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jhogan590
Level 1

I just got a new client that use to be on QuickBooks on-line and would like to merge the data from the Dormant account to the new account

 
2 Comments 2
Amanda-B
QuickBooks Team

I just got a new client that use to be on QuickBooks on-line and would like to merge the data from the Dormant account to the new account

Hey there jhogan590,

 

Thanks for reaching out to us here and welcome to the QuickBooks Community! It's always a pleasure to see new faces. QuickBooks Online is a great tool that gives you the option to export and import data to and from QuickBooks. Let me show you how!

 

Making sure your exporting information correctly is important. There are certain things you can and cant export. Here is a helpful guide that will show you how to export data from QuickBooks. It also shows you what you can export. In addition, I recommend checking out these articles on how to import data into the new QuickBooks account correctly.

 

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

Fiat Lux - ASIA
Level 15

I just got a new client that use to be on QuickBooks on-line and would like to merge the data from the Dormant account to the new account

@jhogan590 

You may have 2 ways:

1. Utilize a migration tool

https://transactionpro.grsm.io/qbo

 

2. Purchase a 3d party migration service.

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