Guides

How to get bank data into QuickBooks and other accounting software, reconcile accounts and build financial statements, with worked examples.

• Chart of Accounts: Examples and Numbering for Small BusinessHow to set up a small business chart of accounts: the five account types, a numbering system, a sample list you can copy, and mistakes to avoid.

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  Convert a PDF Bank Statement When Your Bank Only Offers PDFWhen online banking only gives you PDF statements: how to turn them into QBO, CSV or Excel, check that nothing is missing, and handle scanned statements.

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  How to Import Bank Transactions into QuickBooks OnlineEvery way to get bank transactions into QuickBooks Online: bank feeds, QBO Web Connect files and CSV uploads, with the steps and the pitfalls of each.
• How to Make a Profit and Loss Statement (With Example)Build a small business P&L step by step: revenue, cost of goods sold, gross profit, expenses and net income, with a worked example and common mistakes.

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  How to Reconcile a Bank Statement, Step by StepMatch your books to the bank statement: adjust both balances for deposits in transit, outstanding checks, fees and errors, with a worked example and tips.

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  Import Bank Statements into QuickBooks Desktop (Web Connect)Import bank and card transactions into QuickBooks Desktop with Web Connect (.qbo) or IIF files, step by step, with account linking and common errors.

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  QBO vs QFX vs OFX: Which Bank File Should You Use?QBO, QFX and OFX are the same bank data format with small differences. Which one QuickBooks, Quicken, Xero and other software expect, and why it matters.

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  QuickBooks Online "File Too Large" Upload Error: How to Fix ItWhy QuickBooks Online rejects bank files over 350 KB, how to split a QBO or CSV file safely by date, and how to import the parts without duplicates.