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sramb001
Level 1

Combine 2 Quickbooks Online accounts

Can I combined 2 quickbooks online accounts?  Same company with 2 bank accounts, each on a separate online account.  Thank you for any assistance.

1 Comment 1
MaryLurleenM
Moderator

Combine 2 Quickbooks Online accounts

You can import your data to the account you'd like to keep, sramb001.

 

Import your Chart of Accounts first. To prepare your Excel first for upload, follow the steps in this article: Move your chart of accounts to QuickBooks Online. Look for Step 1: Get your spreadsheet ready section.

 

When it's ready, go with these steps to upload the Excel file:

  1. Log in to your QBO company.
  2. Click the Gear icon.
  3. Select Import Data.
  4. Tap Chart of Accounts.
  5. Hit Browse, then search for the Excel file.
  6. Press Open, then Next.
  7. Follow the onscreen prompts to proceed. 

Next, you can upload CustomersVendorsProducts and Services, and Invoices.

 

To learn more about the import process, check out this article: Common questions about importing data to QuickBooks Online.

 

Furthermore, don't forget to cancel the account you will no longer use.

 

Stay in touch with me if you need further assistance.

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