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Banking
Hi there, David. Migrating the payee's names in the bank register from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) is unavailable, regardless of the version used.
In the meantime, you can consider exploring our third-party app that offers migration services or importer tools to automate bulk import or modification of payee names.
You can directly visit our QuickBooks App Store or go through the Apps menu in your product. Here's a quick guide on how to access it:
- Click Apps from the left panel, then go to the Find Apps tab.
- From the search bar, type in the keyword to look for an app.
- Once done, you can choose a migration or importer app from the lists that suit your business needs,
Additionally, I still recommend sending feedback to our product developers for them to review and potentially implement this functionality in future updates.
Here's how:
- Go to the Gear icon, then choose Feedback.
- Type in your valuable suggestions and recommendations.
- Select Next to submit.
You can track your recommendations through our Feature Requests website.
Moreover, you can visit these resources as a guide to managing your QBO account effectively:
- Getting Started in QuickBooks Online.
- Adjust the QuickBooks homepage.
- Manage billing, payment, and subscription info.
If there's anything else you need help and clarification with the migration process, please tap the reply button below. Rest assured, I'll jump in as soon as I can. Stay safe, David!