Banking

I hear what you're feeling about the bank feed options, lrkeller07.

Since you've just started, I assume you don't have a lot of entries in QBDT yet. You might want to consider this process I'm going to share with you.

Our QuickBooks Online plans offer an option to import transactions using a CSV file. You can sign up for a QBO Plus trial and export your QBDT company file to it. Then, upload your transactions, categorize, and add them to your books. After that, export the QBO data back to QBDT and continue working on it. You don't have to do this moving forward, just right now, so you'll be able to upload your historical transactions.

Before moving your company file, please check the limitations:

• What to expect when you switch from QuickBooks Desktop to QuickBooks Online
• Limitations when you convert from QuickBooks Online to QuickBooks Desktop

Here's are your references when you move your data from one platform to another:

In QBDT:

• Back up your QuickBooks Desktop company file

• Move your QuickBooks Desktop file to QuickBooks Online

In QBO:

• Sign up for QBO Plus - Choose the Try it for 30 days radio button
• Format CSV files in Excel to get bank transactions into QuickBooks
• Categorize and match online bank transactions in QuickBooks Online
• Export your QuickBooks Online data to QuickBooks Desktop

I'm just around if you have any other questions about handling your transactions. Take care and have a good one!