Imported company file form Quickbooks 2016. Bank account balance is off by $1,126.96. QB 2016 is correct and reconciled. Can I delete the company file and re-import?

Hi, 9130352551147796.

I'm here to share some troubleshooting as to why transactions are off after the import.

Once we bring in transactions to QuickBooks, we'll have to categorize them into their correct accounts. 

You can check this reference for the detailed steps to categorize: Review transactions.

Afterward, try to reconcile the account again.

I'm just around to lend a hand if needed. Take care!

@9130352551147796 

If you are using QBO Simple Start, you won't be able to purge it. You have to open a new blank account and cancel the old one.

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I imported the company file from Quickbooks 2016 for Mac. There should be no need to categorize anything into the correct account. The checking register should have opened with the correct reconciliation data.

I want to make sure that you can fix the bank balance that is off, @9130352551147796.

Categorizing the transactions to their correct accounts will help you fix the bank balance that is off. Though, you can purge the company file and re-import it again into QuickBooks Online. 

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.

For more information about this process, check out this article: Delete your data and start over in QuickBooks Online.

Also, when you import your QuickBooks Desktop Mac into QuickBooks Online make sure to compare your financial reports first. This is to ensure that data is copied successfully, just pull up this to reports, Profit and Loss standard, and Balance Sheet standard.

For more details on what you expect when you move your company files, see these articles:

• What to do after you move from QuickBooks Desktop for Windows or Mac to QuickBooks Online
• Differences after you switch from QuickBooks Desktop to QuickBooks Online

For your future help, you can visit this link in case you want to reconcile your account and let the system add certain bank transactions to your online bank account, see this article for details: 

• Setup bank rules to categorize online banking transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

If you have additional questions, please don't hesitate to leave a message in the comment section. I'll be happier to help. Have a nice day, @9130352551147796.

Purge company is not an option with small business online. Cannot get any support from the company. I am going to close my account and try another software product.

You can purchase a 3rd party service to convert data from QBD Mac to QB Online or other cloud based accounting apps if required.

It is absurd that I would pay to have files converted when my 2016 desktop version has worked perfectly for many years with no errors. Is this online software so terrible that I should have to spend money to import a data file?

Which MacOS do you run? QBD Mac 2016 is outdated. You can utilize the trial version of QBD 2019-2022 to migrate data to QBO and compare the result.

Thanks for your suggestions. I am on an Intel Mac running OS 10.14.6. I can run OS 10.15 but no higher. Will QBD 2019-2022 run under my conditions? 

You can utilize the trial version of QBD 2019 on Mojave to migrate data to QBO. Another option, upgrade your MacOS to Catalina and you can still purchase the one time license for QBD 2020.

Is it possible to download a trial vision of 2019? Where would I find that link?

Click our user name and send a private message to us. We may share the trial version of it later.

Sent. Thank you.

@James_Kelly 

Does your product support QB Desktop for Mac?