Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
February 22, 2023
Question

How do I transfer data from one QuickBooks account to the other?

  • February 22, 2023
  • 2 replies
  • 1 view
I have another QuickBooks account that I have existing data on, I would like to transfer it to another account, how do I do that

2 replies

Fiat Lux - ASIA
Level 14
February 22, 2023

You can use a migration tool.

https://get.transactionpro.com/qbo

 

February 22, 2023

I can guide you about moving your data from QuickBooks Online (QBO) to another, timemaestrosg.

 

When transferring data, we can move your lists (customers, vendors, and others). You can do so by exporting them to an Excel file. Here’s how:

 

  1. Select the Settings ⚙ icon from the toolbar.
  2. Under Tools, select Export Data.
  3. On the Reports tab, set the date range.
  4. Add or remove items from the Reports and Lists tabs by toggling the slider.
  5. Select Export to Excel.

 

You can also check out this article for other steps you can perform to get the other type of transactions: Export data, reports, lists, and more from QuickBooks Online.

 

Once done, you can import them to the other company file where you want them to add. Please go to this article and refer to Step 2: Import your lists to QuickBooks Online: Move your lists to QuickBooks Online.

 

Another way around, you can look for a third-party application that allows you to migrate your data from one another.

 

Furthermore, I added this resource to run a report in QBO. This will give you insights to check if all transactions are moved successfully.

 

Feel free to reply if you need further assistance with migrating data. The Community always got your back. Have a good one!