Migration

You may have 3 options:

1. Convert your data and utilize a deleter tool to remove all transactions prior to 1/1/2022.

https://get.transactionpro.com/qbo

2. Use a migration tool. i.e TP Exporter for Desktop and TP Importer for Online

https://get.transactionpro.com/qbo

3. Purchase a 3rd party conversion service

Thanks very much, this was helpful

I missed the 4th option. If you are using QBD US version, use the Condense Data utility to remove all transactions before 1/1/2022.

Is it possible to only bring in 2021 transactions and not have it overwrite current? We had one year not get imported and now trying to figure out how to get all that information into QuickBooks online. 

Yes, it is, @Simply_jer. I'd gladly guide you on how it works in QuickBooks Online.

We can enter your 2021 bank transactions into QBO without overwriting the current transactions by manually uploading them.

First, choose a start date. Then, ensure you know the date of the oldest existing transactions of your current account to avoid duplicates. Here's how:

1. Go to the Bookkeeping menu, then select Chart of accounts.
2. Choose the bank or credit card account you want to upload the transactions.
3. Click View register.
4. Find and write down the date of the oldest transaction. The oldest transaction is usually the opening balance.

From there, we can now get the transactions from your bank. I'll show you how:

1. Sign in to your bank or credit card's website.
2. Follow your bank's instructions for how to download CSV files of your transactions to your computer. Every financial institution has different steps.
3. Verify the date range for the download. It should be at least one day before the date of your oldest transaction.
4. Download your transactions and save them somewhere you can easily find them, like your computer's desktop.

Then, open and review the file from your bank and ensure it's in the correct format before uploading it.

Once you're ready, you can now start uploading your transactions manually. For the detailed procedures, you can check out this article to further guide you in the process For accounts connected to online banking and For accounts not connected to online banking: Manually upload transactions into QuickBooks Online.

On top of that, these handy resources can help you organize your transactions flawlessly in the future:

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

I’m always ready to assist you with other questions or concerns about managing your bank transactions. Tag me in your reply, and I'll get back here as soon as possible to help you again. Take care always.

@Simply_jer 

You can use the migration tool as I mentioned earlier or purchase a 3rd party migration service.