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Andy Elsey
Level 1

Transfer all QB online data from existing account to new account

Hello all.

 

The third party supplier of my QB online accounts program is closing their service at the end of this month (May) so I need to backup all my data and transfer it to a new QB online account paid for directly by me.

Could you let me have details how to do it please.

12 REPLIES 12
Mark_R
QuickBooks Team

Transfer all QB online data from existing account to new account

Glad to have you here in the Community, @Andy Elsey.

 

You can export your QuickBooks Online (QBO) data to your computer and import it to your new account. Let me guide you through the process.

 

  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. Here's how:

 

  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.

I'm adding this article for more guidance: Common questions about importing data to QuickBooks Online.

 

However, if the data is coming from your third-party software, like Sage50, Xero, Kashflow, or VT, feel free to check out these articles for the detailed steps and information on how to transfer your data: 

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day and be safe.

Fiat Lux - ASIA
Level 15

Transfer all QB online data from existing account to new account

If the service provider manage your account in QBO Accountant, ask them to transfer the Master Admin role to your end.

https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-or-remove-quickbooks-online-comp...

 

Otherwise you will need another effort to migrate the data.

secheverri
Level 1

Transfer all QB online data from existing account to new account

Hey Mark!

 

Thank you for the information, I also found out Intuit acquired Chronobooks, which I also read was a great tool to do this, could you please provide some more information about how to do this using this new feature? 

 

Thank you! 

Fiat Lux - ASIA
Level 15

Transfer all QB online data from existing account to new account

@secheverri 

Intuit has acquired it last year but (unfortunately) it becomes a feature available only for QBO Advanced. You may open a new blank QBO account

https://quickbooks.grsm.io/UK

 

then you may have 2 options:

1. Utilize a migration tool

https://transactionpro.grsm.io/qbo

 

2. Purchase a 3rd party migration service

 

secheverri
Level 1

Transfer all QB online data from existing account to new account

Hey Fiat!

 

Thank you so much for your response, we do have QBO Advanced on both of the companies. I need to migrate the information from company A, our current company into company Z, the new company. Company A will no longer exist so I need to transfer all the information in it to company Z. Do you know if this is possible with the previously discussed feature? 

If not, how does that migration tool work?

 

Thank you for the help! 

Fiat Lux - ASIA
Level 15

Transfer all QB online data from existing account to new account

@secheverri 

We noticed you were posting the same question in the US Community. You may reply to the latest response if required. One more thing, we recalled there was an ongoing issue with that feature in the last 2 weeks. Yet we are not sure whether the issue is already resolved or not.  

ali jirde
Level 1

Transfer all QB online data from existing account to new account

hi i need to transfer date from the old account yo new account

Fiat Lux - ASIA
Level 15

Transfer all QB online data from existing account to new account

@ali jirde 

You may consider 2 options as I mentioned in earlier post.

GeorgiaC
QuickBooks Team

Transfer all QB online data from existing account to new account

Hi ali jirde

 

Thanks for joining this thread, are you looking to transfer data from a different software provider to QuickBooks? 

andy72
Level 1

Transfer all QB online data from existing account to new account

I had to open a new account and start from scratch because Intuit refused to transfer the data. My accountant did all the hard work.

Deb in Texas
Level 1

Transfer all QB online data from existing account to new account

I can tell you that it has not been resolved, as I have spent 15+ hours over a period of three weeks, with 2 dozen support techs racking up the hours of support, and not one person was able to tell me that this software has issues - except for a post you made on the US side a few weeks ago.

And yet, they are charging me $150 a month for the Advanced version, which we did not need if we could not transfer the files.

GeorgiaC
QuickBooks Team

Transfer all QB online data from existing account to new account

Hi Deb in Texas

 

Thanks for your post, I'm sorry to hear of the time you've spend migrating data. Please note this thread is in relation to the UK product, so if you're still needing any support for your US account please click the link here to be re-directed to their team. 🙇‍♀️