A

Anonymous

Question

What is the best way to migrate a QBO company file to another Intuit account?

Forum|Forum|5 years ago
February 15, 2021
16 replies
113 views

I do the bookkeeping for a small company in QBO and we are transitioning them to another bookkeeper. This is the only QBO in my Intuit account, but I use Intuit for other services (tax stuff), so I don't want to just reassign my whole Intuit account to the new bookkeeper. I'll need to create them an Intuit account because they don't currently have one (they were using mine). Once I do that, what's the best way to "migrate" (if that's the right word) the QBO company over to a different Intuit account?

QuickBooks Online

IamjuViel

Level 8

Hello there, @gburleigh.

Let me guide you in the step-by-step process to transfer your client's company data to the new QuickBooks Online account.

You can export the lists and other data from the QuickBooks Online account to the new one. Here's how:

Log in to your client's existing account.
Go to the Gear icon.
Choose Export data.
Toggle the data you want to export to On.
Click the Export to Excel button.

Once completed, you'd see a .ZIP file containing the exported data. You can read through his article for more detailed steps: Export reports, lists, and other data from QuickBooks Online

Now, you can start importing them to the newly-created QuickBooks Online account. You can follow the steps below:

From the new account, then click the Gear icon.
Choose Import Data.
Select the type of data that you'd like to import.
Click Browse to select a file to be imported.
Pick the Next button until finished.

You can find more details about the import process in this article: FAQ's about importing data to QuickBooks Online.

Know that if there's anything else you need, you can always leave a comment below. It's always a pleasure to help.

A

Anonymous

@IamjuViel is there any option to simply "assign" the Company over to the new Intuit account? I'm nervous about exporting and then importing.

Fiat Lux - ASIA

Level 14

@1334646

Open a new QBO account

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

then you may have other options:

1. Utilize a migration tool

https:// transactionpro.grsm.io/qbo

2. Purchase a 3rd party migration service.

P

PS5844

If I open my QB Online target file and then import all of my data from another QB Online source file, does it remove the data from the source file or is it simply copying it to the target file that is open?

I ask because if something goes wrong, would I have another chance to move all of the data from the online source file to the online target file?

JasroV

Level 8

Great question you have there, @PS5844.

I'll share some insights about importing data to QuickBooks Online (QBO).

Yes, you got it correct. When importing data to QBO, it'll only copy the data from your source file. Thus, you can still re-import your data in case you run into some issue with your first attempt.

Furthermore, you'll want to ensure you've mapped the data correctly to import them seamlessly. You can utilize this article for the complete details: Common questions about importing data to QuickBooks Online.

In case you need to export your data from QBO, please see this resource for guidance: Export Data out of QuickBooks Online.

If there's anything else you need help with importing your data to QBO, please don't hesitate to let me know. I'll be around more than happy to help you. Keep safe!

Sign up

Login with SSO

Let's get you signed in

Login with SSO