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So I have 1 account that is completely set up. I want to bring all the transactions / charts / journal entries to a new account. How do I do that?

 
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QuickBooks Team

Re: So I have 1 account that is completely set up. I want to bring all the transactions / charts ...

Good day, @2017mvpc,

 

Let's import transactions to the newly set up account in QuickBooks Online.

 

You can download bank or credit card transactions, then import them using a CSV file to your register. Here's how:

  1. Sign in to your bank or credit card’s website.
  2. Follow your bank’s instructions for how to download transactions to your computer. Some banks call this WebConnect. Every financial institution has different steps.
  3. Make sure the date range for the download is at least one day before your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your desktop.

Once done, review the file format and size. The maximum file size is 350 KB. You need to shorted the date range is its too big, then start uploading them.. Check this out for the template and detailed instructions for your guidance: Import bank transactions using Excel CSV files.

 

However, bringing in journal entries (JE) should be done manually by entering them. Otherwise, I encourage searching for a 3rd party application that will allow you to import your JE.

 

When you say "charts", are you referring to your graphs or illustrations? If so, we're unable to import them, only Chart of Accounts.

 

Should you need anything else, please let me know. I'd be glad to help you out.

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Re: So I have 1 account that is completely set up. I want to bring all the transactions / charts / journal entries to a new account. How do I do that?

hi @2017mvpc ,

You may utilize the trial period of any data migration tools for your needs. One of them is TP. 

https://transactionpro.grsm.io/fl-qbo

 

Hope it helps.