Articles and updates on bank statement conversion, reconciliation and automation.
Eastern Bank switches Direct Connect off on July 31, 2026. QuickBooks Online users move to Express Web Connect and keep an automatic feed. QuickBooks Desktop users do not: their only supported path is a manual Web Connect file. Here is exactly what to do, in what order, and how to keep the register clean through the switch.
Read articleMost major US banks keep about seven years of statement PDFs online, but the transaction download is a different number entirely: 18 months at U.S. Bank, 60 to 90 days on the Wells Fargo activity screen. That gap is why catch-up bookkeeping stalls. Here is the published figure for each big bank, with sources, and what to do about the years the download cannot reach.
Read articleDirect Connect is being retired bank by bank through 2026. Eastern Bank shuts it off July 31, 2026, and the Zions Bancorporation banks on October 30, 2026, with new enrollments closing April 30. Here is the published date by bank, why it is happening, and why QuickBooks Desktop users are the ones who get hurt.
Read articleDirect Connect is not always free. Comerica publishes $10.95 a month, M&T $9.95, Regions $14.95 to $19.95 after a 90-day trial, and U.S. Bank $3.95 for Quicken. Here is the published fee by bank, and what you can do instead.
Read articleComerica's published QuickBooks agreement lists $10.95 a month for small business accounts, and even paying it will not rebuild last year. Here is how to get Comerica transactions into QuickBooks from the statement you already have.
Read articleSchwab gives you a CSV and a PDF, and neither is what QuickBooks Desktop wants. There is no QBO download and no QFX. Here is how to get Schwab transactions into QuickBooks and Quicken anyway.
Read articleM&T prices its Quicken and QuickBooks connection at $9.95 a month, and even paying for it will not rebuild a prior year. Here is how to get M&T transactions into QuickBooks from the statements you already have.
Read articleCitizens does give you a QBO file, but only while the account is open and only for activity still visible online. Here is how to import Citizens transactions into QuickBooks, including the periods the download cannot reach.
Read articleEvery accounting package caps how much bank data you can upload at once, and almost none of them tell you before the import fails. Here are the real per-file limits, side by side, with the accepted formats and the batch sizes that actually work.
Read articleBank statements support a deduction but rarely replace a receipt on their own. Here is what the IRS accepts, the $75 rule, and how to build an audit-ready record.
Read articleCancel anytime from your account settings · refund policy
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