To transfer the contents of the standard feed to the direct feed, you can manually upload uncategorized transactions to the direct feed. I understand how to do this, Kiff. I will guide you through the process.
Note that the added or categorized transactions will remain as they are. For uncategorized transactions or transactions in the For Review tab in your standard feed, you can manually upload them to your direct feed.
You can start by signing in to your financial institution's website. Then, follow your bank's instructions to download CSV, QFX, .OFX, TXT or QBO files of your transactions to your computer.
Know that the biggest file allowed is 350 KB. If it's too big, download it in smaller batches. Once you're ready, here's how to import your transactions:
- In Transactions, hit Bank transactions and choose the blue tile of the account you want to upload the transactions.
- Click the Link account dropdown and hit Upload from file.
- Select Drag and drop or select files, then find the file you downloaded from your bank. Then hit Continue.
- From the QuickBooks Account dropdown, pick the account you want to download the transactions and tick Continue.
- Follow the steps in matching the columns on the file with the correct fields in QuickBooks. Then click Continue.
- Prefer the transactions you would like to import. Then select Continue and Yes.
- When transactions are accepted, tap Done.
Once done uploading the transactions manually, you can disconnect the old connection to delete the standard feed.
Moreover, match your real-life bank transactions with your QBO transactions. To do this, reconcile your accounts in QBO. See this resource as a guide for future reconciling purposes: Reconcile an account in QuickBooks Online.
Thank you for posting your concern here in the Community space, Kiff. The Community is dedicated to helping you in many ways. If questions are still up in your mind, tag me here in the thread. Keep safe!
