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Catching up a client?

Months of sales nobody booked, from Stripe, PayPal, Shopify, Square, Amazon, Etsy or eBay? See which tool to use for each source, step by step, from sizing the job to matching the bank feed.

▶ Catch-up demo Start a catch-up Other jobs →

Free · use it now

4 Free tools

  • Transaction counter: count a client’s QuickBooks Online transactions by type, by month, quarter or year.
  • Duplicate check: flags entries recorded twice, like a sales receipt and a deposit for the same sale.
  • Cash log: type in cash in and cash out, then download a file QuickBooks imports like a bank statement.
  • Free cash log spreadsheet: download the Excel template to keep your cash log offline, then bring it back to the cash log page to turn it into a QuickBooks file.
  • No sign-up, nothing uploaded: it all runs in your own browser.

Free

▶ Counter demo Open the counter

▶ Cash log demo Open the cash log

New for bookkeepers · Try it free

Conversion Kit
A handy file conversion tool for QuickBooks usersOne client folder in. One QuickBooks-ready folder out.

Everything in Free, plus:

  • Whole folders converted: PayPal, Shopify, Stripe, Square, Gusto, Amazon, Etsy and eBay exports, each recognized automatically, even renamed ones.
  • All your clients at once: drop in every client’s folder and get a QuickBooks-ready copy of each.
  • Problems caught first: duplicate files, odd amounts and files over QuickBooks’ 1,000-line limit are flagged before anything is imported.
  • QuickBooks or Xero: every platform can also come out ready for Xero: bank statement imports for PayPal, Shopify, Stripe and Square, and manual journals for Gusto, Amazon, Etsy and eBay using Xero’s standard account codes (or your own).

Pro

▶ Conversion Kit demo Open the Kit

▶ Kit Pro demo Open Kit Pro

Sound familiar?

  • QuickBooks rejects the raw export, with no useful error.
  • Rebuilding the file by hand in Excel, every time.
  • Fixing dates, amounts and stray symbols row by row.
  • Splitting big files to fit QuickBooks’ upload limit.

One drop sorts it out

  1. Drop in the client’s folder of downloads
  2. The Kit recognizes each platform and converts every file
  3. Download a QuickBooks-ready copy of the folder

Apps: convert PayPal, Shopify, Stripe, Square, Gusto payroll, Amazon settlement, Etsy and eBay exports into QuickBooks-ready files. The Kit makes Xero-ready files too. See them all ↓

🔒 Your files aren’t kept. The free tools and the Kit never upload your files: everything happens in your own browser. The converter apps delete each file as soon as your download starts.

Free · use it now

Conversion Kit Free

Free: counts and checks the transactions already in QuickBooks, and turns cash you log by hand into an importable file.

Duplicate check, built into the counter

▶ Counter demo Try the counter free ▶ Cash log demo Open the cash log

Download the cash log Excel template

Conversion Kit and Kit Pro

All your clients, converted at once

Pro: converts every client’s PayPal, Shopify, Stripe, Square, Gusto, Amazon, Etsy and eBay downloads into QuickBooks-ready files, all clients in one go.

  • Drop a client’s whole folder of downloads into the Kit: PayPal, Shopify, Stripe, Square, Gusto, Amazon, Etsy and eBay exports, bank files, receipts, all of it.
  • The Kit works out which platform each file came from, converts every one your subscription covers, and gives you back a copy of the folder that’s ready to import.
  • No more sorting. You don’t open each file to see what it is. The Kit reads the columns and recognizes each platform’s exports, even renamed ones.
  • Mistakes are caught before QuickBooks sees them. Odd amounts, the wrong report type, and files over QuickBooks’ 1,000-line limit are flagged with what to do next, so nothing comes out wrong without you knowing.
  • Nothing is uploaded. The files are read and converted in your browser and never leave your computer.
  • Free to try on a real folder. Identifying, counting and catching repeats are free, no sign-up. For a one-off job, a 30-day Catch-up Pass converts every file: $39 for one business, or $79 for any number of clients with Kit Pro. One payment, doesn’t renew. For regular monthly work, All-Access is $29/mo and Bookkeeper Pro $59/mo.

▶ Conversion Kit demo ▶ Kit Pro demoOpen the Conversion KitStart with your client’s folder · free to count and checkOpen Kit ProStart with your whole client list · with Bookkeeper ProOr look around with a sample folder first →

For firms · Connected Transaction Counter · new

Bring a client’s whole Stripe history into QuickBooks in one go

Stripe catch-up turns every payout into one QuickBooks deposit, with sales, fees and refunds split out, so each one matches the bank feed. You review before anything is sent, and Undo is one click. It’s part of the Connected Transaction Counter, which also counts every client’s transactions each month for per-transaction billing.

▶ Watch the demo Start a free trial How Stripe catch-up works →

Everything at a glance

Click a row to open it, or Watch to see its demo.

ToolWhat it doesPriceDemo
Free tools
Transaction counterCount one client’s QuickBooks Online transactions by type for any period.FreeWatch
Duplicate checkBuilt into the transaction counter: flags entries recorded twice, with the reasons.FreeWatch
Multi-client counterEvery client’s transaction counts on one screen, grouped for fee reviews or collections.FreeWatch
Cash log to QuickBooksLog cash in and out, download a file QuickBooks imports. Excel templateFreeWatch
Conversion Kit
Conversion KitEverything for one client, in one folder: every file sorted and converted in one pass. Free to count and check. New$39 pass or $29/moWatch
Conversion Kit ProAll your clients in one drop, each converted on its own. New$79 pass or $59/moWatch
For firms
Connected Transaction CounterLinks to every client’s QuickBooks Online and counts their transactions automatically, for per-transaction billing. Now with Stripe catch-up: a client’s Stripe payouts posted as QuickBooks deposits. NewFree trialWatch
Converter apps · first file free
FileMod (PayPal)Converts PayPal exports into QuickBooks-ready files.From $9Watch
ShopMod (Shopify)Converts Shopify exports into QuickBooks-ready files.From $9Watch
SwipeMod (Stripe)Converts Stripe Balance reports and Payments exports into QuickBooks-ready files. NewFrom $9Watch
TillMod (Square)Converts Square exports into QuickBooks-ready files.From $9Watch
PayMod (Gusto)Converts Gusto payroll exports into QuickBooks-ready files.From $9Watch
SettleMod (Amazon)Converts Amazon settlement exports into QuickBooks-ready files.From $9Watch
CraftMod (Etsy)Converts Etsy Payments exports into QuickBooks-ready files.From $9Watch
BidMod (eBay)Converts eBay exports into QuickBooks-ready files.From $9Watch
Ebook
The QuickBooks Cleanup PlaybookA field guide for online sellers cleaning up their books.$12.99—

Only need one converter?

Each of the eight converters also works on its own, for a small business that sells on one platform or only has a few files to convert.

Try before you buy: every converter lets you run your first file free. Upload a real export, check the result in QuickBooks, no card needed.

Your files are never stored. Each export is converted in memory and discarded as soon as your download starts, and the converted file isn't kept either, unless you tick “keep a copy.” We save only your email (for sign-in and credits) and a simple log of file names and row counts.

Phone preview. Look around as much as you like — the apps convert best on a computer (Windows or Mac).