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February 11, 2020
Solved

My sole proprietor business is changing to limited company status. Will I be able to export my stock list, customer and supplier details into a new Quickbooks account?

  • February 11, 2020
  • 1 reply
  • 3 views
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Best answer by payment after leaving

Hi Jayne6

 

You are able to export and import the product and services, customers and supplier lists. Select the cog/gear icon in the top right hand corner of the screen > Product and services > select the export icon above the word action > In the new account select the cog/gear icon > Import Data > Product and Services > Select a CSV or Excel file to upload.

To export the customer list select sales > customers > select the export icon above the word action > import to the new account > select the cog/gear icon > import data > customers > select CSV...

To export the suppliers list select expenses > suppliers > select the export icon above the word action > import to the new account > select the cog/gear icon > import data > suppliers > select CSV...

 

1 reply

Level 10
February 11, 2020

Hi Jayne6

 

You are able to export and import the product and services, customers and supplier lists. Select the cog/gear icon in the top right hand corner of the screen > Product and services > select the export icon above the word action > In the new account select the cog/gear icon > Import Data > Product and Services > Select a CSV or Excel file to upload.

To export the customer list select sales > customers > select the export icon above the word action > import to the new account > select the cog/gear icon > import data > customers > select CSV...

To export the suppliers list select expenses > suppliers > select the export icon above the word action > import to the new account > select the cog/gear icon > import data > suppliers > select CSV...