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.

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

@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.

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:

• Export Data out of QuickBooks Online
• Common questions about importing data to QuickBooks Online

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! 

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

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!

@AGI Avant Group 

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

https://get.transactionpro.com/qbo

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

@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.

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

@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.

The files I am able to export do not seem to match up with the options to import. For example, there isn't an option to export products and services, but you can import. I cannot seem to export invoices, but can import them. Help! 

I understand the importance of having a seamless process for exporting and importing your data. I can share some insights about transferring your QuickBooks data from one account to another, @brittney d.

In QuickBooks Online (QBO), we're unable to entirely transfer your data and transactions between accounts. If you signed up for a new account, you can start transferring your data manually. In order to do so, you'll need to meet the requirements to complete the process.

On the otherhand, while the direct option to export products and services is currently unavailable, you can still access your products and services from the sales tab within the platform and manually export the transaction details to Excel. Once exported, you can edit the Excel format as needed to suit your requirements.

See screenshot below for your reference. 

As for the export of invoices, while this option is not directly available within our platform, you may consider utilizing a third-party app that supports the import of invoices into our system. There are several third-party apps that offer seamless integration with our platform and can facilitate the import of invoices from external sources.

To confirm, you can visit QuickBooks Online App Store then, search the app name on the search bar.

For more information about importing or exporting data, you can check out these articles:

• Export Data out of QuickBooks Online​
• Common questions about importing data to QuickBooks Online

Know that the Community is here if you need further help with the process of importing and exporting data. You can always count me in. Have a good one.

@brittney d 

You can purchase a 3rd party migration service. Another option, use a migration tool as mentioned earlier.

https://get.transactionpro.com/qbo

Can you still use the old account to record transactions?

Can you recommend one?

@dcmuller 

Can you recommend one?

If you need to purchase a 3rd party migration service, you can contact @Fiat Lux - ASIA 

Will the steps described here transfer ALL data?  For example, will inventory be included?  I have a nonprofit that has been with QBO for many years but wants to use a tech soup subscription.  I am nervous about getting all of their data transferred correctly.

I appreciate you joining this thread to ask about your concern about moving data to another QuickBooks account, LMatters. I can lay out information about it in QuickBooks Online (QBO).

There are only selected transferrable data that you can import to your other QuickBooks account. Included in them are your inventory items.

Here's the complete list of importable data:

• Bank Data
• Customers
• Suppliers
• Chart of Accounts
• Product and Services
• Invoices
• Credit Notes
• Sales Receipts
• Journal Entries
• Bills

Moreover, to ensure a seamless data importation, please refer to this article for complete guidance: Move your lists to QuickBooks Online.

Meanwhile, for other data or transactions that aren't transferrable, you may consider using a migration tool so you can move everything. You can find it in the QuickBooks App Store or look for one outside the program.

You may also review these articles that provide further details on the importing process so you're well-equipped when proceeding with the task:

• Export data out of QuickBooks Online.
• Common questions about importing data to QuickBooks Online.

This thread is always open for more data migration or other concerns around QuickBooks features. Just reply on this thread, and I'll be around to lend a hand.

@LMatters 

Why did you mention TechSoup? Are you in the US or UK?

US.

@LMatters 

Do you need to migrate data from QBO UK to QBO US? You can purchase a 3rd party service to do so.