How-to guides on converting CSV and Excel statements to QBO, fixing QuickBooks import errors, and getting clean books faster.
Novo 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 articleThe bank feed is not the only way in. Here is how to manually upload bank transactions into QuickBooks Online, what the CSV upload gets wrong, and why a .qbo file is the cleaner route.
Read articleYour QuickBooks sales tax liability does not match what you actually owe? Here is why the balance drifts and a step-by-step cleanup to get the account right before you file.
Read articleMessy vendor records turn 1099 season into a scramble. Here is a step-by-step QuickBooks 1099 vendor cleanup so every contractor is flagged, verified, and mapped before year end.
Read articleRamp syncs to QuickBooks natively, but the sync is forward-only and single-entity. Here is when to export a Ramp CSV and convert it to a .qbo, and how to import it cleanly.
Read articleMercury has no Direct Connect and its sync only runs forward. Here is how to export Mercury transactions and import them into QuickBooks Online or Desktop with a clean .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
