How-to guides on converting CSV and Excel statements to QBO, fixing QuickBooks import errors, and getting clean books faster.
A step-by-step way to find a QuickBooks bank reconciliation discrepancy: check the beginning balance, hunt duplicates and edited transactions, and prevent it next month.
Read articleSynchrony store cards have no QuickBooks Direct Connect, so export the CSV, convert it to a .qbo Web Connect file, and import it into QuickBooks Online or Desktop.
Read articleWhat a QuickBooks cleanup costs in 2026: published ranges by months behind, hourly rates by provider type, and how to scope and quote a catch-up job.
Read articleWhy bank transactions duplicate in QuickBooks after an import, how to find and delete the copies in QuickBooks Online and Desktop, and how to stop them.
Read articleA working QuickBooks cleanup checklist for bookkeepers taking on a neglected file: what to check first, the order that avoids rework, and the traps that turn a two week job into two months.
Read articleBank feeds only pull about 90 days of history. File imports have no date limit at all. Here is how to import older transactions into QuickBooks Online and Desktop using a converted .qbo file, without duplicates.
Read articleHuntington Commercial accounts sign in with a company ID, which QuickBooks Online cannot accept. Here is how to export a Huntington CSV, convert it to a .qbo file, and import it into QuickBooks Online or Desktop.
Read articleKeyBank makes you create a Direct Connect PIN before QuickBooks will connect. Here is how to skip the enrollment: export a KeyBank CSV, convert it to a .qbo file, and import it into QuickBooks Online or Desktop.
Read articleAn import never sets your opening balance, so a wrong one is rarely the import's fault. Here is how to tell an opening balance problem from a beginning balance problem, and fix each.
Read articleFifth Third does not offer a QuickBooks Web Connect download. Here is how to export a Fifth Third CSV, convert it to a .qbo file, and import it into QuickBooks Online or Desktop.
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
