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treasurer-greenb
Level 1

Can I copy business Quickbooks Online to Non-profit Quickbooks Online?

Can I copy business Quickbooks Online Plus to the TechSoup copy of Quickbooks Online Plus for non-profits
3 Comments 3
Fiat Lux - ASIA
Level 15

Can I copy business Quickbooks Online to Non-profit Quickbooks Online?

You may have 3 options:

1. Concert your data from old QBO account to QB Desktop, and convert it again to the new QBO account.

(+) Free

(-) Due to the limitations of the double conversion process, you will need extra effort to make adjustments

 

2. Utilize a migration tool

(+) Mostly identical

(-) Need effort with small fee

 

3. Purchase a 3rd party migration service.

(+) Mostly identical

(+) Effortless

(-) Higher conversion fee

DivinaMercy_N
Moderator

Can I copy business Quickbooks Online to Non-profit Quickbooks Online?

Yes, @treasurer-greenb. To do so, there are several steps that you can perform. Let's work together to finish it right away. 

 

I agree with Fiat's suggestions. In addition to that, you also can export the data of your QBO business company file and import it to your QBO nonprofit. Here's how:

 

  1. Open your company file and click on the Gear icon.
  2. Next, select the Export Data option.
  3. From there, set the date range on the Reports tab.
  4. Then, add or remove items from the Reports and Lists tabs.
  5. Once ready, click Export to Excel.

 

When finished, import the data to your other account. For reference, check out this article: Export reports, lists, and other data from QuickBooks Online. 

 

Additionally, I recommend reaching out to the TechSoup support team to ask for assistance to help you in migrating the data and copying it to your QBO nonprofit account. 

 

On the other hand, you might want to convert your QBO business account to a nonprofit by following the instructions in this link: Configure an account for a nonprofit organization.

 

The program also has a compilation of self-help videos that you can access to have a guide in doing your QuickBooks tasks. Browse through this page to get started: Learn about QuickBooks Online with how-to videos. 

 

Let me how the recommendation goes and don't hesitate to post again here. I'm always here ready to lend a hand and additional assistance. Have a good one and keep safe. 

treasurer-greenb
Level 1

Can I copy business Quickbooks Online to Non-profit Quickbooks Online?

We can't export and import the data, only the accounts, customers and vendors

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