Hi there, Chelsea. Since these two versions of QuickBooks are separate systems, not all data will sync automatically. Your categorised transactions are still in your QBSE account. To effectively transfer your data to QBO, start by exporting your history as a CSV file. Once you have the file, you can easily upload it to your account, ensuring a seamless transition of your information.
If you have already connected your bank account to QBO, it will automatically import your transactions from the last 90 days. Make sure not to import a CSV file that includes the same 90 days, or you will get duplicate transactions.
Here's how:
- Log in to your bank's website and retrieve your transactions, then map them using a CSV file.
- Sign in to your QBO account.
- Go to All apps, select Accounting, then Bank transactions.
- Choose the bank account you want to upload transactions.
- Select the Link account dropdown, then select Upload from file. Note: If your account is not connected yet to online banking, select Upload from file.
- Select Drag and drop, or select files, and select the file you downloaded from your bank. Then select Continue.
After uploading, it's time to match and categorise the transactions. Once you review them, they will be added to your accounts.
If you require further assistance, feel free to reach out. We're always here to help.
