Question

import exp[ort

Forum|Forum|3 years ago
November 29, 2022
2 replies
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Hi i use quick books for 2 different companys,

I am now going to do invoicing and billing from just the one business,

instead of re adding the customers manually from company 1 to company 2 can i not export the customer list from company 1 and then have it import to the second.

i am merging both comanys.

i have played with the excel of import and export but i am getting no where. help please

QuickBooks Desktop

J

JamesM4

Hello widj3t,

Glad to have you connect with us here. I trust that all is going well with your business. QuickBooks is designed to help you streamline your accounting and I'll be happy to assist so you're on the right track.

The program allows you to manually transfer data from one account to the other with ease. Here's a helpful article that shows you the data you can export from your QB account: Export Data out of QuickBooks Online. I also encourage you to browse through the following article that shows you how to import data into an account.

You can also expedite/simplify the process of transferring your data using a third-party data migration app. I recommend looking into third-party apps on our app store using this link. You can search for an app using the app name or by entering keywords you're looking for the app to have as features. Otherwise, feel free to ask other questions, I'm here to help you achieve your QuickBooks goals.

Give this a try and let me know if you have questions. Otherwise, I wish you a great rest of the week!