cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
jayne6
Level 1

My sole proprietor business is changing to limited company status. Will I be able to export my stock list, customer and supplier details into a new Quickbooks account?

 
Solved
Best answer February 11, 2020

Accepted Solutions
John C
QuickBooks Team

My sole proprietor business is changing to limited company status. Will I be able to export my stock list, customer and supplier details into a new Quickbooks account?

Hi Jayne6

 

You are able to export and import the product and services, customers and supplier lists. Select the cog/gear icon in the top right hand corner of the screen > Product and services > select the export icon above the word action > In the new account select the cog/gear icon > Import Data > Product and Services > Select a CSV or Excel file to upload.

To export the customer list select sales > customers > select the export icon above the word action > import to the new account > select the cog/gear icon > import data > customers > select CSV...

To export the suppliers list select expenses > suppliers > select the export icon above the word action > import to the new account > select the cog/gear icon > import data > suppliers > select CSV...

 

View solution in original post

1 REPLY 1
John C
QuickBooks Team

My sole proprietor business is changing to limited company status. Will I be able to export my stock list, customer and supplier details into a new Quickbooks account?

Hi Jayne6

 

You are able to export and import the product and services, customers and supplier lists. Select the cog/gear icon in the top right hand corner of the screen > Product and services > select the export icon above the word action > In the new account select the cog/gear icon > Import Data > Product and Services > Select a CSV or Excel file to upload.

To export the customer list select sales > customers > select the export icon above the word action > import to the new account > select the cog/gear icon > import data > customers > select CSV...

To export the suppliers list select expenses > suppliers > select the export icon above the word action > import to the new account > select the cog/gear icon > import data > suppliers > select CSV...

 

Need to get in touch?

Contact us