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November 19, 2019
Question

I need to transfer my my data ho can i

  • November 19, 2019
  • 2 replies
  • 0 views
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2 replies

Level 5
November 19, 2019

Hi there,

 

QuickBooks Online makes it easy to transfer your data and I'll show you how. 

 

You'll have to manually transfer your data in and out of QuickBooks by following the steps below:

 

To export the data:

  1.     On your QuickBooks account, go to the Gear icon.
  2.     Select which data you'd like to export.
  3.     Click on the Export to Excel button.

To import the data:

  1.     Log in to the new account, then click on the Gear icon at the upper right.
  2.     Under Tools, choose Import Data.
  3.     Select the type of data that you'd like to import.
  4.     Click Browse to select a file to be imported.
  5.     Click on the Next button until finished.             

For more information about importing or exporting data, you can check out these articles: 

Give these steps a try and let me know if you have questions. I'll be here to help if you need anything else.

November 20, 2019