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December 31, 2021
Question

Is there be a way of migrating what I need and just starting again?

  • December 31, 2021
  • 2 replies
  • 0 views
I'm done with trying to make this QBO account work. Is there a way to migrate what I need, leave what I don't, and just start again?

2 replies

Jen_D
December 31, 2021

Hey Matthew,

 

Thanks for reaching out today and allowing us to help you manage your data in QuickBooks Online.

 

If you need to retain your data, you can export reports outside QuickBooks. Here's how:

 

  1. Select the Gear icon at the top, then Account and settings
  2. Select Advanced on the left.
  3. In the Accounting section, select the pencil icon.
  4. Select the Accounting method drop-down and choose Accrual or Cash.
  5. Save your changes.

 

For other resources on how to manage your reports, see the following links: 

 

 

Another option is using a backup or migrator app. We have a separate forum called Intuit Developers. There you can find engineers who can help recommend third-party applications to use. Click this community link: Intuit Developers Community.

 

If you have other questions or concerns about your QuickBooks transactions, leave another below. I'll be more than happy to help. Sending our best wishes to you in the New Year ahead.

Fiat Lux - ASIA
January 1, 2022

@matthew-kapes-co 

Utilize a migration tool

https://transactionpro.grsm.io/qbo

 

If you are using QBO Simple Start or your account is > 60 days old, you should open a new blank QBO account instead.

https://quickbooks.grsm.io/EU