Bank Feed & App Integration Setup

A messy bank feed creates more work than it saves — duplicate transactions, unmatched deposits, and categorization rules that file things in the wrong place. We set up bank feeds and app integrations so they actually save you time.

What’s included

• Connecting bank and credit card accounts with correctly configured date ranges
• Setting up bank rules so recurring transactions categorize themselves correctly
• Connecting point-of-sale, payment processor, or e-commerce apps that feed into QuickBooks
• Cleaning up existing duplicate or unmatched transactions from a previous bad setup

Common problems we fix

• Bank feeds importing the same transactions twice
• Bank rules miscategorizing transactions silently, throwing off reports without anyone noticing
• A disconnected or expired bank connection (like Error OL-222)
• App integrations that duplicate income or expenses already entered manually

How it works

We review what’s currently connected (and what should be), fix or reconnect feeds and integrations, and set up matching rules so future transactions come in clean without you reviewing each one line by line.

Dealing with a specific bank feed error right now? See our bank connection error guides.