I have 3 QBO accounts I need to merge together. They will be 3 locations/divisions under a new company name. How do I import the data?

Merging multiple QuickBooks Online (QBO) accounts into a single account for streamlined management is a significant step in consolidating your business operations, and I'm here to help you achieve this, Bray.

Before anything else, please know that merging company data files is currently unavailable in QBO; however, we can manually input your data into your new company using the Export and Import feature.

To start the process, let's export your data from your existing QBO accounts:

1. Hover to the Gear ⚙ icon, then select Export Data.
2. Choose the reason for exporting, then click Continue.
3. Set the date from the Pre-selected date ranges ▼ dropdown.
4. Add or remove items from the Reports and Lists tabs by turning the switch on or off.
5. Select Export to Excel, then click OK.
   

If you need to export other data, such as estimates or charts of accounts, products and services, etc, please refer to this article: Export your QuickBooks Online data.

Once done, prepare the exported data for import:

• Review and clean up the exported data files.
• Ensure each location data is appropriately flagged or categorized to distinguish the different segments in the new account.

If everything is in place and is correct, we can now proceed with importing your data into your new QBO account:

1. Log in to the new QBO account.
2. Navigate to the Gear ⚙ icon, then click Import Data.
3. Choose the data you want to import (Customers, Vendors, Chart of Accounts, etc.).
   • If you have the latest version, you will encounter a Batch Import screen that displays a spreadsheet format. Proceed to import your spreadsheet using this updated batch import feature.
   • If you have the older version, you can see an option to upload a CSV or Excel file or even a Google Sheet, then go ahead and import your spreadsheet using the old batch import feature.
4. Continue the onscreen instruction, then upload the cleaned and consolidated files.
5. Map the Data fields from your import file to the appropriate fields in QBO during the import process.
   

    

Additionally, you might want to check out these articles to learn more about importing data in QBO:

• Import products and services into QuickBooks Online
• Common questions about importing data to QuickBooks Online

After importing your data, I recommend reconciling your accounts to ensure accuracy and then cross-checking these data against the original data in old QBO accounts to confirm that everything is correct.

Once done, you can refer to this resource to learn how to utilize our Location Tracking feature: Set up and use location tracking in QuickBooks Online.

If you have any questions along the way or need a little extra help, please don't hesitate to reach out. I'm here to assist you in any way I can, whether guiding you through a specific part of the process or offering some handy tips.

@bbray-vantagehea 

I would recommend to purchase a 3rd party service to merge your QBO accounts. You can contact @Fiat Lux - ASIA for assistance.

Another option, sign up for a new QBO account and use the exporter tool to proceed. Then use the importer tool to import data with locations/divisions.

https://get.transactionpro.com/qbo

Hey, I encourage you to look into a service such as LiveFlow to merge the accounts. You can email me at [email address removed] and I'd be happy to show you our consolidation tool.