Am converting from desktop to QB online. Have hundreds of transactions in bank account already. How do I connect to bank online without downloading duplicates?

Hello there, @dankeyes. I'm here to ensure you'll be able to download your bank transactions in QuickBooks Online (QBO) smoothly. 

When you connect your bank to online banking, this downloads the latest and maximum number of transactions available from it. Each financial institution is linked differently and sometimes there are cross wires. That said, QBO might download duplicate transactions occasionally. 

When this happens, you can simply remove the duplicates. But before that, ensure that you categorize and match the transactions in your account. 

Once the bank is connected and you see duplicates, you can simply exclude and delete them in the For Review tab. Here's how:

1. Go to the Banking menu and select Banking. Then, look for the affected bank and select it.
2. In the For Review tab, select the box of duplicate transactions.
3. Next, choose Exclude.
4. Then, to permanently remove them, just go to the Excluded tab.
5. Check the box of the transaction and choose Delete. 

Those excluded transactions won’t be added to QBO or downloaded again.

I've attached the following articles for reference about migrating data from QuickBooks Desktop to QBO:

• What to do after you move from QuickBooks Desktop for Windows or Mac to QuickBooks Online
• Learn how features and data move from QuickBooks Desktop to QuickBooks Online

It's also recommended to perform the reconciliation process regularly to ensure the recorded balance in your QBO account matches your real-life bank statement. For a detailed guide, check out this link: Learn the reconcile workflow in QuickBooks.

If you have any other questions about managing bank transactions in QBO, feel free to leave a comment below. I'm always here ready to lend a hand. Have a good one. 

@Anonymous

You can't purge QBO Simple Start or if your account > 60 days old. You should sign up for a new blank account instead and don't forget to cancel the old one.

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Hi there, @Anonymous.

When exporting from QuickBooks Desktop to QuickBooks Online, some of the lists can't be exported to the other company file. The list of transactions that you see in your report may vary depending on the columns you've selected when exporting the file.

For more information, see these articles:

• Export lists from the old company file into a new data file
• Move your QuickBooks Desktop file to QuickBooks Online

Also, you can purge your data in QuickBooks Online and start from scratch. This is available if your account is less than 60 days. Then, the system deletes all data from your company, and you're unable to access it again. 

To purge the data, follow the steps listed below:

1. Log in to your QuickBooks Online account.
2. Change the URL to include /purgecompany.
3. Example: URL shows https://...qbo.intuit.com/app/homepage, change to: https://...qbo.intuit.com/app/purgecompany.
4. The next screen will provide a summary of the items to be deleted.
5. Type the word “YES” once the data gets deleted, then click OK.
6. Click Wipe Data once your selections are complete.
7. Once the deletion is complete, you will be rerouted to your home page.

On the other hand, if your account is more than 60 days, you’ll need to cancel your account and subscribe to a new one. Before canceling your account, it would be wise to save a copy of your data for your future use.

I'll be adding these articles that will manage your reports in QuickBooks: 

• Run reports in QuickBooks Online
• Customize reports in QuickBooks Online

Get back to me if you have any other questions. I'm a few clicks away to help. Have a good day!

I appreciate your update, @Anonymous.

I'll make sure you can connect your account to online banking so you can manage your transactions in QuickBooks Online (QBO) and keep your financial data updated.

When the QBO system hasn't recognized your active accounts after you exported your data, you can allow it to create a new one so you can connect to online banking. Then, merge it to the original (transferred) account and exclude all duplicate transactions.

Once you're connected, you'll have to merge the duplicate accounts. Before doing so, make sure to disconnect the account connected to online banking to successfully perform the process. Whenever you're ready, follow these steps:

1. Go to Accounting.
2. Select Chart of Accounts.
3. Find the account you want to merge.
4. Under ACTION, select the View register menu.
5. Click Edit.
6. Enter the name the same as your other account.
7. Select Save and Close.
8. Click Yes to confirm.

For the complete guide in merging duplicate accounts in QBO, please see this article: Merge duplicate accounts in QuickBooks Online.

After that, you'll have to exclude all duplicate transactions (if there are any) to keep your account accurate. You can refer to this article for the step-by-step guide: Exclude a bank transaction you downloaded into QuickBooks Online.

On the other hand, in case of QuickBooks still won't recognize or counts your active accounts in the Usage limits page from the Account and Settings menu after performing the steps above, I encourage you to reach out to our Customer Care team. They can create a case to trigger an investigation and guide you with a fix.

Also, I encourage you to reconcile your accounts in QBO regularly (every month). This helps monitor your income and expense transactions and detect possible errors accordingly. You may want to check out this article as your reference to guide you in doing and fixing reconciliations in QBO: Learn the reconcile workflow in QuickBooks.

I'm all ears if there's anything else you need or if you have other banking concerns and questions about managing transactions in QBO. You can drop a comment below, and I'll gladly help. Take care always, @Anonymous.