Hello there, @knoxtracey29. Thanks for getting back to the thread.
Customers can use the open balance method to manually transfer data. I'll gladly assist you with entering customer opening balances in a new QuickBooks Online. Please comply with the following steps:
- Preparing for conversion. It's suggested that you transfer data towards the end of the period, when your books or those of your clients are orderly and reconciled.
- Importing from excel or CSV data lists.
- Order of Import.
- Entering opening balances for accounts in QuickBooks Online.
Please read this article for a more detailed explanation of the open balance method: Enter customer opening balances in QuickBooks Online.
Check out this article to match your bank and credit card statements in QuickBooks Online: Reconcile an account in QuickBooks Online.
Feel free to comment down below if you need further assistance migrating your data in QuickBooks Online. We're available 24/7. Keep safe, knoxtracey29.
