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January 15, 2022
Question

Transferring information to a new account

  • January 15, 2022
  • 1 reply
  • 0 views

My books are a mess and I want to start fresh. I downloaded my list of accounts, vendor list, customer list, and product and service list so I can import those into my new account. Is there anything else I will need to download before I delete my old account? Sales tax/payroll tax filings?

Thanks!

1 reply

Fiat Lux - ASIA
January 15, 2022

You can utilize an exporter tool to export any transactions you want to import it later to your new QBO account.

https://transactionpro.grsm.io/qbo

 

Then consider having a backup restore app to integrate with your new account.

https://rewindio.grsm.io/quickbooks