Solved
Should you connect your bank accounts before importing your desktop file?
Original commenter did not share additional details
This will depend on how you choose to import them, ncbfportia. I've got some useful information to share with you.
To assess whether you have to connect your bank accounts before bringing in the desktop files will vary on how old your QuickBooks Online (QBO) company is. This detail is essential as it directly impacts the import process.
If you have just set up your new QBO company, I recommend connecting your bank accounts once the import is finished. This process will require the use of an online tool that will replace your QBO company with the desktop file. For reference, proceed to Step 3: Get ready to use QuickBooks Online: Move your QuickBooks Desktop file to QuickBooks Online.
If your QBO company is older (around 503 days), the import process will be different as you'll need to do it manually. With that said, you can either connect your bank accounts before or after importing the QBDT files.
Once everything is set, you're next step is to review the data imported into your QBO company. For a detailed guide, read this article: Learn what to do after you move from QuickBooks Desktop to QuickBooks Online.
Should you need additional assistance in migrating your account and connecting your banks, just add a reply below. I want to ensure everything will fall in place. Have a good day ahead.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.