cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Do you have a question about self-assessment or anything else? - Ask it here!
accounts277
Level 1

Hi, I have a QuickBooks SimpleStart from 2013, I'm very happy but now I have opened an online account and I don't know how to transfer all clients. Please help. Martin.

 
2 REPLIES 2
Fiat Lux - ASIA
Level 15

Hi, I have a QuickBooks SimpleStart from 2013, I'm very happy but now I have opened an online account and I don't know how to transfer all clients. Please help. Martin.

Try exporting the customer list data from your SimplaStart and import them into QBO.

Adrian_A
Moderator

Hi, I have a QuickBooks SimpleStart from 2013, I'm very happy but now I have opened an online account and I don't know how to transfer all clients. Please help. Martin.

I agree with Fiat Lux - ASIA, Martin.

 

We can import them to your new account. Before doing so, we'll have to export them first.

 

Once exported, you're good to import them to the new account. Please follow the steps below in order to do it:

 

  1. From the Gear icon, select Import Data.
  2. Select Clients.
  3. Click Browse and then select a file.
  4. Click Open, and then Next.
  5. Map the fields.
  6. Click Next.
  7. Review your client's list to be imported.
  8. Click Import.

 

However, we're unable to bring in all their data. However, we can look for a third-party app that can help us get their data. 

 

All you have to do is click the Apps tab. Then, search for an application.

 

You can check this article for the detailed steps to export: Export customer data to Excel.

 

There you have, Martin. You always have me in case there's anything that I can help!

Need to get in touch?

Contact us