Skip to main content
H
hoonscott
April 18, 2019
Question

Can I transfer my data between two QBO accounts? I put all my data into a trial account. When I purchased QB, a new account was created. I need to get my data

  • April 18, 2019
  • 4 replies
  • 0 views
Original commenter did not share additional details

    4 replies

    john-pero
    john-pero
    April 18, 2019

    There is no easy way to transfer data between QBO companies.  You can download a free trial of desktop and export from QBO to Desktop and then import to QBO but you might be better off just entering it all over again

      A
      Anonymous
      April 18, 2019

      Hi there, @hoonscott,

       

      Welcome aboard to the Community and thanks for choosing QuickBooks as your accounting software. I can share some insights about transferring your QBO data from one account to another.

       

      At the moment, we're unable to entirely transfer your data and transactions between accounts. If you signed up for a new account, you can start transferring your data manually. Here are the steps to get started:

       

      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 the 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 information about importing or exporting data, you can check out these articles: 

      Additionally, you can open the trial version and update your billing information if you don't want to transfer the files one at a time. To do this, I'd recommend getting in touch with our QBO Support Team to get help with your subscriptions.

       

      Here's how to contact us:

      1. Click the (?) Help menu at the top right section of your QBO Dashboard.
      2. Tap the Contact us button.

       

      That should do it. Please know that QuickBooks is always here if you need it in the future. I'd be glad to answer any additional questions should you have any. Have a great day!

        H
        hoonscottAuthor
        April 18, 2019

        Thanks for the responses guys. Entering everything again is a deal breaker. I guess I will try this export/ import method and see how that turns out. Thanks!

        M
        Malcolm Ziman
        April 18, 2019
        @hoonscott wrote:

        Thanks for the responses guys. Entering everything again is a deal breaker. I guess I will try this export/ import method and see how that turns out. Thanks!

        The robot failed to mention that can only import lists, i.e. list of customers, vendors and P/S items,  without transactions.  You can import bank transactions; deposits and expenses,  but just date, memo and amount, no category.

         

        But the robot mentioned that you can convert your trial file to a paid subscription, and suggested you call customer service.  Did you do that?

         

         

          D
          diavunollc
          November 21, 2019

          I merged my QBO and QB Pro into a single file with these guys:

          quickbooksrepairpro.com

          I needed to make a backup for pro.

          I needed to export QBO to "desktop"

           

          I paid them their fee and the took the files.

           

          a couple days later I got one file back with ALL the datain one file.

           

          uploaded it to QBO as a new company, setup my prefrences (HIGHLY recommend two screens, open the original QBO on one screen and with another browser on the other screen)


          Then after a week of using the merged file I deleted the old QBO.

          sure its a pain to setup incoice templates and a few other things... but worth it 

          T
          this is ridiculous
          January 8, 2020

          this absolutely makes me want to slap the $hit out of these hacks after a year I find out my account was set up wrong I go to renew my subscription and the sales guy makes me a whole new account mind you my other one still has 3 months and there like op sorry no you a$$ bags fix my $hit I paid for a service and now I don't even have my data for a whole year 

          JoesemM
          JoesemM
          January 8, 2020

          Hi there, @this is ridiculous.

           

          I want to ensure that you received the assistance you need. I will agree where you're coming from and can see the inconvenience this has caused your business.

           

          At this point, I suggest contacting our Technical Support team for assistance. They can pull up your account and initiate a screen-sharing session and investigate this issue for you.

           

          Here's how to reach them:

           

          1. Sign in to your QBO account.
          2. Go to Help (?) at the top right and select Contact Us.
          3. Enter your concern in the What can we help you with? field and click on Let's talk.
          4. Choose Get a callback.

          Stay around if you have other concerns. I'm here to help. Take care.

          Terms & ConditionsAccessibility statement