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November 13, 2021
Question

How to transfer one online quickbooks account to another online quickbooks account

  • November 13, 2021
  • 2 replies
  • 0 views
I have an online quickbooks account that my accountant had started for me, however, I want to do my own now so opened my own online quickbooks account. I want to transfer all those records to the new one.

2 replies

Fiat Lux - ASIA
November 14, 2021

Do you need to duplicate your data? Open a new blank QBO account

https://quickbooks.grsm.io/US

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

 

then utilize this app

https://rewindio.grsm.io/copy

 

 

medleygrpAuthor
November 14, 2021

Yes I need to duplicate my data. Someone else owns one of the quickbooks online accounts and then I recently opened my own.  I want my data from the first quickbooks online account to be copied to my own account.  I don't know how to do this.

November 14, 2021

Hello there, @medleygrp.

 

I can provide insights about transferring data to a new QuickBooks Online.

 

When transferring data from one QBO company to another, we can only move lists (customers, vendors, and others).

 

First, you'll need to export your list reports to Excel:

 

  1. Login to the account that has your lists.
  2. Choose Reports.
  3. Depending on what list you need to export, look for and access Account ListCustomer Contact ListVendor Contact List, or Product/Service List report.
  4. Edit or customize the list report's column.
  5. Once saved, export it.
  6. Access the exported report in Excel.
  7. Erase rows 1-4 to delete your company name and report title from the sheet.
  8. Save the report once more as Excel or CSV.

 

After that, you'll now have to import your lists to QuickBooks Online.

 

If you want to manually enter the transactions. You can also speak with your accountant about other choices. They understand what is best for you and your business.

 

 

Furthermore, if the old QBO account is under the accountant's QBOA account, you can transfer the account billing to the new one.

 

 

Keep us updated by leaving a reply on the comment section. The Community has your back always. Have a good one and keep safe!

February 14, 2023

Can I move invoices and expenses?

I have upgraded my account QB Online to QB Advanced with SOS. Now I would like to move/copy/export my invoices, expenses and bills (along with customers and other details) to the new account QB Advanced. How do I do that?

Fiat Lux - ASIA
February 14, 2023

@jmrravi 

You have upgraded from QBO Plus US version to QBO Advanced US version, correct? Why do you still need to migrate those transactions? Did you signup for a new QBO Advanced account?