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April 6, 2024
Question

I pay 600.00 time 6 accounts and I can't even talk to a person. I need help. I had to open a new account and I want to transfer the old account to the new.

  • April 6, 2024
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1 reply

April 6, 2024

What do you mean with "transfer"? Do you need to migrate data from one QBO account to another QBO account.

April 6, 2024

It's my pleasure to see you here, charlene8. Allow me to guide you through the steps for transferring your current QuickBooks data to your new account. 

 

In QuickBooks Online, there isn't a direct way to transfer data from the old account to your new company. The only option we have is to manually transfer your CustomersEmployeesVendors, Products and Services.

 

Begin by exporting your old data to an Excel file and saving it onto your computer. Next, import this file into your new QuickBooks account to successfully transfer your files. Here are the detailed instructions:

 

  1. In your existing QBO account, click the Gear icon and select Export data.
  2. In the Reports tab, select the date range and choose the report you want to export.
  3. Click Export to Excel.
  4. Then, go to the Lists tab and select CustomersEmployees, and Vendor, then click Export to Excel.

 

 

You can refer to the provided article for further information: Export reports, lists, and other data from QuickBooks Online.

 

After completing the export process, ensure to save the data onto your computer. Then, proceed to import it into your new QuickBooks Online (QBO) account.

 

  1. Click the Gear icon, then select Import data.
  2. Select the data you want to import.
  3. Hit the Browser button and select the file you export.
  4. Click Next, then follow the onscreen instructions.

 

Furthermore, if you wish to contact our support team, you can visit this page to see the detailed instructions: QuickBooks Online Support.

 

Feel free to reach out if there's anything more I can assist you with regarding QuickBooks. I'm here to support you every step of the way. Wishing you a wonderful day, and stay safe!