Articles and updates on bank statement conversion, reconciliation and automation.
A .QBO import that finishes with no transactions, or refuses to run at all, almost always comes down to one of seven things. Here is how to tell which one, in the order worth checking.
Read articleQuickBooks rejects a bank CSV with a message that names no cause. Six things trigger it, and checking them in the right order finds the problem in a couple of minutes.
Read articleA bank statement import usually fails for one of seven reasons, and the error message rarely names the right one. Here is how to tell a format problem from an encoding problem from a mapping problem, with the specific fix for Quicken, NetSuite, Business Central and Xero.
Read articleBank download screens usually reach back about 90 days, but the statement archive goes back years. Here is how to convert twelve months of PDFs in one pass and import them cleanly.
Read articleFidelity's download screen only reaches back about 90 days, and no amount of reconnecting recovers what falls outside it. Here is what actually works for older history, and why the statement archive is the answer.
Read articleApple Card has no live Quicken connection. Here is the exact Wallet app export path, why you pick QFX and never OFX, and what to do about the current month the export will not give you.
Read articleQuicken accepts a CSV, but only a strictly formatted one, and Windows and Mac want different layouts. Here are the exact columns, the date rules, why CSV import duplicates every row you reimport, and when a QFX is the better file to use.
Read articleCC-502 means bank-side maintenance, and Quicken tells you not to deactivate the account for it. Here is what CC-502, CC-501 and CC-503 each actually mean, the official fix for each, and how to recover the transactions the outage skipped.
Read articleBanktivity imports QIF, OFX, QFX, QMTF and CSV files, and it tells you outright to prefer the first three because they carry the most complete transaction data. Here is how each import actually works, what CSV quietly costs you, and the route to take when your bank stops offering anything but a PDF.
Read articleQuicken checks a tag called INTU.BID before it will accept a QFX file, and that single field explains most rejected imports. Here is what it does, why renaming an OFX file fails, and how to get the transactions in anyway.
Read articleGet started converting bank statements to OFX.
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