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gabriella6
Level 1

How can I import my supplier and client list from my current Quickbooks to my new Quickbooks account?

I started a new Quickbooks account and I want to import the history of my old account into my new one. This includes past sales and expenses as well.
2 Comments 2
Trish_T
QuickBooks Team

How can I import my supplier and client list from my current Quickbooks to my new Quickbooks account?

Hello gabriella6,

 

Welcome to Community!

 

QuickBooks Online enables you to export your data and save it to your computer's hard drive.  This makes importing your information to your new QuickBooks Online account, effortless.  You can export multiple reports and lists into individual Excel files, in one batch.  I would be glad to assist!

 

Here's how to export your reports or lists:

 

1. Go to Settings ⚙

2. Select Export data

3. Set the Date range

4. Choose the reports you want to export 

5. Hit Export to Excel.

Here's a helpful guide for your reference.

 

When your ready to import your data, I encourage you to follow the steps here.

 

If you have other questions, feel free to reach out.  We would be happy to help!

SIAB
Level 4

How can I import my supplier and client list from my current Quickbooks to my new Quickbooks account?

@gabriella6 

Another option, use a migration tool (exporter and importer). It's a $299 one time license.

https://get.transactionpro.com/qbd

 

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