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7 min read
QuickBooks Bank Feed vs Manual CSV Import and Which to Use
The bank feed is fast but breaks and misses transactions. A manual CSV or QBO import is slower but survives a lost connection. How to choose between them.
Read articleHow-to guides on converting CSV and Excel statements to QBO, fixing QuickBooks import errors, and getting clean books faster.
The bank feed is fast but breaks and misses transactions. A manual CSV or QBO import is slower but survives a lost connection. How to choose between them.
Read articleOld invoices stuck on your A/R aging report inflate what customers owe you. Here is how to review the aging report and write off or clear uncollectible balances in QuickBooks.
Read articleOpening Balance Equity should sit at zero. Here is why a balance builds up in QuickBooks, how to find what is stuck in it, and how to clear it the right way.
Read articleBarclays US cards stopped feeding transactions into QuickBooks and Quicken in 2026. Why it happened and how to bring Barclaycard activity in from a CSV.
Read articleYou can reconcile a year of QuickBooks in one sitting if you prep the file first: gather every statement, import missing transactions as .qbo, fix the opening balance, then reconcile month by month.
Read articleUncategorized Expense fills up when transactions arrive with no category. Here is how to batch-categorize the backlog, build bank rules, and keep the account at zero.
Read articleClean up a messy QuickBooks chart of accounts: merge duplicates, make accounts inactive, fix account types, and keep it tidy so your reports finally make sense.
Read articleUndeposited Funds keeps growing because payments go in but deposits never take them out. Here is how to match, reconcile, and clear the account without double-counting income.
Read articleA 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. Export the CSV, convert it to a .qbo Web Connect file and import it 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.
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