I'm here to help you transfer your client's bank transactions, @LW222.
As mentioned by our Community backer Fiat Lux - ASIA, you can purchase a third-party app that can help you transfer the bank data or manually enter them to QuickBooks. For the list of apps that works with QuickBooks, see this article: QuickBooks Apps.
For other options, you can connect the other bank to the new QBO account or upload them using a CSV file. From there, you can add and categorize the bank transactions.
To connect a bank or credit card account, here's how:
- Click the Transactions tab, and select Banking.
- If this is the first bank account you’ve set up, select Connect account.
- In the search field, enter the name of your bank, credit card, or credit union.
- Select Continue. Then sign in to your bank with your user ID and password.
- Follow the on-screen steps.
- Select the accounts you want to connect, then select the account type ▼dropdown. Choose the account type that matches your chart of accounts in QuickBooks
For the complete steps, check out this article: Connect bank and credit card accounts to QuickBooks Online.
I've collected these articles that will help you categorize and delete duplicate bank transactions:
Please let me know if you have additional questions about the steps or anything else. It's our goal to make your use of QuickBooks as easy as possible. Take good care, @LW222.
