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Everything you need to know about banking in QuickBooks Online - Discover more
aarumuhan7-gmail
Level 1

In QB Online How to move all data from one company/profile to another? Both under one company same login details.

 
2 REPLIES 2
ShaniamarieC
QuickBooks Team

In QB Online How to move all data from one company/profile to another? Both under one company same login details.

Welcome to the Community, @aarumuhan. Let me provide some valuable information about moving all data from one company/profile to another, both under one company and with the same login details.

 

QuickBooks Online offers you the ability to create reports that provide valuable insights into your business. You can also export these reports to Excel if you need to use them outside of QuickBooks. However, please note that there are certain data limitations that apply to the export feature. If you need to export data that is not supported, you'll need to manually export and import it into the new QuickBooks Online company or any third-party application. 

 

Here is how to export your old data to Excel and save it to your computer. Then, import it to your new QuickBooks account to transfer your files:

 

  1. In your existing QBO account, click the Gear icon and select Export data.
  2. In the Reports tab, select the date range and choose the report you want to export.
  3. Click Export to Excel.
  4. Then, go to the Lists tab and select CustomersEmployees, and Suppliers, then click Export to Excel.

 

Here's an article you can read for more details: Export reports, lists, and more.

 

Once done, save the data to your computer and import it to your new QBO account. 

 

  1. Click the Gear icon, then select Import data.
  2. Select the data you want to import.
  3. Hit the Browser button and select the file you export.
  4. Click Next, then follow the onscreen instruction.

 

Additionally, if you want to know about the reports and lists that you can download or save to your local hard drive, you can refer to the article below. The article also explains how to extract your data from QuickBooks Online. Here are the links to the articles:

 

 

Feel free to comment below with any questions or concerns you have in moving all data from one company/profile to another and both under one company same login details. We are here to help. Happy New Year!

4Gal
Level 11

In QB Online How to move all data from one company/profile to another? Both under one company same login details.

@aarumuhan7-gmail 

You can purchase a 3rd party migration service or use a migration tool.

https://get.transactionpro.com/qbo

 

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