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2 replies

Level 5
March 21, 2023

Transferring your data from QuickBooks data to another account is fast and easy. I'll show you how, @ahmed-magdy-whit.

 

In QuickBooks Online (QBO), you'll need to export the lists and reports from the first company to Excel. Then, import them to the second account.

 

To export your data.

 

  1. Go to Gear Export data.
  2. In the Export Data window, select the Report or Lists you want to export.
  3. Click Export to Excel.

Once done, sign in to your second account and import the data by following these steps: 

 

  1. Click the Gear Import data.
  2. Select the data you want to import.
  3. Follow the on-screen instructions to complete the process.
     

I'm adding these articles that you can use as a guide:

 

To view other articles and guides, feel free to visit our general help topics page.

 

If there's anything else you need help with QuickBooks, please let me know by adding comments below and I'll get back to you as soon as I can. Take care!

Fiat Lux - ASIA
Level 14
March 21, 2023

@ahmed-magdy-whit 

Purchase a 3rd party migration service or use a migration tool.

https://get.transactionpro.com/qbo