Articles and updates on bank statement conversion, QBO imports, reconciliation and automation.
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Mark each vendor for 1099 tracking, store the W-9 tax ID, and map their expense accounts to box 1 so QuickBooks totals every subcontractor payment correctly.
Read articleRecord tuition at gross, split out processor fees, and book state subsidy and CACFP food reimbursements to their own income accounts so deposits reconcile.
Read articleSet up your QuickBooks chart of accounts to match Schedule F (Form 1040) lines so farm tax prep is a report, not a project. Cash vs accrual explained.
Read articleHow HVAC, plumbing, and electrical contractors keep books in QuickBooks: job costing per work order, truck stock, supply house bills, merchant fees, and 1099s.
Read articleDeferred revenue is cash collected before you deliver. Set up a liability account in QuickBooks, credit it when paid, then move it to income as you earn it.
Read articleHow to keep auto repair shop books in QuickBooks: split parts and labor income, treat core charges as a deposit, and record the jobber statement correctly.
Read articleMedical practice bookkeeping in QuickBooks: split patient self-pay from insurance revenue, record card deposits net of fees, reconcile EFTs to the ERA monthly.
Read articleLearn the right way to record tips in QuickBooks: treat employee tips as a liability, split card payouts correctly, and clear the balance when paid.
Read articleA practical guide to freelancer bookkeeping in QuickBooks: record 1099 income, map costs to Schedule C, set aside for SE tax, and pay quarterly.
Read articleA security deposit you receive is a liability, not income. Learn how to set up the account, record it, hold it separately, and apply or refund it at move-out.
Read articleOwner-operator bookkeeping in QuickBooks: open a business account, categorize fuel and maintenance, track cost per mile, keep IFTA and per diem records.
Read articleRestaurant bookkeeping in QuickBooks: build a restaurant chart of accounts, record daily sales that split net deposits, card fees, tax and tips, then reconcile.
Read articleNonprofit bookkeeping in QuickBooks: turn on the nonprofit setting, use classes for fund accounting, record donations and grants, report functional expenses.
Read articleJob costing in QuickBooks: set up jobs or Projects, tag every income and cost to a job, and run a job profitability report to see real margins.
Read articleIOLTA trust accounting in QuickBooks: set up a trust bank account and matching trust liability, track each client, and run a three-way reconciliation monthly.
Read articleQuickBooks imports bank transactions from .qbo, .csv, .qfx, and .ofx (Desktop also reads .qif). The .qbo Web Connect file needs the least mapping.
Read articleQuickBooks Online imports up to 1,000 transactions per file, and the file must be 350 KB or less and in English. Have more? Split by statement and upload each.
Read articleQuickBooks Online now reads PDF and image bank statements with AI extraction, but only under 350 KB. Desktop still needs a .qbo file. Here is what works.
Read articleYes, you can import bank transactions into QuickBooks without a bank feed. Upload a .qbo or CSV file, or convert your PDF statement to .qbo first.
Read articleRecord credit card cash back in QuickBooks as income or a reduction of expense. Use a Credit Card Credit for a statement credit or a Bank Deposit for cash.
Read articleQuickBooks Online vs Desktop for bank statements: Online uploads files from the Banking screen, Desktop imports .qbo via Web Connect, and neither reads PDF.
Read articleHow to convert PDF to QBO: turn a PDF or scanned bank statement into a Web Connect .qbo file and import it into QuickBooks Online or Desktop.
Read articleQuickBooks month end close, step by step: reconcile every account, clear uncategorized transactions, review reports, then lock the period with a closing date.
Read articleWhat an OFX file is, how the OFX format relates to QFX and QBO, how to import OFX and QFX bank files into QuickBooks Online and Desktop, and why imports fail.
Read articleHow to reconcile a previous month in QuickBooks Online and Desktop, catch up on months you missed, and fix a beginning balance that is already wrong.
Read articleWhy bank transactions are missing in QuickBooks Online and Desktop, the 90-day feed limit, and how to find, restore and backfill the older months.
Read articleHow to categorize transactions in QuickBooks Online and Desktop: the For review tab, bank rules, categorizing in bulk, and fixing uncategorized expense.
Read articleWhat a QuickBooks IIF file is, how to import and export one in QuickBooks Desktop, why IIF imports fail, and a simpler way to get bank transactions in.
Read articleHow to import a CSV file of bank transactions into QuickBooks Online: the 3-column and 4-column format, column mapping, and why a CSV will not import.
Read articleHow to find a transaction in QuickBooks Online and Desktop using global Search, Advanced Search and the account registers, by amount, date or payee.
Read articleFor one bookkeeper running monthly close.
USD
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$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.
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$888 charged today
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| 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.
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per month
$ charged today
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| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
SSO, team roles, custom AI models and integrations, and a signed DPA.
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$59,880 charged today
