How-to guides on converting CSV and Excel statements to QBO, fixing QuickBooks import errors, and getting clean books faster.
A straight answer on what QuickBooks Online and Desktop can import natively, which file format each data type needs, and where you actually need a third-party tool instead of paying for one you do not.
Read articleHow to delete imported bank transactions in QuickBooks Online and Desktop, why excluding is usually the right move instead, and how to undo a bad CSV or QBO upload without wrecking a reconciliation.
Read articleUnapplied Cash Payment Income shows up on your cash-basis Profit and Loss when a customer payment is not tied to an invoice. Here is what it means and how to clean it up for good.
Read articleA payroll liability balance that never goes to zero almost always means the tax payment was recorded as a plain check instead of a liability payment. Here is how to find it and clean it up.
Read articleQuickBooks holds one currency per account, so a Wise multi-currency balance can feed in under the wrong currency. Here is how to import each Wise balance cleanly with a converted .qbo file.
Read articleNovo lets you download transactions as a CSV, but QuickBooks Desktop cannot read a CSV bank file at all. Here is how to convert a Novo CSV into a .qbo and import it cleanly into QuickBooks.
Read articleRelay syncs to QuickBooks Online only, and it pushes settled transactions. If you run QuickBooks Desktop, need history, or the feed skipped an account, here is how to import Relay with a converted .qbo file.
Read articleBrex only syncs the last 90 days to QuickBooks Online, skips QuickBooks Desktop, and exports CSV rather than .qbo. Here is how to get complete Brex history into your books with a clean .qbo file.
Read articleNegative inventory quietly wrecks cost of goods sold in QuickBooks. Here is what causes it, how to find every affected item, and the cleanup order that actually holds.
Read articleWhat an .iif file is, the tab separated TRNS and SPL format inside it, how to import one into QuickBooks Desktop, and why it is wrong for bank data.
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
