Articles and updates on bank statement conversion, reconciliation and automation.
Amazon 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.
Read articlePayPal 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.
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