Articles and updates on bank statement conversion, QBO imports, reconciliation and automation.
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Record Stripe, Square, and PayPal deposits in QuickBooks as gross sales plus a separate processing fee, so revenue is accurate and the net payout still ties.
Read articleGive your bookkeeper bank statements for QuickBooks without sharing your online banking password: download the PDFs and let them convert each to a .qbo.
Read articleBank feeds vs manual file import in QuickBooks: which is more accurate, when to use each, how a bookkeeper decides, and where converted statements fit.
Read articleA practical QuickBooks Online cleanup checklist for onboarding a messy new client: chart of accounts, missing statements, reconciliation, and catch-up import.
Read articleOnly have a scanned or photographed bank statement? OCR reads each transaction, checks the total, and exports a QuickBooks .qbo file plus Excel and CSV.
Read articleYour bank statement PDF is password-protected? Open it with the password, save an unlocked copy, then convert that clean PDF to a QuickBooks .qbo file.
Read articleYour credit union only offers a Quicken (.QFX) download, not QuickBooks? Here is what that file is and how to get the transactions into QuickBooks reliably.
Read articleLost old bank statements? Pull them from bank archives, request older or closed-account copies, and rebuild the months no bank can still produce.
Read articleThe IRS period of limitations decides how long to keep business bank statements: 3 years in most cases, 6 or 7 in others. Plus how to archive them safely.
Read articleHow to import a foreign or multi-currency bank statement into QuickBooks Online: turn on multicurrency, set the account currency, convert the PDF to .qbo.
Read articleHow bookkeeping firms import client bank statements into QuickBooks Online without bank feed logins: the four routes compared, plus a catch-up workflow.
Read articleYour bank merged and the QuickBooks feed died. Here is what happens to the connection, how to reconnect without duplicates, and how to fill the missing months.
Read articleExpress Web Connect+ replaces stored bank passwords with an OAuth token you approve at your bank. Here is why QuickBooks makes you reconnect, and how to fix it.
Read articleYour personal login connects but the business account won't. Here is why credit unions split business banking and how to get transactions in anyway.
Read articleDirect Connect, Web Connect, and Express Web Connect bank feeds explained plainly, so you can pick the right way to get bank data into QuickBooks.
Read articleWhat QuickBooks bank feed errors 103, 105, 324 and 350 actually mean, plus the connection has been lost message, and how to fix each one for good.
Read articleBank2QBO and CSV2QBO are ProperSoft desktop tools that convert a file you already have into a QuickBooks .qbo. See what they cost and when a PDF beats them.
Read articleQFX is Quicken's file format, QBO is QuickBooks' Web Connect format. They are not interchangeable, which is why your bank's QFX won't import.
Read articleIf your credit union isn't on QuickBooks' connectable list, convert the PDF statement to a .qbo file and import it instead of chasing a feed.
Read articleHow a dealer records floor plan advances, curtailments, reconditioning, and vehicle sales in QuickBooks so inventory and gross profit stay accurate.
Read articleRecord the whole insurance roof job as one contract in QuickBooks, and post the ACV check, deductible, and depreciation release as payments on it.
Read articleLearn how to record interior design client deposits as unearned revenue and trade purchases as job cost or inventory in QuickBooks, with balanced entries.
Read articleHow an MSP records monthly recurring revenue, prepaid deferred revenue, and resold hardware and licenses in QuickBooks so that gross margin stays visible.
Read articleTrack optical lab job costs and lens inventory in QuickBooks: hold blanks as an asset, cost each work order, and release to COGS only when a job ships.
Read articleLearn how to record an orthodontic treatment contract in QuickBooks, from cash basis to deferred revenue, plus autodrafts, CareCredit, and insurance math.
Read articleRecord per visit and hourly home health revenue, bill the payer, post the later EFT to accounts receivable, and book the contractual allowance correctly.
Read articlePrepaid service plans are deferred revenue, a liability you recognize into income as each visit is delivered. Here is how to book it in QuickBooks.
Read articleDental lab cases in progress are work-in-process inventory, materials plus tech labor, that sits on the balance sheet until the case ships and invoices.
Read articleCatch up a year of books fast: convert each monthly PDF bank and credit-card statement to .qbo, import oldest month first, and reconcile as you go.
Read articleA dedicated converter runs $0 to start, about $24 a month after. Bank feeds are free but limited, enterprise OCR runs $500/month to $18,000/year.
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 |
