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againstthegrainz
Level 1

How do I merge the Info for my trial account to my paid account? After my trial account was over I renewed the subscription however it created a new account

 
2 Comments
AileneA
QuickBooks Team

How do I merge the Info for my trial account to my paid account? After my trial account was over I renewed the subscription however it created a new account

Hi there, @againstthegrainz

 

Thanks for reaching out for support here in the Community. I can share some insights about transferring your QBO data from one account to another.

 

At the moment, we're unable to entirely transfer your data and transactions between accounts. If you signed up for a new account, you can start transferring your data manually. To export data, click the Gear icon > Export Data. You're able to export the General Ledger, Profit and Loss report, Balance Sheet, Trial Balance, and Journal report. You can also export your Customer, Employee, and Supplier list.  

 

exx.PNG

 

To import data into a new QuickBooks account, click the Gear icon > Import Data. You can import Bank Data, Customers, Suppliers, Chart of Accounts, Products and Services, Invoices, and Bills. Importing and exporting your data won't help in moving everything from one account to the other, but it can move the main components of your account into a new company file. 

 

imm.PNG

 

For more information about importing or exporting data, you can check out these articles:  

 

 

Additionally, you can open the trial version and update your billing information if you don't want to transfer the files one at a time. To do this, I'd recommend getting in touch with our QBO Support Team to get help with your subscriptions. 

 

That should do it. Please know that QuickBooks is always here if you need it in the future. I'd be glad to answer any additional questions should you have any. Have a great day!

Fiat Lux - ASIA
Level 15

How do I merge the Info for my trial account to my paid account? After my trial account was over I renewed the subscription however it created a new account

@againstthegrainz 

Utilize the trial period of this migration tool.

https:// transactionpro.grsm.io/qbo

 

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