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lysanne-kayceeae
Level 1

Is it possible to backup full company data to restart new file when the original company file was not created properly?

We want to be able to still access previous file but create a completely new file with a new chart of accounts.
2 Comments 2
Alex M
QuickBooks Team

Is it possible to backup full company data to restart new file when the original company file was not created properly?

Hi there lysanne-kayceeae,

 

It's vital that all your information be properly entered so that your books can be well balanced. QuickBooks Online is a great tool able to help you keep track of transactions so that you can see the financials of your business. I can point you in the right direction to import data.

 

IthingQuickBooks Online, there isn't the ability to transfer all data from one QuickBooks Online subscription to another all at once. The information you could import into a QuickBooks account from reports generated within another QuickBooks Online would be located in the Gear Icon, then import data. This includes bills, invoices, your chart of accounts with account balances, journal entries, customers, suppliers as well as products and services. You can create a new subscription by navigating to this page and selecting which subscription level you want for the new account. You can also view more information about importing CSV and Excel files to QuickBooks Online by clicking on this link.

 

If you have any other questions, feel free to reach out here.

Fiat Lux - ASIA
Level 15

Is it possible to backup full company data to restart new file when the original company file was not created properly?

@lysanne-kayceeae 

You can utilize a 3rd party tool to export your Lists and Transactions

https://get.transactionpro.com/qbo

 

then purge your QBO account or signup for a new account if you are using QBO EasyStart

https://quickbooks.grsm.io/Canada

 

As an additional option, utilize the backup restore app later

https://partnerwithus.rewind.com/quickbooks

 

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