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August 4, 2022
Question

Can I transfer old account information to my new account

  • August 4, 2022
  • 1 reply
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1 reply

August 4, 2022

Yes, you can @allenscleaning20.

 

Moving your data from your old QuickBooks Online (QBO) account to a new one can be done in a few clicks. 

 

You can export your list of reports from your old QBO account to Excel and transfer it to your new account. 

 

Let me show you how:

 

  1. On your old QBO account, click on Report from the left menu.
  2. Search for Account ListCustomer Contact ListVendor Contact List, or Product/Service List report.
  3. Customize the list report’s columns.
  4. After customizing, export it to Excel.
  5. Open the exported report in Excel, then delete rows 1-4 to remove your company name and report title from the sheet.
  6. Save your report again as Excel or CSV.

 

After that, import your lists to your new QBO account. For detailed steps on importing each list, see this article: Move your lists to QuickBooks Online.

 

For future reference for tips and related articles about the "How Do I" steps in QBO, visit our QuickBooks Community help website.

 

Should you need further assistance managing your new QBO account, feel free to visit the Community. Take care and have a great day