Question

Moving Company Data QBO

Forum|Forum|3 years ago
October 12, 2022
2 replies
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I have moved from a partnership to a limited company, so from date of incorporation need to move my QBO data from old account to new account. I have seen articles on exporting data and importing. However individual lists are created and not in the correct format that the import process requires! Is there not a simple process of moving data from date X without spending hours getting the exported spreadsheets into correct format and the dealing with errors, even though the export is from QBO?

QuickBooks Online

C

Charies_M

Good day, tanahmed01.

I can share some insights about transferring your QuickBooks data from one account to another.

In QuickBooks Online (QBO), we're unable to entirely transfer your data and transactions between accounts. If you signed up for a new account, you can start transferring your data manually. In order to do so, you'll need to meet the requirements to complete the process.

For more information about importing or exporting data, you can check out these articles:

In case you need the steps on how to transfer data from the old to new account. Here are the steps to get started:

To export the data:

On your QuickBooks account, go to the Gear icon.
Select which data you'd like to export.
Click on the Export to Excel button.

To import data:

Log in to the new account, then click on the Gear icon at the upper right.
Under Tools, choose Import Data.
Select the type of data that you'd like to import.
Click Browse to select a file to be imported.
Click on the Next button until finished.

Know that the Community is here if you need further help with the process of importing and exporting data. You can always count me in. Have a good one.