Guides
Guides to bank statements and accounting imports
Written for the person who has to make the month reconcile, not for a search engine. Every one of them answers the question it is named after in the first paragraph.
- How to Import an IIF File into QuickBooks OnlineQuickBooks Online has no IIF import, because IIF is a Desktop format. Here is what to do instead, depending on what your IIF file actually contains.9 min read
- How to Import Bank Transactions into QuickBooksThe three ways to get bank transactions into QuickBooks Online and Desktop, which file formats each screen accepts, and what to do when the upload is rejected.8 min read
- QuickBooks Bank Feed Not Working: What to DoWhy QuickBooks bank feeds stop, how to tell an outage from a broken connection, the fixes in the order worth trying, and how to close the month meanwhile.7 min read
- How to Reconcile a Bank StatementWhat reconciling means, how to do it by hand, the QuickBooks Online steps, and what to check first when the two figures refuse to agree.7 min read
- The Month-End Close, Step by StepWhat closing the books involves, a checklist in the order the work happens, why closes run late, and how to shorten the cycle without cutting corners.7 min read
- Catch-Up Bookkeeping: How to Clear a BacklogHow to clear months or years of unreconciled books: what to gather first, why to work oldest first, what caught up actually means, and when to hand it over.7 min read
- How to Read a Bank StatementEvery part of a bank statement explained: the header, opening and closing balances, the transaction table, and why credits and debits look backwards.8 min read
- What a Bank Statement Looks LikeWhat appears on a bank statement, why no two banks lay it out alike, what it reveals about you, and what someone who asks for one is actually checking.7 min read
- Bank Statement Abbreviations ExplainedWhat BAC, CHAPS, DD, SO, ACH, POS, NSF and the rest mean on a bank statement, why descriptions get truncated, and how to work out an unfamiliar code.8 min read
- Bank Statement vs Credit Card StatementHow the two differ: what the balance means, why the amounts run in opposite directions, which one to send when asked, and how each is reconciled.7 min read
- QBO Export to Excel Not WorkingTwo different problems share this name. Here is how to tell which you have, what greys the Excel option out, and what to do when the export never arrives.7 min read
- How Long to Keep Bank StatementsThe periods most often cited in the US and UK, what actually decides them, which statements are worth keeping, and how to store them so they stay usable.8 min read
- How to Get Old Bank Statements from a Closed AccountClosing an account does not delete its records. How long banks keep them, exactly what to ask for, what it costs, and the free route most people never use.8 min read
Try it on the statement that’s annoying you right now.
No account, no card, no limit. If the layout isn’t recognised you will know immediately, rather than after a support ticket.