cancel
Showing results for 
Search instead for 
Did you mean: 
pfallc
Level 1

Can I integrate my quickbooks accountant data into my quickbooks small business account?

I believe I made the wrong account for our company. I made an Accountant profile and uploaded all of our customers and created invoices on there, realizing that I am no accountant and only need a small business account. Can I transfer data between the two?

2 Comments 2
Archie_B
QuickBooks Team

Can I integrate my quickbooks accountant data into my quickbooks small business account?

Thank you for joining the Community, pfallc.

 

Currently, there is no option to transfer data directly from QuickBooks Online Accountant to a QuickBooks Online account. We can use the export and import features to transfer your data to a QuickBooks Online account.

 

When you click the Gear icon in the upper-right corner, you'll see these options (see screenshot below). Please keep in mind that you can only import certain types of data into the system.

 

Alternatively, you can check for third-party apps that is compatible with QuickBooks. You can visit this link for the Intuit Apps store to see if there is an app that provides migration services.

 

I've also included this article for more information and to make sure your data imports properly in QuickBooks Online: Common questions about importing data to QuickBooks Online.

 

If you have any further questions about data transfer, please use the Reply button. Have a wonderful day.

Fiat Lux - ASIA
Level 15

Can I integrate my quickbooks accountant data into my quickbooks small business account?

@pfallc 

Prepare a new blank QB Online account

https://quickbooks.grsm.io/Australia

 

then you may have 2 ways to migrate data:

1. Utilize a migration tool

https://transactionpro.grsm.io/qbo

 

2. Purchase a 3rd party migration service.