cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
widj3t
Level 1

import exp[ort

Hi i use quick books for 2 different companys,

I am now going to do invoicing and billing from just the one business, 

instead of re adding the customers manually from company 1 to company 2 can  i not export the customer list from company 1 and then have it import to the second.

i am merging both comanys.

i have played with the excel of import and export but i am getting no where. help please 

2 Comments 2
JamesM4
QuickBooks Team

import exp[ort

Hello widj3t, 

 

Glad to have you connect with us here. I trust that all is going well with your business. QuickBooks is designed to help you streamline your accounting and I'll be happy to assist so you're on the right track. 

 

The program allows you to manually transfer data from one account to the other with ease. Here's a helpful article that shows you the data you can export from your QB account: Export Data out of QuickBooks Online. I also encourage you to browse through the following article that shows you how to import data into an account.


You can also expedite/simplify the process of transferring your data using a third-party data migration app. I recommend looking into third-party apps on our app store using this link. You can search for an app using the app name or by entering keywords you're looking for the app to have as features. Otherwise, feel free to ask other questions, I'm here to help you achieve your QuickBooks goals. 

 

Give this a try and let me know if you have questions. Otherwise, I wish you a great rest of the week!

Fiat Lux - ASIA
Level 15

import exp[ort

@widj3t 

You can't use Excel to migrate your List data. You need to use one of these migration tools

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Need to get in touch?

Contact us