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

Can I start over with quickbooks online and transfer my data from my existing quickbooks online with the exception of employees?

 
2 Comments 2
JamesM
QuickBooks Team

Can I start over with quickbooks online and transfer my data from my existing quickbooks online with the exception of employees?

Hi there,

 

QuickBooks Online make it easy to transfer your data and I'd be glad to show you how.

 

You'll have to manually transfer your data in and out of QuickBooks by following the steps below:

 

To export the data:

  1.     On your QuickBooks account, go to the Gear icon.
  2.     Select which data you'd like to export.
  3.     Click on the Export to Excel button.

To import the data:

  1.     Log in to the new account, then click on the Gear icon at the upper right.
  2.     Under Tools, choose Import Data.
  3.     Select the type of data that you'd like to import.
  4.     Click Browse to select a file to be imported.
  5.     Click on the Next button until finished.             

For more information about importing or exporting data, you can check out these articles: 

I want to make sure I'm on the same page as you. What's the reason you'd like to start over? 

plung
Level 6

Can I start over with quickbooks online and transfer my data from my existing quickbooks online with the exception of employees?

@cmccafferty ,

Explore this workaround option for your case

1. Open a new account

https://quickbooks.grsm.io/Canada

https://quickbooks.grsm.io/Canada-fr

 

2a. Utilize the trial period of 3rd party migration tool

https://transactionpro.grsm.io/qbo

 

or

 

2b. Utilize the trial period of the youngest company family member to copy your data between QBO accounts.

https://www.chronobooks.com#_r_chrono

 

Need to get in touch?

Contact us