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YJ4
Level 1
posted
‎November 16, 2022 01:52 AM
last updated ‎November 16, 2022 1:52 AM

Old QBO to new QBO

Hi, we currently sign up the QBO with the local agent in Singapore last year. This year, we have already signed up directly with Intuit. Can we check do we need to transfer/migrate all data from old QBO to new QBO or we can ask the local agent to transfer the subscription to us so that we can continue to use the QBO? 

 

Understand that transfer/migrate all data by using export/import date function is troublesome and there is risk of losing data. Can we check if QB able to update the new company ID for the existing company ID so that all existing data will be automatically transfer under the new company ID.

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5 Comments 5
Angelyn_T
Moderator
Moderator
‎November 16, 2022 03:08 AM

Old QBO to new QBO

I appreciate you for adding your first post, @YJ4. 

 

Yes. You can ask the local agent to transfer the subscription to your name by transferring the master admin rights. This way, you'll continue to manage the old QuickBooks Online (QBO) file. I understand that you want to combine the data between two files. At this time, we won't be able to merge multiple company files or IDs. You need to export and import your data manually to move your old files to your new account.

 

You can learn more about the process from these links:

 

 

We've also assembled answers to some of the frequently asked questions about importing data to QuickBooks, you can see the details here: Common questions about importing data to QuickBooks Online.

 

If you have additional questions while handling your QuickBooks data, let me know by adding a comment below. I'm always here to help. Keep safe!

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Fiat Lux - ASIA
Level 15
‎November 16, 2022 03:53 AM

Old QBO to new QBO

@YJ4 

If you are not already using your new QBO account, you should ask your accountant or existing Primary Admin to transfer the role to your side. You don't need to sign up any new account.

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YJ4
Level 1
‎November 16, 2022 05:31 PM

Old QBO to new QBO

Hi @Angelyn_T , thanks for your reply. Actually we are not combine the data between two files. When we approach the sales team when switching subscription, we were not informed by them that we can actually ask the local agent to transfer master admin right to us for us to continue to use the old QBO. However, the sales person asked us to sign up new account instead. We had signed up the new account but after that we were informed that the migration need to be done manually and some information maybe missing. Can we understand why we are not informed by the sales team at the first place that we can ask local agent to transfer to master right to us for us to continue to use the old QBO?

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Adrian_A
Moderator
Moderator
‎November 16, 2022 06:47 PM

Old QBO to new QBO

I appreciate you for getting back to us, YJ4.

 

I understand how it feels when a piece of information wasn't given clearly. I'll take note of your experience with our phone support agents.

 

You may also send Feedback with regard to your experience with the agent. You can do that by clicking the Gear icon and then selecting Feeback.

 

If you want to cancel the new account, you can browse this article for the detailed steps of the process: Cancel QuickBooks.

 

If you have other concerns about importing data, you can check this reference:  Common questions about importing data to QuickBooks Online.

 

I'll be around whenever you need help managing your QuickBooks account.

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Fiat Lux - ASIA
Level 15
‎November 16, 2022 06:51 PM

Old QBO to new QBO

@YJ4 

Can you still access your old QBO account as a Company Admin? 

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