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bank data: I’ve had clover for a few months, but quickbooks for a few days. Can all of my data from clover be imported?

Yes, you can transfer the data from clover into QuickBooks Online by importing them manually.

 

You can bring the following data:

  • Bank Data
  • Customers
  • Vendors
  • Chart of Accounts
  • Products and Services

To manually upload transactions, please refer to this article: Manually upload transactions into QuickBooks Online.

 

You can also import […]

Resolution for 'bank data issue: 'I’ve had clover for a few months, but quickbooks for a few days. Can all of my data from clover be imported?' available: Yes.

The bank data issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank data issue yourself by looking for a resolution described in the article. If it is a complex bank data issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank data support options.

For more information about resolving issues related to bank data in Quickbooks/QBO or to get support for the issue 'I’ve had clover for a few months, but quickbooks for a few days. Can all of my data from clover be imported?', click the link below:

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bank data: QB not downloading my bank data, even though I am connected ,have refreshed, etc.

Welcome to community, mwglobalservices.

Let’s get this sorted out.

You can manually update your account to catch any bank data that may have cleared in the hours since the last automatic download.

Here’s how:

  1. On the left navigation menu, click on Banking.
  2. Go to Bank Feeds.
  3. Click on Update in the upper right. QuickBooks begins updating your […]

Resolution for 'bank data issue: 'QB not downloading my bank data, even though I am connected ,have refreshed, etc.' available: Yes.

The bank data issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank data issue yourself by looking for a resolution described in the article. If it is a complex bank data issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank data support options.

For more information about resolving issues related to bank data in Quickbooks/QBO or to get support for the issue 'QB not downloading my bank data, even though I am connected ,have refreshed, etc.', click the link below:

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bank data: How do I bring up the bank transaction screen to review transactions for the last quarter versus only the last 30 days?

When you connect your bank account, the system will automatically download transactions for the last 90 days. You can import transactions older than 90 days through a CSV file, then upload it to your QuickBooks Online.

Here are the type of files you can use:

  • .qbo (QuickBooks)
  • .qfx (Quicken)
  • .ofx (MS Money)
  • […]

Resolution for 'bank data issue: 'How do I bring up the bank transaction screen to review transactions for the last quarter versus only the last 30 days?' available: Yes.

The bank data issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank data issue yourself by looking for a resolution described in the article. If it is a complex bank data issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank data support options.

For more information about resolving issues related to bank data in Quickbooks/QBO or to get support for the issue 'How do I bring up the bank transaction screen to review transactions for the last quarter versus only the last 30 days?', click the link below:

Details

bank data: Exchanging bank data

“I made the direct connect file inactive, but did not close the account before setting up web connect.”

Let me see if I can restate this:

Instead of using the One Bank account, and changing to Web Connect (read in the file), you created a New Bank account, but it really is the same Bank […]

Resolution for 'bank data issue: 'Exchanging bank data' available: Yes.

The bank data issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank data issue yourself by looking for a resolution described in the article. If it is a complex bank data issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank data support options.

For more information about resolving issues related to bank data in Quickbooks/QBO or to get support for the issue 'Exchanging bank data', click the link below:

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