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justin58
Level 1

We are looking to start afresh with our Quickbooks system but don't want to lose existing data. Are we able to export all data to include PO's and invoices too?

 
6 REPLIES 6
John C
QuickBooks Team

We are looking to start afresh with our Quickbooks system but don't want to lose existing data. Are we able to export all data to include PO's and invoices too?

Hi justin58 What system are you using at the moment,? You;'re able to import invoices in a Excel/CSV format into all our small business products however it's not possible to import Purchase Orders.

justin58
Level 1

We are looking to start afresh with our Quickbooks system but don't want to lose existing data. Are we able to export all data to include PO's and invoices too?

Hi John,

 

Thanks for the reply. So, am I able to export PO's and invoices to a CSV file? I understand I can't import PO's from your response.

 

Thanks again.

John C
QuickBooks Team

We are looking to start afresh with our Quickbooks system but don't want to lose existing data. Are we able to export all data to include PO's and invoices too?

Hi Justin58 You'll be able to export Purchase orders and Invoices in a CSV format but you'll only be able import invoices.

Fiat Lux - ASIA
Level 15

We are looking to start afresh with our Quickbooks system but don't want to lose existing data. Are we able to export all data to include PO's and invoices too?

@justin58 

If you are unable to purge your account, you have to open a new blank QBO account.

https://quickbooks.grsm.io/UK

 

Should you need to migrate some portions of your data (e.g PO's, Invoices) from old account to the new one, you should explore this migration tool.

https://transactionpro.grsm.io/qbo

 

justin58
Level 1

We are looking to start afresh with our Quickbooks system but don't want to lose existing data. Are we able to export all data to include PO's and invoices too?

Thank you. So, is it possible to change the email addresses associated with my existing account as we would want to use them with the new one?

Fiat Lux - ASIA
Level 15

We are looking to start afresh with our Quickbooks system but don't want to lose existing data. Are we able to export all data to include PO's and invoices too?

You may use the same email address to manage multi QBO accounts. I would recommend to change your email address from old account should you need to use it on the new one.

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