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quinton1
Level 1

How do I export my products and services list to transfer to another account?

 
1 Comment 1
JamesM
QuickBooks Team

How do I export my products and services list to transfer to another account?

Hi quinton1,

 

QuickBooks is a one-stop-shop program which is designed to make your work easier. Among other amazing features, QB Online makes it easy to export your products an services and I'll show you how. 

 

Here's how to export your Products and Services as an Excel:

  1. From the left menu, select Sales then Products and Services.
  2. Select the More dropdown error, then select Run Report.
  3. Select the Export to Excel icon.

Since you're moving the data to another account, here's how to import data in QB Online: Import products and services from Excel. The article will show you all the formatting steps required to successfully import your data to an account. 

 

There you go! You now know how to export and import your Products and Services. If you have other questions, don't hesitate to leave a comment below. I'd be happy to steer you in the right direction. 

 

Otherwise, enjoy the rest of your week! :) 

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