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Sep 15, 2024 3:23 PM UTC
Question

Can I copy my current account structure into a new company on quickbooks

I have an additional subscription and want to copy over my current structure to the new company

2 replies

Sep 15, 2024 5:07 PM UTC

Yes, you can copy your current account structure to a new company. I'll provide the steps for you, stay. 

First, export your data from one company to another. Here's how:

 

  1. From the Gear icon, choose Export data.
  2. set the date range on the Reports tab.
  3. Turn the switch on or off to remove or add items from the Reports and Lists.
  4. Once done, Export to Excel. 

 

To export non-posting transactions, you may refer to this article and proceed to the Export non-posting transactions and attachments section: Export reports, lists, and other data from QuickBooks Online.

 

After that, log in to your new company and import the data. Here's how:

 

  1. From the Gear icon, choose Import data.
  2. Choose from the drop-down list you wish to import.
  3. Click on Import and select an import method.
  4. Select Upload.
  5. Follow the on-screen steps.

 

Additionally, to keep your accounts organised and easy to find, you can turn on account numbers. Check out this article: Use account numbers in your chart of accounts in QuickBooks Online.

 

If you have further questions or concerns about exporting your account structures to a new company in QuickBooks, please don't hesitate to add a reply on this thread. We're always here to help. Have a good one.

Sep 15, 2024 11:54 PM UTC

@stay-clyngwyn-co 

You can purchase a 3rd party migration service. Another option, you can use a migration tool.

https://get.transactionpro.com/qbo