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

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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 List, Customer Contact List, Vendor 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.

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