RECONCILE GUIDES
Setup guides for specific bank + invoicing-tool combos.
Real CSV column quirks, real failure modes, real workarounds. Not generic SEO. Pick the bank you export from and the tool you invoice from.
- Bank of America Business + Xero
Practitioner guide. BofA's date format inconsistency, the Description field that mixes payer and BofA codes, and the Xero status field nuances. Last tested 2026-05.
US · comma-delimited UTF-8 - Chase Business + QuickBooks Online
Practitioner guide. Chase's Details column variants, the Type field that doesn't always mean what it says, and the QuickBooks bank-feed double-count problem. Last tested 2026-05.
US · comma-delimited UTF-8, all fields quoted - Mercury + QuickBooks Online
Step-by-step practitioner guide. Real Mercury CSV column quirks, real QuickBooks export gotchas, real wire-fee tolerances. Last tested 2026-05.
US · comma-delimited UTF-8 - Mercury + Wave
Practitioner guide for the freelancer/small-business stack. Mercury's truncated memos, Wave's free-tier limits, and the manual workflow that scales to ~100 invoices/month. Last tested 2026-05.
US · comma-delimited UTF-8 - Monzo Business + QuickBooks Online
Practitioner guide. The 17-column Monzo CSV explained, the Notes and #tags field that lies, and the QuickBooks GBP-vs-USD currency mismatch. Last tested 2026-05.
UK · comma-delimited UTF-8 with quoted fields - N26 Business + Xero
Practitioner guide. The N26 multi-currency export columns, the SEPA Reference vs Payment Reference distinction, and the Xero contact normalization for German/French/Italian names. Last tested 2026-05.
EU (Germany) · comma-delimited UTF-8 - Revolut Business + FreshBooks
Practitioner guide. Revolut's split Money in / Money out columns, the FreshBooks status field that lies, and the Counterparty field cleanup that catches 90% of mismatches. Last tested 2026-05.
EU/UK · comma-delimited UTF-8 - Stripe + FreshBooks
Practitioner guide to the gross-vs-net trap, FreshBooks Stripe integration overlap, and reconciling rolling payouts against per-invoice amounts. Last tested 2026-05.
Multi · comma-delimited UTF-8 - Wells Fargo Business + Wave
Practitioner guide. The Wells Fargo no-header CSV format, the two empty columns nobody documents, and Wave's free-tier export limits. Last tested 2026-05.
US · comma-delimited, NO header row - Wise + Xero
Practitioner guide. The Source amount vs Target amount trap, FX fee handling, and the Xero contact-name normalization that kills false matches. Last tested 2026-05.
Multi · comma-delimited UTF-8 with quoted fields
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