Exporting Quickbooks clients to a new related company

Hi there, @RonB 24. I’ll share information about exporting data from your client’s books in QuickBooks Online (QBO).

Right now, exporting data is only limited to reports, lists, and other data from QBO. Thus, transporting your client’s invoice template is unavailable. Moreover, you can utilize a third-party application that works with exporting templates from your books. 

Then, follow the on-screen instructions to connect this app to your company file. For further guidelines with the integration, you may reach out to third-party app support.

Otherwise, they can re-make these templates manually into their new QBO file. You can let your client visit this resource for complete guidelines: Customize invoices, estimates, and sales receipts in QuickBooks Online.

I’ll be delighted to work with you again if you have more queries about managing client data or any QuickBooks-related topics. I wish your business to prosper. Have a good one!