Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

Changing QBO to free subscription (QBOA

Hi I have a QBO paid subscription that I initiated before I had a QBOA account.  I'd like to use the free account provided in my QBOA account.  How do I get my historical data into the QBOA account and terminate the subscription?  What problems or issues will I encounter

 

Thanks

4 Comments
QuickBooks Team

Changing QBO to free subscription (QBOA

My pleasure to help get those historical data from QuickBooks Online (QBO) to your new Accountant (QBOA) version, Setsun.

 

You can export reports, vendors, customers, inventory, and chart of accounts' lists out of QBO and import them to QBOA. Just make sure to sign-in as an admin  to perform this process.

 

To export your list reports to Excel:

  1. Go to Reports from the left menu.
  2. Choose the statement you want to export.
  3. Customize the list report’s columns.
  4. Select each report below to check how their columns should be ordered.
  5. After saving your report, export it.
  6. Open the exported report in Excel.
  7. Delete rows 1-4 to remove your company name and report title from the sheet.
  8. Save your report again as Excel or CSV.

After you export and save your reports, you can import them to QBOA. For detailed steps on importing each list, see these articles:

To see how your Excel files should look, download and open these samples:

For your bank transactions, you'll want to connect your account to QuickBooks to download statements automatically. Or you can manually import older transactions.

 

Learn to check your progress on QBOA by using this checklist to download a printable PDF that you can reference.

 

Stay in touch if you need additional information about getting your historical data to QBOA. I'm always around to help.

Level 15

Changing QBO to free subscription (QBOA

@Setsun 

You may have other 2 options:

1. Utilize a 3d party migration tool

https:// transactionpro.grsm.io/qbo

 

2. Purchase a 3rd party migration service.

Level 1

Changing QBO to free subscription (QBOA

Hi,

 

How would I go about using this app to achieve my goal?  Thanks in advance.

Level 15

Changing QBO to free subscription (QBOA

Firstly, utilize the trial period to notice how it works. Connect TPExporter to your QBO account and export some data out of it. Connect TPImporter to your QBOA account and try import the data.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us