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RamonaN
Level 1

Bank uploads

Good day, Is there a way I can add an extra field when uploading bank statements, it only seems to allow Date, Description and Amount, I would like to add a field for the GL account/category/add or match to. Basically I am import data from another quickbooks account, I want to migrate everything actually but it seems I cannot do that so now I am uploading the bank year after year. Is there anyone who can show me how to migrate my entire data, journals included, to another QBO account? I made a mistake by reconciling and then going back and changing amounts and so now there are differences and some accounts have incorrect balances due to this, I decided to just migrate to another account. Regards, Ramona
3 Comments 3
Fiat Lux - ASIA
Level 15

Bank uploads

Utilize a migration tool

https:// transactionpro.grsm.io/qbo

 

RamonaN
Level 1

Bank uploads

Hi Asia Lux,

 

could you possibly assist me with Transactions Pro?

 

Regards,

Ramona

Fiat Lux - ASIA
Level 15

Bank uploads

What kind of assist do you need?

You may prepare the Bank Statement data with the following template

TxnDatePrivateNoteCurrencyExchangeRateDepositToAccountEntityLineDescLineAmountAccount
28/07/2020Manual Feed  CheckingJane SmithMonthly Dues25Account1
29/07/2020Manual Feed  CheckingBank of the WestJuly Fees-15Office Expenses
30/07/2020Manual Feed  CheckingStaplesPaper for Copier-50Office Expenses
01/08/2020Manual Feed  CheckingTeddy JonesCharitable Contribution500Account1
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