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March 28, 2023
Question

Can I merge my QBO account into my QBOA account?

  • March 28, 2023
  • 2 replies
  • 0 views
I am doing the books for my company through my QBOA account. I want to close my QBO Essentials account and run it all through my QBOA. How do I transfer the data?

2 replies

March 28, 2023

Hi there camrosebooks-gma,

 

It's vital that all your information be entered correctly for your books to balance. QuickBooks Online Accountant is a great tool able to help you see all your clients' books in one software. I can provide some information about moving data.

 

In QuickBooks Online, there isn't a way to move all data over from one company to another all at once. The information that can be imported from files can be seen in the Gear icon, then Import data. You can also see more information about what can be imported in this article.

 

If you have any other questions, feel free to reach out here.

Fiat Lux - ASIA
March 29, 2023

@camrosebooks-gma 

You can purchase a 3rd party merge service or use a 3rd party migration tool.

https://get.transactionpro.com/qbo