How-to guides on converting CSV and Excel statements to QBO, fixing QuickBooks import errors, and getting clean books faster.
Where to find the QuickBooks Web Connect (.qbo) download at Chase, Bank of America and Wells Fargo, why some accounts never show the option, and what to do instead.
Read articleHow to deactivate bank feeds in QuickBooks Desktop, disconnect Direct Connect before it ends, fix the errors that block it, and keep importing transactions.
Read articleWhich banks have announced Direct Connect is discontinued for QuickBooks, the October 30 2026 date they all share, and why Express Web Connect is not the fix.
Read articleIntuit stopped selling Pro and Premier, and Desktop 2023 lost support on May 31, 2026. Here is what breaks for bank feeds and how to keep importing transactions.
Read articleA three-way reconciliation ties the bank statement, the QuickBooks trust balance and the sum of client ledgers to the penny. Here is how to run one in QuickBooks and why clean bank data is the whole game.
Read articleExpress Web Connect is the bank connection for QuickBooks Online, not QuickBooks Desktop. What it is, what replaces Direct Connect, and the Desktop route.
Read articleIntuit has never shipped a CSV to QBO converter or a CSV plugin for QuickBooks. What the official toolkit really imports, and the supported way to convert a bank CSV.
Read articleBank of America turned off Direct Connect and Web Connect for QuickBooks and Quicken on September 30, 2025. Here is why it happened and how to keep importing your BofA transactions with a converted .qbo file.
Read articleHow to import a CSV into QuickBooks Desktop: Desktop cannot read a bank CSV, so convert it to a .qbo Web Connect file and import through Bank Feeds. Full step-by-step for Pro, Premier, and Enterprise.
Read articleQuickBooks CSV import not working? Here are the 8 reasons a bank CSV fails to upload in QuickBooks Online, how to fix each one, and the format that imports every time.
Read articleFor the solo bookkeeper running a monthly close in QuickBooks.
USD / month
billed $288 yearly
For a firm or finance team converting across many clients and currencies.
USD / month
billed $888 yearly
For multi-bookkeeper firms managing many client books at scale.
USD / month
billed $2,988 yearly
