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JamesDuanT
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Your thoughts about the product is important to us, Amanda. 

 

This would help our Product Development Team know what are the things the needs improves to suit your needs. I'll let them know about these ideas so they can put it into consideration for future product updates.

 

For now, we can export your transactions from QuickBooks Self-Employed through this article:

Export Transactions and Trips to .CSV.

 

Then, import them to QuickBooks Online manually. You can refer to this article for the detailed steps and additional information: How To Import Bank Transactions Using Excel CSV Files.

 

Otherwise, you'll want to enter the transactions  one at a time.

 

For the existing lists, you can export and import them by following this article: Export then Import List Data into QuickBooks Online.

 

I'll be right here if you need anything else.

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