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ben-jbpaccountin
Level 1

How to transfer data from existing quick book online to new QB online.

 
Solved
Best answer January 02, 2021

Accepted Solutions
ReymondO
QuickBooks Team

How to transfer data from existing quick book online to new QB online.

Glad to have you here in the Community, @ben-jbpaccountin.

 

Let me walk you through the process of how to transfer your existing QuickBooks data to your new account. You can export your old data to Excel and save it to your computer. Then, import it to your new QuickBooks account to transfer your files. Here's how:

 

  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.

 export.PNG

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.

 

You can check out this article for further guidance: Common questions about importing data to QuickBooks Online.

 

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.

View solution in original post

12 REPLIES 12
ReymondO
QuickBooks Team

How to transfer data from existing quick book online to new QB online.

Glad to have you here in the Community, @ben-jbpaccountin.

 

Let me walk you through the process of how to transfer your existing QuickBooks data to your new account. You can export your old data to Excel and save it to your computer. Then, import it to your new QuickBooks account to transfer your files. Here's how:

 

  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.

 export.PNG

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.

 

You can check out this article for further guidance: Common questions about importing data to QuickBooks Online.

 

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

How to transfer data from existing quick book online to new QB online.

@ben-jbpaccountin 

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.

chazza
Level 2

How to transfer data from existing quick book online to new QB online.

when we do an export in this way does it delete the data from QuickBooks?

Fiat Lux - ASIA
Level 15

How to transfer data from existing quick book online to new QB online.

@chazza 

No. You must delete the data on your old QBO account yourself or cancel your account and let Intuit delete your data after one year.

AbegailS_
QuickBooks Team

How to transfer data from existing quick book online to new QB online.

Hi there, @chazza

 

Fiat Lux - ASIA is right you can delete your old account or let Intuit delete your data within a year.  I’m here to add some information.

 

If your account has been active for more than 90 days, your data can't be deleted. Thus, we can cancel your account and start a new subscription. Here's how you can do it:

 

  1. Go to Settings and select Account and settings.
  2. Choose Billing & subscription.
  3. Then, select Cancel subscription.
  4. Follow the on-screen prompts to complete the process.

 

If your QBO account is less than 90 days old, you have the option to purge your account if you're using QBO Plus Essentials and Advanced versions. The system deletes all data entered into the company, and you're unable to restore or reverse it. I'd be glad to show you how:

 

  1. Sign in to your QuickBooks Online Company.
  2. Change the URL to include /purgecompany
  3. Example: Change https://app.qbo.intuit.com/app/homepage to https://app.qbo.intuit.com/app/purgecompany
  4. The next screen will provide a summary of the items to delete. Type YES to delete the data, then select OK.

 

Furthermore, you can visit this handy article for more details about this process: Delete your data and start over in QuickBooks Online.

 

For future reference, you can read through these resources to learn more about managing your data:

 

 

If you have any trouble with any transactions in QuickBooks Online, please let me know and I’ll do everything I can to help here in the Community! 

AGI Avant Group
Level 1

How to transfer data from existing quick book online to new QB online.

I’d like to know how to transfer all the data from one company to another as I just set up a new license for this company and need to move data over. Thanks

LieraMarie_A
QuickBooks Team

How to transfer data from existing quick book online to new QB online.

Hi there, @AGI Avant Group.

 

To clarify, are you trying to move from one QuickBooks Online company to another? To do so, you can follow these steps:

 

Export data from the original company:
 

  1. Log in to QBO for the original company.
  2. Go to the Gear icon and select Export Data.
  3. Choose the data you want to export, such as customers, vendors, chart of accounts, products, services, etc.
  4. Click Export to Excel. QBO will create a .zip file containing the exported data.

 

Import data into the new company:

 

  1. Log in to QBO for the new company.
  2. Go to the Gear icon and select Import Data.
  3. Choose the data you want to import from the .zip file, such as customers, vendors, chart of accounts, products, services, etc.
  4. Follow the prompts to import the data. 

 

However, if you need to transfer from QBO to QuickBooks Desktop, you can refer to this article for detailed steps: Migrate Data.

 

I’ll keep an eye out if you have more questions about managing your data. Just let me know in the comments. Have a wonderful rest of your day!

Fiat Lux - ASIA
Level 15

How to transfer data from existing quick book online to new QB online.

@AGI Avant Group 

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

https://get.transactionpro.com/qbo

 

franky4
Level 1

How to transfer data from existing quick book online to new QB online.

Hello, I just followed your instruction and exported all data and then go to new QBO (Accoutant version).

 

But when go to Import data page (Bring your existing data into quickbooks) but I can't find balance sheet /P&L/Trial balance....etc) other icon to import. 

 

So now I have all excel file for old account data but don't know how import.

 

Please advise thanks.

Regards

Franky4

Fiat Lux - ASIA
Level 15

How to transfer data from existing quick book online to new QB online.

@franky4 

You need to import starting from CoA, Lists (e.g Customer, Supplier, Item), and finally Transactions (e.g Bills, Bill Payments, Invoice, Receive Payments, Sales Receipt, Journal Entry).

https://quickbooks.intuit.com/learn-support/en-uk/help-article/import-export-files/common-questions-...

 

Another option, purchase a 3rd party conversion service.

amli2019
Level 1

How to transfer data from existing quick book online to new QB online.

According to this help article https://quickbooks.intuit.com/learn-support/en-uk/help-article/import-export-files/common-questions-... the data import must be performed in the following order

1. Customers
2. Suppliers
3. Products and services
4. Invoices
5. Bills

Assuming the specific order of imports is followed, does the migration of this data also include all previously entered Journal Entries, Bills (including attachments), Bill payments etc.? So that the end result is a 100% replica of the original account?

 

Thanks

Fiat Lux - ASIA
Level 15

How to transfer data from existing quick book online to new QB online.

@amli2019 

Customers, Suppliers, Product & Service = List 

Invoices, Bills = Transactions

Other transaction data (e.g Receive payments, Bill payments, Sales Receipt) = you can use a migration tool

https://get.transactionpro.com/qbo

 

Another option, buy a 3rd party migration service.

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