Hello, Dazed. We appreciate you chiming in on the thread with your concern about switching to QuickBooks Online (QBO) so you can pull up transaction reports sorted by category. We're happy to share some insights about this matter and will also guide you on some steps for guidance.
We understand the importance of tracking your transactions regularly by category in our program. With your concern, yes, you can be able to pull up the Transactions Detail by Account report in QBO Essentials. Then Customize it for more information that you want to show on your report. See this article for more details about which reports are available for your version of QBO: Reports included in your QuickBooks Online subscription.
Additionally, if you want to switch from the Quicken program, you'll need to Export your Quicken data to a file in .csv format so you can import it in QuickBooks so you won't need to start over. If you run into problems with converting your file, you can contact Quicken support for help. If you're done with exporting your data, you can proceed with importing it to your QBO file. Let me show you the steps below:
- Sign in to your QuickBooks account.
- Go to the Gear icon, then Import Data.
- Choose the type of list that you want to import.
- Select Browse. Find the .csv file, then select Open. Please know that you can select Download a sample file and use it as a sample template.
- Click Next. The Map data page appears. There’s a green checkmark on the fields that QuickBooks recognizes. Otherwise, you’ll see No Match.
- Use the dropdown menus to map the fields and Next.
- Review all the entries that you’ll import, then select Import.
You'll want to see this article for further guidance: Move your Quicken data to QuickBooks Online.
Furthermore, we'll be including these links for future reference in managing reports in QBO:
We're always here for you if you have clarifications with navigating your QBO company file. We'll ensure to help you any time so you can get back to business. Keep safe and have a good one, Dazed!
