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March 26, 2023
Question

Business began as sole proprietorship, then incorp at a later date One QB co file has all data How to split entries up to certain date and trsfr latter to a diff co file

  • March 26, 2023
  • 2 replies
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2 replies

March 26, 2023

Hello, littlestarspd. 

 

We can export the reports, lists, and other non-posting transactions from your QuickBooks Online firm to other QB companies. This means you can easily download the data entered into your file and ensure you set the correct dates and files from another company.

 

These reports and lists export into excel. Ensure you follow the correct format to prevent errors once you import it to another company.

 

I'll show you how to do it: 

 

  1. Click the Settings icon.
  2. Under Tools, tap Export Data.
  3. On the Reports tab, set the date range.
  4. Add or remove items from the Reports and Lists charges by toggling the slider.
  5. Press Export to Excel.

 

Reports: General Ledger, Profit, and Loss, Balance Sheet, Trial Balance, Journal. 

Lists: Customers, Employees, Suppliers. 

 

For other Non-posting transactions, follow this article for guidance and detailed steps: Export data, reports, lists, and more from QuickBooks Online

 

Once you've finished exporting the data, you can start importing it to the other company. You can watch this video on how to do it: How to Import Data from Excel into QuickBooks Online

 

In case you've other questions about importing, here are the common ones about importing data to QuickBooks Online (FAQ)

 

I'll be here if you have further questions about your company file. Keep safe and have a good one.

Fiat Lux - ASIA
March 27, 2023

@littlestarspd 

You can purchase a 3rd party migration service or use a migration tool.

https://get.transactionpro.com/qbo