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1 reply

katherinejoyceO
Level 9
April 23, 2022

Let me show you the steps to move your client's company data to the correct company, @jaazfs-gmail-com. 

 

To do this, we'll need to export the lists and other data from the QuickBooks Online account to the other. 

 

Here's how:

  1. Log in to your client's existing account.
  2. Go to the Gear icon.
  3. Choose Export data.  
  4. Toggle the data you want to export to On. 
  5. Click the Export to Excel button.

 

You'll then see a .ZIP file containing the exported data. Read through his article for more detailed steps: Export reports, lists, and other data from QuickBooks Online.

 

After that, start importing them to the correct QuickBooks Online account. 

 

Here's how:

 

  1. From the new account, then click the Gear icon.
  2. 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. Pick the Next button until finished.

 

Check out and find more details about the import process in this article: FAQ's about importing data to QuickBooks Online.

 

Come back to me if you need more help.I'm always around to guide you.