Question

Trying to import old quickbooks online general ledger into new quickbooks online company - Can this be done?

Forum|Forum|2 years ago
January 2, 2024
2 replies
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Setup a company (ran for 4 years) that was managed (administrated) externally by a CPA firm till business was sold. Once sold, I had to setup a new QB online company but am trying to import my old companies general ledger into my new company's general ledger to show transaction history for the 4 years. Can this be done in QB Online?

I see I can export GL data (which I have done) but I can only import invoices, journal entries and bills. Does this mean I need to take the GL data and segment into the 3 import options to bring into QB Online? Seems wrong.

Anyone out there had to do this and have a suggestion? Please/Thanks

John

QuickBooks Online

T

Trish_T

Hello Kinger64,

Welcome to Community! QuickBooks Online provides the features you need to complete your goals in a timely fashion. Having the ability to import your general ledger is a valuable time saver. I would be happy to help!

Before uploading your file, you'll need to make sure it's in .csv format. It should include columns for the Account name, Type, Detail type and Number. Here's a detailed guide to assist you with importing the chart of accounts in QuickBooks Online.

Feel free to reach out again, if you have other questions. We are always glad to assist!

4

4Gal

@Kinger64

You can purchase a 3d party migration service. Another option, use a migration tool.

https://get.transactionpro.com/qbo