How-to guides on converting CSV and Excel statements to QBO, fixing QuickBooks import errors, and getting clean books faster.
If your bank stopped offering a QuickBooks (.qbo) download or sent a Direct Connect discontinuation notice, here is how to keep importing transactions using a CSV export and a .qbo file.
Read articleDirect Connect vs Web Connect explained: the two-way feed vs the .qbo file download, what Intuit's October 30, 2026 retirement changes, and how to keep bank data flowing.
Read articleQuickBooks Online caps every bank CSV upload at 350 KB and 1,000 rows. What each limit means, how to split a big file without creating duplicates, and when converting to a .qbo file is the better route.
Read articleQuickBooks Desktop cannot import a credit card CSV in any version. The supported route is a .qbo Web Connect file. Here is the full import, the sign conventions that trip people up, and how to fix an account type mismatch.
Read articleDirect Connect stops working for QuickBooks Desktop on October 30, 2026. What still works after the cutoff, what happens to bill pay, and how to keep bank transactions flowing with Web Connect and .qbo files.
Read articleA 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 articleYearly billing is 50% off the monthly price: you pay for six months and get twelve. Switch to yearly and pay for six months instead of twelve, a 50% saving.
For the solo bookkeeper running a monthly close in QuickBooks.
USD / month
$294 charged today
For a firm or finance team converting across many clients and currencies.
USD / month
$894 charged today
For a high-volume bookkeeper or firm converting client books at scale.
USD / month
$2,994 charged today
