Articles and updates on bank statement conversion, reconciliation and automation.
Short answer: To reconcile a bank statement in QuickBooks Online, go to Settings (the gear icon) > Reconcile, choose the account, and enter the ending balance and ending date printed on your statem...
Read articleFrost Bank supports Direct Connect, so a live feed works. The limits are 18 months of Business Connect history, an intermittent QuickBooks Online connection, and no login for the bookkeeper. Here is how to import Frost transactions into QuickBooks, including the periods the feed does not reach.
Read articleBMO supports QuickBooks through an OAuth login and Web Connect, but the move to BMO Digital Banking dropped existing feeds and left the pre-migration history behind. Here is how to reconnect the current month, recover the months the new feed skipped, and keep the register clean.
Read articleFirst Horizon still offers Direct Connect, and offers it free, which is now unusual. The .QBO download is a different story: it is available only to BusinessConnect and TreasuryConnect clients whose administrator has granted the right entitlements. Here is how to import First Horizon transactions into QuickBooks on any of those paths, and what to do when none of them is open to you.
Read articleEastern Bank switches Direct Connect off on July 31, 2026. QuickBooks Online users move to Express Web Connect and keep an automatic feed. QuickBooks Desktop users do not: their only supported path is a manual Web Connect file. Here is exactly what to do, in what order, and how to keep the register clean through the switch.
Read articleMost major US banks keep about seven years of statement PDFs online, but the transaction download is a different number entirely: 18 months at U.S. Bank, 60 to 90 days on the Wells Fargo activity screen. That gap is why catch-up bookkeeping stalls. Here is the published figure for each big bank, with sources, and what to do about the years the download cannot reach.
Read articleDirect Connect is being retired bank by bank through 2026. Eastern Bank shuts it off July 31, 2026, and the Zions Bancorporation banks on October 30, 2026, with new enrollments closing April 30. Here is the published date by bank, why it is happening, and why QuickBooks Desktop users are the ones who get hurt.
Read articleDirect Connect is not always free. Comerica publishes $10.95 a month, M&T $9.95, Regions $14.95 to $19.95 after a 90-day trial, and U.S. Bank $3.95 for Quicken. Here is the published fee by bank, and what you can do instead.
Read articleComerica's published QuickBooks agreement lists $10.95 a month for small business accounts, and even paying it will not rebuild last year. Here is how to get Comerica transactions into QuickBooks from the statement you already have.
Read articleSchwab gives you a CSV and a PDF, and neither is what QuickBooks Desktop wants. There is no QBO download and no QFX. Here is how to get Schwab transactions into QuickBooks and Quicken anyway.
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