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Directly moving your bank transactions from your old QBO to your new QBO account isn’t possible. However, you can upload your bank data to your new account.
Before doing so, ensure that the file from your bank is in the correct format. Please know that the maximum file size is 350 KB. If the file is too large, you can reduce the date range and download transactions in smaller batches. Below are the steps on how you can import them to QBO:
For further steps and detailed information, please refer to this article: Manually upload transactions into QuickBooks Online.
Once the transactions are in, you can now match and categorize them accordingly.
I've also added this link for some frequently asked questions when importing data: Common questions about importing data to QuickBooks Online.
If you have other banking concerns or need assistance with your transactions, don't hesitate to reach out. I'm here to help every step of the way. You have a good one.
@LouiseG RE: Directly moving your bank transactions from your old QBO to your new QBO account isn’t possible.
You can't open a check or a deposit and change the bank account that's used? That's pathetic!
QuickBooks Desktop has had the ability to do that since the last century. There's absolutely no reason Online doesn't have the ability, but somehow I'm not surprised.
This is just another failure - of many thousands - that make Desktop better than Online.
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