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atdmotorservices
July 31, 2022
Question

transferring data to the new business owner

  • July 31, 2022
  • 1 reply
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Hi All

I'm about to sell my business, as part of the deal he gets all supplier and customer information including historical transactions. How do I transfer all this data to his quickbooks online account?

 

Allan

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
July 31, 2022

Why don't you consider just transferring your Primary Admin access to the new owner? Unless you only need to transfer CoA and Lists (vendor, customer, item, employee) with no transactions.

JoesemM
JoesemM
July 31, 2022

Hi, @atdmotorservices. I'm here to help you transfer the data to the new business owner.

 

You can transfer the data by exporting and importing the list in QuickBooks. To get started, you'll have to export your reports to Excel. Depending on what list you need to export, search for and run Account List, Customer Contact List, or Supplier Contact List report.

 

To export data, here's how:

 

  1. Log in to your QBO account.
  2. Go to the Gear icon at the top to choose Export data under Tools.
  3. In the Help make your experience better by letting us know why you're exporting window, pick the appropriate answer, and hit Continue.
  4. On the Export data page, select which one you wish to transfer: Reports or Lists.
  5. Click Export to Excel.
  6. Press OK to confirm.

 

Once done, they can import them to their QuickBooks Online account. For detailed steps on importing each list, you can view this article: Move your lists to QuickBooks Online.

 

For the transactions, manually enter them into your company. This is to ensure all the data is recorded in QBO. 

 

Also, you can consider using a third-party application that will help you transfer the data. Just visit our QuickBooks App Center and look them over to get a better comparison of these apps to see if one meets your needs.

 

I'm adding this article to answer the most commonly asked questions about importing data to QBO: FAQs about importing data to QuickBooks Online. It includes topics about the info you can import and importing a particular record from your contact list, to name a few.

 

 

Don't hesitate to drop a comment or post new questions in the Community if you need more help with QuickBooks. We're always here to provide our assistance again.

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