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G
gatehealing
July 4, 2023
Question

Can I download transactions from my bank using QB online simple start?

  • July 4, 2023
  • 1 reply
  • 0 views

Since we are being forced to switch from QB2020 desktop for mac (the most recent update blocks the ability to manually import a qbo file) I need to explore the functionality of QB online simple start.

 

If I sign up for Simple Start,

1) will I be able to import my current QB2020 desktop for mac files into it?

2) will I be able to download transactions directly from my bank? If not, will I be able to manually import a qbo file downloaded to my hard drive into Simple Start?

3) Same question with Credit Card transactions.

1 reply

J
JamaicaA
July 4, 2023

Hi there, @gatehealing.

 

I understand the need to migrate from QuickBooks Desktop 2020 to QuickBooks Online. I'll address your questions one by one to ensure you choose the plan that best suits your need.

 

For your first question, you can import the desktop for Mac files into QuickBooks Online. Just make sure to condense your file if it contains more than 350,000. I'll show you how:

 

  1. Sign in to your QuickBooks Desktop file as the admin.
  2. Select File, Export, and then To QuickBooks Online or use the keyboard shortcut Shift + Command + D).
  3. Press Get Started.
  4. Click Export all your company file data or Export specific data.
  5. If you use inventory, you can choose whether you want to move inventory or not.
  6. If you already have a QuickBooks Online account select Yes, sign me in, and enter the credentials.
  7. If you don't have a QuickBooks Online account, select No, I need to create a new one and create a new account. 
  8. Select the QuickBooks Online company to move your data to, then select Continue.

 

The Bank Feeds setup doesn't move to QuickBooks Online. It includes being unable to download transactions, send online payments, or online transfers. This is because QuickBooks Desktop 2020 is no longer supported.

 

Therefore, you cannot download bank and credit card transactions into QuickBooks Online. You'll want to consider contacting its Support Team for assistance in setting up and transferring your data. Rest assured we'll do what we can to help you get back to business.

 

 

Visit this page for the plans and pricing: Intuit QuickBooks. Features, discounts, and FAQs are shown there.

 

 If you'd like to import transactions manually, refer to this article: Manually upload transactions into QuickBooks Online.

 

If you have other questions, add them below. I'll be here to answer them for you. Have a great day.

G
gatehealingAuthor
July 4, 2023

If I have manually imported my bank's qbo files so that all transactions are showing in my journal/register, then shouldn't that port over to Simple Start?

J
JamesAndrewM
July 5, 2023

Hello there, 

 

As my colleague mentioned above, migration is not possible anymore for discontinued product versions. However, if you're to avail of the supported versions, yes, ideally, it will port over.

 

You can browse the QBO help page if you need more ideas about managing your bank transactions. It includes helpful steps and video tutorials that you can follow.

 

Feel free to post here again if you have further QuickBooks-related concerns. We are available 24/7 to lend a hand with each of your queries. Stay safe!

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