offer a QBO. Here is what each route into QuickBooks actually reaches, how far back it goes, and how to book the fees so your revenue is not understated all year.
Read articleWhether your card issuer gives you an importable QuickBooks file is not a detail, it decides your whole bookkeeping workflow. Chase still makes one. Discover stopped in 2022. Amex makes one but only for six statements. Here is what each major US issuer actually offers.
Read articleDiscover is the one major US card issuer that stopped producing an importable QuickBooks file altogether. It dropped Web Connect in September 2022 and replaced it with a live feed. Here is what still works, what does not, and how Desktop users get their Discover data in.
Read articleAmex has a working QuickBooks download, which makes the limit easy to miss: it only reaches your recent activity and the past six billing statements. Anything older, and every closed card, has to get in another way. Here is the full path for QuickBooks Online and Desktop.
Read articleWise connects to QuickBooks Online, but the authorization expires after 90 days, and when it lapses the feed stops without telling you. Reconnecting will not backfill what you missed. Here is how to import Wise transactions properly, including multiple currencies.
Read articleRelay's QuickBooks Online bank feed is one of the better ones in business banking. It also has two hard edges: it does not connect with QuickBooks Desktop, and the files Relay exports are PDF, CSV, and OFX, never a .QBO. Here is how to get Relay data into QuickBooks either way.
Read articleBluevine does integrate with QuickBooks Online, but the integration is mostly an accounts payable sync, not a replacement for your bank feed. And Bluevine can export your entire history while QuickBooks refuses to pull more than 90 days of it. Here is how that gap actually works.
Read articleConnect a bank to QuickBooks and you get 90 days, sometimes as little as 30. Reconnecting does not help, because the limit is Intuit's, not your bank's. Here is exactly what each connection type backfills, why the usual fixes fail, and the file path that does reach older periods.
Read articleMercury has one of the better QuickBooks integrations in business banking. It is also forward-only: it starts on the day you connect it, and QuickBooks itself will not pull anything older than 90 days. Here is how to import Mercury transactions into QuickBooks, and how to get the months before your connect date in.
Read articleBrex documents two hard limits in its own QuickBooks guide: transactions older than 90 days will not sync, and the integration is not supported on QuickBooks Desktop. Here is how to import Brex transactions into QuickBooks regardless, including the quarters the sync refuses to touch.
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