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November 16, 2024
Question

can i transfer all my transactions in one client books to a new client

  • November 16, 2024
  • 1 reply
  • 0 views
I have started a set of books with multi currency but I put in the wrong base currency so I cannot change it. I want to open a new client book in the correct base currency but I do not want to manually input everything. Can transfer transactions from old client to new client

    1 reply

    November 16, 2024

    I appreciate what you've done, Emma. Allow me to guide you in creating an account for your new client in QuickBooks Online (QBO).

     

    Firstly, ensure that you create a new account and set the appropriate currency. Next, identify the transactions that need to be transferred to maintain accuracy in your client's books.

     

    Although we don't have a direct tool for transaction transfers, we can explore third-party applications that integrate with QBO as an alternative. Here's how: 

     

    1. On the left panel, locate Apps
    2. Select Find apps
    3. Enter a keyword in the Search field or click on Browse

     

     

    You can check out these articles and learn what information can be imported and exported through QBO:

     

     

    Additionally, you can learn how to import and export data with MS Excel files.

     

    You might also find these articles helpful for understanding user roles, access permissions, and usage limits:

     

     

    Please let me know if you have additional concerns about transferring your files to QBO. I'm always available to help. Have a good one.