cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Chrea
Level 8

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

@finance-printexp 

Did you use the following template?

RefNumberTxnDatePaymentRefNumberCustomerPaymentMethodDepositToAccountInvoiceApplyToLineAmountPrivateNoteCurrencyExchangeRate
128/11/202050245Janice JohnsonCheckChecking101100,00   
228/11/20204908Leonard Walker IncCheckChecking102138,78   
328/11/20204908Lisa SmithCheckChecking103126,50   
finance-printexp
Level 1

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

Yes, I used this template. It keeps facing error or review. The error says invalid invoice but when I checked our QuickBooks online, the invoices are there.

 

 

Chrea
Level 8

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

Are you experiencing the error only for a specific invoice number or ALL outstanding invoices?

finance-printexp
Level 1

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

Half of the outstanding invoices, I have 6000+ invoices, only half is imported half is error

 

 

 

Moshe kohn
Level 1

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

Can you help me out?

JoesemM
Moderator

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

You're in the right place, Moshe.

 

I'd be happy to assist you in achieving your goal. Could you provide more details about the help you need? This will allow me to understand your situation better and provide an accurate solution.

 

If you're looking to transfer information from an old QuickBooks Online (QBO) account to a new one, you can export data from the old account and import it into the new account. Here's how:
 

  1. Go to the Gear icon and select Export Data.
    1.png
  2. Set the date range on the Reports tab.
  3. Toggle the slider to add or remove items from the Reports and Lists tabs.
    2.png3.png
  4. Select Export to Excel.

 
Your data will be saved in a zip file containing individual Excel files. Then, you can import them into the newly created QBO account. Please follow the steps below:

 

  1. From the new account, select the Gear icon.
  2. Click Import data.
    4.png
  3. Check the type of data you'd like to import.
    6.png
  4. Select Browse to choose a file.
  5. Click the Next button until finished.

 

For further guidance, refer to this article: Common questions about importing data to QuickBooks Online. The FAQs included can help address your concerns regarding data importation.

 

Feel free to comment if you have questions about transferring data or handling financial transactions in QBO. I'm here to help.

SIAB
Level 7

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

@Moshe kohn 

You can purchase a 3rd party service to migrate data to a new QBO account.

Need to get in touch?

Contact us