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May 8, 2023
Question

Is there a way to copy a company data to a new company? (ie. moving from partnership to incorporated)

  • May 8, 2023
  • 2 replies
  • 0 views
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2 replies

Level 6
May 8, 2023

Hello KaraMarie,

 

Welcome to the QuickBooks Community. It's great to learn you're using QuickBooks to help streamline your work. Rest assured, I'll be happy to share more info and help steer you in the right direction. 

Based on what you've described above, you'll have to manually migrate your data from one account to the other. QuickBooks Online allows you to export your some of your data. Here's a helpful article that shows you how to export some of your data: https://quickbooks.intuit.com/learn-support/en-ca/import-or-export-data-files/export-data-out-of-quickbooks-online/00/262091. For importing your data to the other account, I encourage you to check out this helpful article as it shows you how to import your data into QuickBooks Online: https://quickbooks.intuit.com/learn-support/en-ca/help-article/import-export-files/common-questions-importing-data-quickbooks-online/L4OYJRFdj_CA_en_CA.

You're also more than welcome to look into third-party data migration apps on our app store by visiting http://www.apps.com. I recommend choosing an app that suits your business need based on the app description and reviews.

Feel free to ask other questions, I'm here to help guide you in the right direction.

Fiat Lux - ASIA
Level 14
May 9, 2023

@KaraMarie 

You may consider to purchase a 3rd party migration service or use a migration tool.

https://get.transactionpro.com/qbo