We can manually upload your transactions seamlessly into your QuickBooks Solopreneur, @mingarep. I can guide you on how to do it.
Beforehand, I appreciate your use of QuickBooks Solopreneur to manage your business.
Once you switch to QuickBooks Solopreneur, you'll not be able to access your old account after the upgrade process is completed. Instead of re-entering them manually, we can upload your file to save you time.
Here's how:
- Go to the Transactions menu, then select Bank transactions.
- Choose the blue tile for the account you want to upload the transactions into.
- Click the Link account▼ dropdown, then select "Upload from file". 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.
- In the QuickBooks account▼ dropdown, select the account you want to upload the transactions, then click Continue.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
- Select the transactions you like to import. Then select Continue.
- Click Yes and select Done.
For a more detailed step-by-step procedure, check out this helpful article: Manually upload transactions into QuickBooks Online.
Additionally, you can find instructions on how to organize your downloaded transactions in this guide for future reference: Categorize bank transactions in QuickBooks Solopreneur.
The Community space remains open if you require further assistance with managing your files and transactions. We are here to help. Take care!
