The best way to retrieve transactions from the canceled account, info2141, is to export them from the previous account and import them into the new one. Allow me to provide specifics.
QuickBooks Online offers a feature that allows you to export transaction data as a CSV, Excel, or PDF file using their online banking platform.
Here's how to export transactions:
- Go to the Gear icon.
- Under Tools, select Export Data.
- On the Reports tab, set the date range to year-to-date.
- Add items from the Reports/Lists tabs by toggling the slider.
- Press Export to Excel.
Once you have exported the transactions, you can manually import this data into your second account. Follow the steps given below:
- Go to Transactions, then select Bank Transactions.
- Hit the Link account ▼ dropdown, then click Upload from the file.
- Follow the on-screen instructions to upload your bank’s transaction file (CSV format).
Make sure to do this promptly to ensure you have a complete record of all transactions.
Additionally, I'm adding this resource to help you categorize transactions uploaded to QuickBooks Online: Categorize online bank transactions in QuickBooks Online.
Our team is ready to offer you full support as you explore these opportunities. If you need further clarification or assistance with your bank transactions in QuickBooks Online, please don't hesitate to reach out through this channel. We appreciate your potential collaboration and look forward to helping you enhance QuickBooks for your users.