Best way to selectively filter and remove certain transactions when importing company files from an old QBO to a new QBO

Hi there, @jeremy-allcock-e.

Thanks for sharing your concern in QuickBooks Community. 

With regard to filtering certain transactions, I'd suggest performing these through Microsoft Excel. You can manually filter your data using this platform before importing them into QuickBooks. 

On the other hand, you can look for a third-party application to help ease your task when removing certain transactions. You can either look for an app outside the program or search for it directly from your QBO account. Simply log in to QuickBooks and search for an app from the Apps menu.

Just in case you'll want to speed up the review process of your uploaded transactions, you can create bank rules in QBO. With this, the system will automatically categorise those entries for you.

I'm always glad to help if you have any other queries about managing your transactions in QuickBooks. Simply leave a reply below and I'll get back to you as soon as possible. Take care and have a good one. 

Many thanks for this. To export data across all ledgers out of the QBO that needs to be replicated, do I follow the 4 steps on the link below - are there other steps needed?

Customers (intuit.com)

(The  help section I am referring to is titled <<How to export data from QB Online Accountant>>