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SoapieT
October 6, 2022
Question

Bank transactions downloading after Quickbooks platform change

  • October 6, 2022
  • 1 reply
  • 0 views

If I convert from Quickbooks DESKTOP to Quickbooks ONLINE, would bank transactions that were not downloaded already into the desktop version be downloaded into the online version? My credit union’s planned weekend software platform conversion has now stretched into five+ months and still not all functions are restored. I have been unable to download transactions during this mess. (Yes, it’s the infamous Vystar credit Union).  Reportedly, Quickbooks Online transactions have been restored but they’re ‘still working’ on the Desktop transactions. Not really believing that will happen.l.l

    1 reply

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    DebSheenD
    October 6, 2022

    Hello, SoapieT.

     

    I'd like to shed some light regarding the information that can be imported if you convert to QuickBooks Online (QBO).

     

    First, you may contact your bank to confirm if they have the option to connect bank transactions to QuickBooks Online. If yes, you can now convert QBDT to QBO.

    Here's how:

     

    1. Sign in as an admin to the company file you need to import.
    2. Go to Company, then select Export Company File to QuickBooks Online.
    3. Select Start your export.
    4. Follow the complete instructions and open your client's QBO company to import the data.
       

    Moreover, I've added this link that you can share with them to learn more about what data can't be converted: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.


    In addition, they can also check out this resource that serves as their guide in knowing their ways around QBO: Learn about QuickBooks Online with how-to videos.

     

    You can always count on me whenever you have additional questions about converting to QBO. I'm always ready to back you up anytime!

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