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July 7, 2024
Question

I want to add inactive quicken bank account to quickbooks

  • July 7, 2024
  • 1 reply
  • 0 views
I want to use the inactive account to be able to refer to historical transactions.  I do not want the old account to update my current account

1 reply

July 7, 2024

Greetings @jerryernst! It's great that you want to keep your financial records organized. I'm here to help you add an inactive Quicken bank account to QuickBooks Online (QBO) without affecting your current account.

 

Before we proceed, please note that entering transactions from your old account will not affect your new account, as they are separate.

 

You have two options for entering historical transactions in QBO: manual entry or uploading a CSV file. When uploading transactions manually, follow the CSV file format before uploading. 

 

Here's how you can upload transactions manually:

 

  1. Go to the Transactions menu and choose Bank Transactions.
  2. Select the blue tile for the account.
  3. At the upper-right, click the Link account drop-down and click Upload a file or File upload.
  4. Open the downloaded file and then follow the onscreen instructions.

 

If you don't have an account yet for your transactions, follow these guides for adding an account to your chart of accounts in QuickBooks Online.

 

In addition, I've included a set of articles you can use to organize your transactions and reconcile your account. By doing this, you will classify your transactions correctly and prevent any discrepancies in your books:

 

 

I'll be on this thread anytime you need additional assistance handling your financial transactions in your account or any inquiries about your data, entries, or other items in QuickBooks. Just keep me posted in the comments below. I'll be one click away.