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treasurer--millb
Level 1

How do I transfer history from one QB Online acct to a new QB Online acct?

The accounts, class, vendors, and customers are all set up, but I need the detail transactions (i.e. deposits, entries, etc).
2 Comments 2
AileneA
QuickBooks Team

How do I transfer history from one QB Online acct to a new QB Online acct?

Hello, treasurer--millb. 

 

Thank you for reaching out to the Community. The better way to transfer the transaction is by importing it using CSV files. Though, to successfully add transactions using CSV files we need to follow the bank formats. Let me show you how to import transaction:    

 

  1. Click the Gear icon, and choose import data.
  2. Select the specific data you want to import. 
  3. Follow the On screen steps. 

 

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For example: To import transaction from the bank: Here's how:  

 

  1. Click the Gear icon, then choose Import Data.
  2. Select Bank Data.
  3. Tap the Browse to select a file to upload, press Open then next.
  4. Drop-down arrow select the Account type, or click the + Add new. Then press Next.
  5. Select a Date, date format, Description, and Account. Note: You can choose 1 column or 2 columns. 
  6. Press Next
  7. Onscreen message Select the transactions to import, hit Next
  8. Pop up message will appear transaction will be imported. Do you want to continue? Press Yes
  9. Hit Let's go!   

 

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Once the import is finished, you will be directed to the Banking menu where each imported transactions are displayed on the For Review tab. You can review, add, or match each transaction.   

 

For more information about import CSV Files you can check out this article: Import bank transactions using Excel CSV files.   

  

Also, For more details about how to manage your bank transactions, you can refer to this article: Categorize and match online bank transactions in QuickBooks Online.    

 

That's it. Please let me know how it goes or if you have additional questions. I'll be glad to help you more. Have a great day and stay safe!

Fiat Lux - ASIA
Level 15

How do I transfer history from one QB Online acct to a new QB Online acct?

@treasurer--millb 

Other options:

1. Utilize a 3rd party migration tool.

https:// transactionpro.grsm.io/qbo

 

2. Purchase a 3rd party service

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