Articles and updates on bank statement conversion, reconciliation and automation.
Wise 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.
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...
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