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April 22, 2024
Question

Can I copy a Quickbooks simple start to a ONline advanced (not an upgrade a copy of data. Simplestart is throuigh intuit and online advanced is through techsoup

  • April 22, 2024
  • 2 replies
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2 replies

April 22, 2024

You will need extra effort to do so. Chat Support and ask them to migrate your data. If the support person cannot help, immediately end chat support and try a new chat session to find a new support person.

April 22, 2024

Thanks for joining the Community! I'd like to give you some information about migrating your QuickBooks Online (QBO) account to TechSoup.

 

Unfortunately, it's not possible to directly transfer your QBO account to your TechSoup QBO account within the program. However, there are a few options available. One is to use a migration tool to help with the transfer. 

 

Alternatively, you can export your QBO lists and import them into TechSoup. This way, you can easily set up your new account using the data from your QBO account. You can follow the steps below:

 

To export the data:

 

  1. On your QuickBooks account, go to the Gear icon.
  2. Select which data you'd like to export.
  3. Click on the Export to Excel button.

 

To import data:

 

  1. Log in to the new account, then click on the Gear icon at the upper right.
  2. Under Tools, 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. Click on the Next button until finished.

 

For more guidance, check out this article: Export reports, lists, and other data from QuickBooks Online.

 

In addition, I recommend reaching out to the TechSoup support team for assistance with migrating and copying your data to your QBO nonprofit account. 

 

I've added this article to learn how to update your QuickBooks Online account for a nonprofit organization: Configure an account for a nonprofit organization.

 

If you have any further questions about transferring your QBO account to TechSoup, don't hesitate to ask. We're always available 24/7 to help you out!