Articles and updates on bank statement conversion, reconciliation and automation.
Mercury 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.
Read articleShort answer: Fifth Third does not offer a free Web Connect QBO download, so getting its transactions into QuickBooks takes one of three routes. Connect the account so the QuickBooks Online feed pulls...
Read articleShort answer: Xero is more forgiving about the CSV you feed it, needing as few as two columns (date and amount), while QuickBooks Online accepts more file types out of the box, including .QBO, .QFX, ....
Read articleShort answer: QuickBooks Online is the easier of the two for bank statement imports. It reads a CSV in two simple layouts, now extracts a PDF statement with AI under a small size cap, and needs no add...
Read articleShort answer: Xero limits a CSV bank statement import to 1,000 statement lines per file. Bigger imports, such as invoices or contacts, are capped separately, and a CSV cannot exceed 100,000 rows in an...
Read articleShort answer: QuickBooks Online accepts up to 1,000 transactions per uploaded file, and the file itself must be 350 KB or smaller. Whichever limit you hit first is the one that stops the import. Accep...
Read articleShort answer: Bank transactions usually go missing in QuickBooks Online for one of four reasons: the bank feed only reaches back about 90 days on a new connection, so anything older never downloads; t...
Read articleShort answer: USAA gives you a CSV or an Excel file and nothing else. It retired the Quicken QFX and OFX downloads, and it has never published a QuickBooks Web Connect QBO. So there are three ways int...
Read articleShort answer: Ally does not give you a QBO file. Its transaction download offers CSV and Quicken QFX only, so you have three ways into QuickBooks: connect the account and let the QuickBooks Online fee...
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