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December 10, 2022
Question

Copying a Company File to a New Client

  • December 10, 2022
  • 1 reply
  • 12 views

I have been trying for a week to copy one Quickbooks Online Advanced company file to another Quickbooks Online Company that was just created.   I followed the directions listed here: https://quickbooks.intuit.com/learn-support/en-us/help-article/back-data/make-copy-quickbooks-online-advanced-company/L2UUaPvDd_US_en_US.  But I keep getting the following error.  I have done research on how to create the group it tells me to but do not see a way to do it.  The background to why I am doing this is:  I had one client purchase another client and the new client wants to be able to access the history of the previous client.  I have spoken to QB numerous times and they keep just telling me the engineers now this is a problem and they working to resolve, but it has now been over a week and I have not heard back.  In the meantime the new client can do now billing/invoices and is getting frustrated.  Any help would be greatly appreciated.  Thanks

 

Copy Failed

Please make the required changes to the target company in QuickBooks Online and try again.

Item

Please create the following bundle item:
Name: Reimb Group
Active: true
SKU: (blank)
Sales information: Total Reimbursable Expenses
Display bundle components when printing or sending transactions: Yes
Bundled items: (none)

1 reply

Fiat Lux - ASIA
Level 14
December 10, 2022

You can convert your data to QB Desktop and convert it back to the second QBO account as a workaround. You will find that the results are not the same due to limitations during the conversion process but it is better than nothing. Otherwise, consider purchasing a third-party service to duplicate data.

nsaragoAuthor
December 10, 2022

Is there a third party service you are aware of that will duplicate the data in its entirety.  I looked into the online to desktop back to online option but it seems like there is to much loss for it to be a viable option.