Articles and updates on bank statement conversion, QBO imports, reconciliation and automation.
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Dext pricing in 2026: $25.21 a month for 250 documents, per client Practice plans with a 10 client minimum, and the 10 sheet bank statement extraction limit.
Read articleDocuClipper pricing in 2026: $20, $111 and $360 a month for 60, 640 and 2,000 pages. See cost per page, what counts as a page, and when a flat plan is cheaper.
Read articleCSV to QBO converters compared: what ProperSoft and MoneyThumb cost, why QuickBooks Desktop rejects CSV bank files, and how to convert CSV to QBO correctly.
Read articleTransaction Pro Importer pricing for 2026: real QuickBooks Online and Desktop plan costs, the 200 row limit, and how it compares with SaaSAnt.
Read articleQuickBooks statement of cash flows explained: where the report lives, the three sections, why it is accrual only, and why it will not match your bank balance.
Read articleQuickBooks reports explained: where reports live in QuickBooks Online and Desktop, the eight financial reports that matter, and how to save and export them.
Read articleChecks printing off center? Fine tune alignment in QuickBooks Online, coarse and fine align in Desktop, and the print scaling setting that causes most of it.
Read articleBill vs expense in QuickBooks: a bill is money you owe and posts to Accounts Payable, an expense is already paid. What breaks when you pick wrong, and the fix.
Read articleView journal entries in QuickBooks Online with the Journal report, filtered to Transaction type Journal Entry, plus how to find a journal entry in Desktop.
Read articleQuickBooks Desktop is not shutting down, but Intuit stopped selling most new subscriptions and retires each version's bank feeds and payroll after three years.
Read articleThe full QuickBooks expense categories list, what belongs in each one, how to add your own category, and why QuickBooks shows Categories in two places.
Read articleHow to import a chart of accounts into QuickBooks Online from a CSV or Excel file: the required columns, sub-account syntax, and every import error explained.
Read articleFix a beginning balance in QuickBooks Desktop that no longer matches. Use the Reconciliation Discrepancy, Previous Reconciliation and Audit Trail reports.
Read articleQuickBooks receipt capture reads receipts, not bank statements. What each tool does, where each one fails, and which your books actually need.
Read articleClass tracking splits your P and L by department, program or location. Plus and Advanced only, capped at 40 classes and locations combined on Plus.
Read articleMoney the owner lends the business is a liability, not income. Set up the loan account, record the deposit and repayments, and fix miscoded income.
Read articleRecord third-party payroll (Gusto, ADP, Paychex) in QuickBooks with a journal entry: gross wages, employer taxes, net pay, and matching the bank feed.
Read articleA chargeback reverses revenue you booked and pulls cash back out of your bank. How to record one in QuickBooks Online and Desktop, fee and sales tax too.
Read articleTo record a bounced customer check in QuickBooks, reverse the payment to reopen the invoice, take the amount back out of your bank, then post the NSF fee.
Read articleEstimated federal income tax is the owner's personal bill, not a company expense. Record it to owner's draw for pass-through owners and to expense for a C corp.
Read articleSales tax you collect in QuickBooks is a liability you owe the state, not income. Set up the Sales Tax Center, add tax to invoices, then record the payment.
Read articleAn EIDL or SBA loan is a liability, not income. Learn how to record loan proceeds, split each payment into principal and interest, and keep clean books.
Read articlePay a customer back with a Refund Receipt, check, or credit memo in QuickBooks Online. See which to use, how it hits income and sales tax, and how to match it.
Read articlePaying your credit card bill is a transfer, not an expense, in QuickBooks. Record it against the card liability so you never double count your spending.
Read articleWrite off bad debt in QuickBooks the right way. Use a bad debt expense account and a credit memo to clear an uncollectible invoice and keep your books accurate.
Read articleA vendor refund is not income. Learn how to record a supplier refund in QuickBooks Online with a bank deposit, a vendor credit, and a clean match.
Read articleAn owner's draw is not an expense in QuickBooks. Record it to an Owner's Draw equity account so it reduces equity and never touches your profit.
Read articleThe catch-up bookkeeping document checklist for QuickBooks: bank and credit card statements, loan and payroll records, tax returns, receipts, balances.
Read articleRecord a loan payment in QuickBooks by splitting it: principal reduces the loan liability, interest is an expense. Here is the correct setup and split.
Read articleBookkeeping for multiple businesses in QuickBooks means one company file per legal entity, not classes. Here is when to split and when to use classes.
Read articleFor one bookkeeper running monthly close.
USD
per month
per month
$288 charged today
Choose speed vs accuracy when extracting
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
For an accounting firm or finance team with steady volume. Adds QuickBooks .qbo export and bulk conversion.
USD
per month
per month
$888 charged today
Choose speed vs accuracy when extracting
| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
For lenders, audit firms and analysts running thousands of statements a month.
USD
per month
per month
$ charged today
Choose speed vs accuracy when extracting
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
