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K
Kris995
September 26, 2022
Question

Split QBO Company by Date

  • September 26, 2022
  • 2 replies
  • 0 views

The company was purchased. Would like to split the QBO file to have one file for all transactions before close date and one company file with just transactions after the close date. Is there a way to split a QBO account in two by date?

2 replies

A
AileneA
September 27, 2022

Hello, Kris995. 

 

As of this moment, splitting company in to two by date in QuickBooks Online is unavailable.  

 

With the said option is not available, we understand that each business has unique needs, and each version of QuickBooks has unique features. I'd recommend letting our product developers know about your request by sending feedback. You can do so by following the steps below:

 

  1. Sign in to your QuickBooks account.
  2. Click the Gear icon in the upper-right corner.
  3. Select Feedback under Profile.
  4. Share your feedback.
  5. Hit Next. 

 

On top of that, here's a couple of articles you can read helpful in keeping you up-to-date with the latest software improvements and enhancements: 

 

Please don't hesitate to reach back out if you have questions along the way. Take care and have a good one!

K
Kris995Author
October 26, 2022

Is there a way to close out all info before a certain date? Can you make a copy for records before doing so?

Adrian_A
Adrian_A
October 27, 2022

I appreciate you for getting back to us, Kris995.

 

I'm here to share more information on how you can save a copy of your records and how the system works with closing the data.

 

As Fiat Lux - ASIA shared above, you'll need a second account to duplicate the file. If you don't want to purchase a new one, you can export the data instead. Then, you'll have to save or create an Excel file manually for the other transactions.

 

You can check this link on what data can be exported: Exporting limitations - QuickBooks Online to QuickBooks Desktop.

 

As for closing all the information, the system will automatically delete them after a year of being inactive.

 

For additional reference about this action, read this article: Delete your data and start over in QuickBooks Online. I'll also attach this YouTube video as well: How to erase your QuickBooks Online data and start over.

 

Drop a comment whenever you have other concerns.

Fiat Lux - ASIA
Fiat Lux - ASIA
September 27, 2022

You will need to signup for 2 new QBO accounts. 

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo

 

then you will have 2 options:

1. Utilize a migration tool

https://transactionpro.grsm.io/qbo

 

2. Purchase a 3rd party migration service.

 

To lower your cost, you may consider to convert the original data to QB Desktop file format instead. You can utilize the trial version for QB Desktop or purchase the one time license for QB Desktop 2021 to open the achieve file if required.

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