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Level 1

exporting/importing all the data including transactions from one quickbooks online account to a second quickbooks online account

I currently run  both my client accounts and office accounts on the same quickbooks online account using different sales invoice numbers and would like to export/import all the data (including all transactions) from the 1st Quickbooks online account on to a 2nd quickbooks online account. Once done i would then journal out any remaining client balances on one account and run the online account as my office accounts  and any office balances  on the other quickbooks account running as my client accounts. Moving forward with them both split but without necessitating  input of all previous transactions for the year. Is there a way of doing this please?

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QuickBooks Team
QuickBooks Team

exporting/importing all the data including transactions from one quickbooks online account to a second quickbooks online account

Welcome aboard to the Community and thanks for choosing QuickBooks Online (QBO) as your accounting software. Let me share some information about transferring your QBO data from one account to another, gillga.

 

We can use the Export data feature to export reports/lists and non-posting transactions /attachments in your account. This allows you to download the data entered into your file to your local hard drive. Here's how:

  1. Go to the Gear icon on the top menu.
  2. Choose Export data.
  3. In the Reports tab, select the date range and choose the report you want to export.
  4. Click Export to Excel.
  5. Then, go to the Lists tab and select CustomersEmployees, and Suppliers, then tick Export to Excel.

To learn more about this one, check out these articles for more details:

Then, import the data to another QBO account. Let me show you how:

  1. Log in to the second account, then click on the Gear icon at the upper right.
  2. Under Tools, choose Import data.
  3. Select the type of data that you'd like to import.
  4. Click Browse to select a file to be imported.
  5. Tap on the Next button until finished.

See Common questions about importing data to QuickBooks Online article for more details about the importing process. Visit our Bring in your data page for more insights about importing your data. 

 

You can also check Intuit Marketplace and look for a third party application that might help you export/import the data including transactions from QBO account to another. We don't provide recommendations or support for third-party applications or websites; if you have an issue you will need to contact the provider of the third-party product.

 

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. You have a good one. 

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Level 14

exporting/importing all the data including transactions from one quickbooks online account to a second quickbooks online account

@gillga 

You may have 2 options:

1. Utilize a migration tool

https:// transactionpro.grsm.io/qbo

 

2. Purchase a 3rd party migration service.

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