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