Our nonprof had a QBO account for several years, but it was inactive as our books were kept on a desktop system. Now we'd like to add the newer desktop data to the existing QBO account, but QBO will not allow us to do so because we're past the 60 day limit. Is there a way around this (preferably one that doesn't mean paying extra)?
Thanks for your response, but I can't believe this is your policy. Can we not pay a little extra to upload into the existing account rather than start a new one? What about the data in the existing account? Will that be lost? I know there are scalpers who will offer to upload and merge the accounts for $400-$600 because one of them saw my post and contacted me. Are they just crooks or do they have a special solution?
Since the data is beyond 60 days after signing up, we can no longer convert it in Quickbooks Online. Also, the file remains intact as long as the old account is active. I suggest performing a manual entry to have one account in QuickBooks.
Here's how to manually import into QuickBooks Online:
In QuickBooks Online, go to the Banking menu or Transactions menu.
Select Upload transactions.
Select Browse and then select the file you downloaded from your bank. Then select Next.
In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Next.
Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next.
Select the transactions you would like to import. Then select Next.