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I have qb online and need help with the memorized transactions. I have numerous memorized transactions saved on desktop prior to upgrading to online. I do not want to have to redo memorized transactions HELP

 
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QuickBooks Team

Re: I have qb online and need help with the memorized transactions. I have numerous memorized tra...

Hi there, kellisuemichel.

 

Thank you for posting here in the QuickBooks Community.

 

The memorized transactions in QuickBooks Desktop will be imported to QBO if you're using Plus, Advanced or Essentials. They'll appear as recurring transactions in the online version.

 

Here's how to export data from desktop to online:

 

1. Sign in as an admin to the company file you need to import.
2. Select the Company menu, then click Export Company File to QuickBooks Online.
3. Select Start your export.
4. Log in as an admin to your QuickBooks Online company.
5. Start importing desktop data.

 

You can check this article to learn what data doesn't convert when you migrate from QuickBooks Desktop to QuickBooks Online: What data doesn't convert from QuickBooks Desktop to QuickBooks Online?.

 

You can also visit this article to watch some resources to help you get up and to know how features in QuickBooks Online works: All QuickBooks Tutorials.

 


Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.​