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Need help with the 25/26 payroll year-end?Ask Us Anything
Muhammad-Asif-Khan
Level 1

how to transfer last year data

 
2 REPLIES 2
Jayson_E
QuickBooks Team

how to transfer last year data

Handling your query depends on what type of data you're trying to transfer, Muhammad.

 

To assist you better, could you please provide more details? Specifically, what data are you looking to transfer? (e.g., transactions, customer lists, bank data, etc.) Also, are you looking to export data from QuickBooks Online (QBO) or import data into the program? Providing these additional details will help us guide you more accurately.

 

In the meantime, if you want to export your transactions from QuickBooks Online, you can run a transaction report for the desired dates, then use the export button to download the data as an Excel file. This way, you can get a detailed list of your invoices, payments, or other transactions that you can save and use outside of QuickBooks.

You can also check out this article to learn more about what type of data can be exported from QBO: Export your data from QuickBooks.

 

If you meant something different or have additional questions, please feel free to reply below.

SIAB
Level 7

how to transfer last year data

@Muhammad-Asif-Khan 

What data? Transfer from what source?

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