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dee.gorgevic
Level 1

I need to transfer all customer data, all data and invoices to a new QB company. Can I do that without typing them individually and if I can, what is the best way?

I need to recreate the customers accounts as they are now in a new company.
2 REPLIES 2
JamaicaA
QuickBooks Team

I need to transfer all customer data, all data and invoices to a new QB company. Can I do that without typing them individually and if I can, what is the best way?

We can transfer the customer names and re-enter their transactions, @gorgevic. I'll ensure we can achieve this in a breeze.

 

To start, let's export these data as lists to Excel and then import it to your new QuickBooks account. I'll show you how:

 

  1. Go to the Gear icon and select Export data.
  2. Click the Lists tab and switch off Employees and Suppliers.
  3. Tap Export to Excel.

 

After that, follow these steps to add your customers' names to the new one:

 

  1. Go to the Gear icon and select Import data.
  2. Choose Customers.
  3. Browse the folder where you save the exported list and pick the Excel file.
  4. Map your data and click Next.
  5. Adjust your data if necessary and tap Import.

 

We can also import transactions such as invoices, credit notes, and sales receipts from a CSV file. However, we're unable to Export them. That said, I recommend looking for a third-party app that suits your needs.

 

Here are some references that can help you with downloading your data from the old QBO account and importing multiple invoices to the new company:

 

 

You can also check out these resources about importing lists

 

 

If you have any other questions about moving data, add them below. I'll be here to help you accomplish your tasks. Stay safe.

Fiat Lux - ASIA
Level 15

I need to transfer all customer data, all data and invoices to a new QB company. Can I do that without typing them individually and if I can, what is the best way?

@dee.gorgevic 

You can use a migration tool.

https://get.transactionpro.com/qbo

 

Use a backup restore app to lower any risks if required.

https://partnerwithus.rewind.com/quickbooks

 

Another option, purchase a 3rd party service to help.

 

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