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mcccigc
Level 1

Do transactions from an account closed due to fraud get reflected in Quickbooks? How?

Fraudulent account was closed 7/15/2019. New account transactions show but no activity prior to 7/15/2019 shows. How do I get those transactions into Quickbooks?
1 Comment 1
Charies_M
Moderator

Do transactions from an account closed due to fraud get reflected in Quickbooks? How?

Hi there, mcccigc.

 

Once you cancel an account, we hang on to your data for up to a year and it will be listed under Cancelled Companies when you login. The scheduled date of permanent deletion is located beside the company name.

 

Here's a sample screen shot for a better view:

companyfile.PNG

 

To get those old transactions from the closed account, you can export and import lists from the old company to the new one. The transactions need to be entered manually. You may use a CSV or an Excel file to export the lists then import it to another QuickBooks Online account. 

 

To export the data:

 

  1. On your QuickBooks account, go to the Gear icon.
  2. Select which data you'd like to export.
  3. Click on the Export to Excel button.

To import the data:

 

  1. Log in to the new account, then click on the Gear icon at the upper right.
  2. Under Tools, choose Import Data.
  3. Select the type of data that you'd like to import.
  4. Click Browse to select a file to be imported.
  5. Click on the Next button until finished.

For more information about moving your lists to QBO, you can check out this article: Move your lists to QuickBooks Online.

 

Drop me a reply if you have other questions. I'm always happy to help. Stay safe and enjoy the rest of the day.

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