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ben156
Level 1

Migrating

Could somebody help me please and help me with simple advice amongst the huge amount of jargon out there!

I am migrating to a new Quickbooks online account to separate my sole trader and now new LTD company data.

I need to import my recent LTD company invoice history and expenses history (with our without receipt attachments) for an exact period since going LTD. I have exported the data from my old Quickbooks account but it isn't instantly obvious how to import my past invoice and expense history into my new Quickbooks account.

Can anyone help and give me a jargon free instruction how to do it?!

2 REPLIES 2
AnneMariee
QuickBooks Team

Migrating

Thanks for choosing QuickBooks, ben156. I'd be glad to help you with importing your transactions into your new QuickBooks Online QBO) company.

 

Let's deal with your invoices first. You mentioned you've already exported data from your old QuickBooks account. I'd like to confirm if you've saved it in a CSV format. Then, you'll need to prepare the data for import. You can follow the template available in your QBO account.

 

Here's where to find it:

 

  1. Go to the gear icon at the top-right corner of the screen.
  2. Under Tools, select Import data.
  3. Choose the Invoices option.
  4. Click Download an example under Upload your CSV file.

 

Once you've prepared the file in the correct format, upload the file on the same page where you downloaded the template using the Browse button. Then, click Next. Then, map the corresponding fields to your column headers.

 

Now, let's take care of your expenses. The option to import expenses into QBO is currently unavailable. To address this matter, I'd recommend considering using a third-party application that could help with the task.

 

Here's where you can find available supported apps in QuickBooks:

 

  1. On the left navigation panel, go to Apps.
  2. Navigate to the Find apps tab.
  3. Search for an app.
  4. Click Get app now.

 

Just ensure to grant the app the permissions it needs and configure it to your liking.

 

For more info, refer to these articles:

 

For future reference, here's a guide on generating reports to obtain valuable data about your business: Run reports.

 

Come back to the Community if you have other migration issues in QuickBooks, ben156. I'll be around to help you out.

Deity Alpha
Level 6

Migrating

@ben156 

You may consider purchasing a 3rd party migration service.

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