Hiw to transfer clients from one account to the other

It's wonderful to hear that your business is thriving and your client list is rising, Greatshine. I've got various processes to move clients from one account to another in QuickBooks Online.

Are you referring to transferring your client to a different QuickBooks Online Accountant profile? If so, then, see the steps below:

1. Sign in as a primary admin to QuickBooks Online Accountant.
2. Go to Settings.
3. From the Tools column, choose the Transfer clients.
4. Review the profile in the TRANSFER TO section, then pick the Next button.
5. In the TRANSFER FROM section, choose the profile from which you want to move clients.
6. Select the checkboxes for the clients you want to move to the other profile. Select the Move clients, then Done.

On the other hand, if you are referring to importing a client list into QuickBooks Online Accountant, you must first export the client list to Excel from Profile's Client Explorer or Classic Database.

Then, import your client list:

1. Navigate to  Your Books in the left pane, choose  Sales, then select  Customers.
2. From the New customer dropdown list, select the Import customers. Download a sample file for your reference.
3. Pick the browse option and choose the file to upload.
4. Map the data fields to the QuickBooks Online fields. Review and select the Import button.

However, if you need to import or export a client list using other versions like Simple Start, Essentials, or Plus, you can utilize the Import Data feature from the Gear icon in QBO. Refer to this page for your guide: Import customers to QuickBooks Online. You need to download the sample file and follow the mapping format to avoid issues when importing.

I'm also on this page for more questions about importing data: Common questions about importing data to QuickBooks Online.

For any additional questions about your client list, please don't hesitate to reach out. We are here to assist you in achieving successful outcomes.