Practical guides on payment reconciliation, CSV troubleshooting, and QuickBooks automation for e-commerce and SaaS businesses.
Learn how to import PayPal Activity Download CSVs into QuickBooks Online. Expert guides on negative fees, holds, reserves, and reconciliation.
Learn how to correctly account for PayPal holds, reserves, and delayed releases in QuickBooks. Understand the difference between cash-basis and accrual accounting for held funds.
Master QuickBooks Bank Transaction CSV import format. Learn the exact 3-column structure, date formatting requirements, and how to avoid common import errors.
Discover the 7 most common causes and fixes for QuickBooks not importing Stripe CSV files. Learn how to troubleshoot and resolve issues effectively.
Learn how to import Shopify Payments CSV into QuickBooks Online. Expert guides on presentment vs settlement currency, fees, chargebacks, and reconciliation.
Learn how to handle Shopify multi-currency transactions in QuickBooks. Understand the difference between presentment currency and settlement currency for correct reconciliation.
Learn how to import Square Transactions CSV into QuickBooks Online. Expert guides on negative fees, event types, refunds, and multi-location accounting.
Square uses negative fees (-$0.30) while Stripe uses positive fees (+$0.30). Learn why this difference breaks QuickBooks imports and how to handle both correctly.
Learn how to import Stripe CSVs into QuickBooks Online. Expert guides on balance transactions, fee conventions, refunds, and reconciliation for Stripe payments.
Payment processor CSVs don\
Square uses negative fees while Stripe uses positive fees in their CSV exports. Learn why this matters for QuickBooks reconciliation and how to handle each correctly.
Understand the difference between presentment currency (what customers paid) and settlement currency (what you received) for correct QuickBooks reconciliation of international Shopify sales.
Learn how to correctly account for PayPal holds and reserves in QuickBooks. Understand the difference between cash-basis and accrual accounting for held funds.
Master the QuickBooks Bank Transaction CSV format with this comprehensive guide. Learn the exact 3-column structure, date formatting requirements, and how to avoid common import errors.
Learn how to correctly account for Stripe, PayPal, and Square refunds in QuickBooks. Understand fee refund policies and the difference between full and partial refunds.
Payment processor CSVs use formats that don't match QuickBooks expectations. Learn the 3 main reasons imports fail and how to fix them without manual Excel cleanup.
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