How-to guides on converting CSV and Excel statements to QBO, fixing QuickBooks import errors, and getting clean books faster.
Bank 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 articleExport a Regions Bank CSV and convert it to a .qbo Web Connect file for a complete, reliable import in QuickBooks Online or Desktop, even when the feed silently drops transactions.
Read articleExport a Truist CSV and convert it to a .qbo Web Connect file for a reliable import in QuickBooks Online or Desktop, even when the direct connection fails.
Read articleConvert a Citizens Bank CSV to a .qbo Web Connect file and import it cleanly into QuickBooks Online or Desktop, even when the direct feed throws error 103.
Read articleExport an American Express CSV and convert it to a .qbo Web Connect file in about two minutes, then import into QuickBooks Online or Desktop. Free to try, no flaky feed.
Read articleExport a TD Bank CSV and get it into QuickBooks cleanly. Convert the TD Bank CSV to a .qbo Web Connect file for a reliable import in QuickBooks Online or Desktop.
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
