Articles and updates on bank statement conversion, reconciliation and automation.
Short 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...
Read articleShort answer: Navy Federal does not give you a QBO file. Its account history download offers CSV, OFX, and QIF, and it reaches back only about 18 months. That leaves you three routes into QuickBooks:...
Read articleShort answer: KeyBank connects to QuickBooks, but only after you switch on third-party access in the KeyBank Security Center. Once that toggle is on, QuickBooks Online can link the account through Exp...
Read articleShort 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.
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