Articles and updates on bank statement conversion, reconciliation and automation.
There are three ways to get US Bank transactions into QuickBooks: the live bank feed, a Web Connect (QBO) download, or converting the PDF statement. Here is when to use each.
Read articleQuickBooks Online caps each bank-transaction upload at 1,000 lines and 350 KB, whether the file is QBO, QFX, OFX, or CSV. Here is the exact limit and how to import more.
Read articleWhen your QuickBooks bank feed stops updating, the fastest recovery is to fix the connection or, if that fails, download the statement and import the transactions manually from a CSV. Here is how to do both.
Read articleQuickBooks does not give you a downloadable CSV template, so here are the two exact layouts it accepts, with example rows you can copy, plus the formatting rules that keep an import from failing.
Read articleQuickBooks Online now reads a PDF statement with AI, under a 350 KB cap, and it imports bank transactions from a CSV or Excel file in one of two exact column layouts. Here is every method, the format QuickBooks requires, and the errors that block most uploads.
Read articleQuickBooks Desktop cannot read a PDF or open a raw Excel file directly. It imports a QBO (Web Connect) file, an IIF file, or a mapped CSV. Here is how each method works, the exact column layout, and what to do when Desktop bank feeds stop working on an older version.
Read articleWhen you are months behind on the books, your bank statements are the system of record. Here is how to use them to catch up a year of bookkeeping in days, not weeks.
Read articleBank statements are how most self-employed filers rebuild a year of income and expenses at tax time. Here is how to organize them, convert the PDFs to a spreadsheet, and keep the records the IRS expects.
Read articleAlly Bank lets you download CSV, QFX and OFX. Here is how to export Ally transactions to Excel and convert older statement PDFs in one batch.
Read articleCitizens Bank lets you download CSV, OFX, QBO and QIF. Here is how to export Citizens transactions to Excel and convert older statement PDFs in one batch.
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