Desktop Workflow (Step-by-step)

Workflow

1. Export from your bank: download CSV/OFX/QFX if possible.
2. Open LedgerBridge and load the file (single file for Solo; multiple for Pro batch).
3. Set formats: pick input and output (QBO is most common for QuickBooks Online bank imports).
4. Apply rules (optional):
   • Rename merchants (standardize client vendor names).
   • Map categories.
   • Split templates (one bank line into multiple bookkeeping lines).
5. Convert + Validate:
   • Fix duplicate FITIDs.
   • Normalize dates.
   • Check account mapping.
6. Export and import into QuickBooks.

QuickBooks Import Tips

• If QuickBooks rejects a file, open the issue guide from the app and apply the recommended fix.
• Prefer unique, stable FITID values.
• Normalize dates and amounts before you import.

Support Bundle

If you need help, export the bug report bundle from the app so support can reproduce deterministically.