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jkuehl
Level 1

Can I import data from an older version of QB to QB online, and then change the expense/income accounts to affect all transactions? We want to simplify our reporting.

 
1 Comment 1
MarshallA
Intuit

Can I import data from an older version of QB to QB online, and then change the expense/income accounts to affect all transactions? We want to simplify our reporting.

Hello,

 

If you mean one of the following situations once you import your data from QB Desktop to QB Online, then yes you can do both.  If you mean a 3rd scenario, please respond and elaborate.

 

Scenario 1: Once your data is imported into QBO you can edit the name of any income or expense account to make reporting more streamlined and make sense to you.

 

Scenario 2: Once your data is imported into QBO you can go into your items and change the income accounts that are affected anytime you sell these items.  There will also be a box below the account that says "update for historical transactions" so the income account change you make will affect ALL previous sales that involved that item.

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