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LEONARD-CHIRA
Level 1

How do I move data from a trial account to an already purchased account in quickbooks online?

How do I merge data from a trial version to a subscribed and fully paid account?

3 Comments 3
Erika_K
QuickBooks Team

How do I move data from a trial account to an already purchased account in quickbooks online?

You'll need to move the data manually, Leonard.

 

While there isn't a direct way to merge the trial and fully paid account, you can instead export the data from the trial account and import it into the paid account.
 

Here's how:
 

  1. Log in to the trial account.
  2. Go to the Gear icon and choose Export data.  
  3. Select the necessary data you want to export and click Export to Excel.
  4. Once done, log in to the paid QuickBooks Online (QBO) account.
  5. Navigate to the Gear icon and select Import data.
  6. Choose the type of data you want to import and hit Import.
  7. Follow the onscreen prompts. 
  8. Review and confirm the mapping of fields to ensure the information transfers correctly.
     

I've also added this article to learn about some frequently asked questions about importing data: Common questions about importing data to QuickBooks Online.
 

I'll still be here if you have further questions about moving your data. 

LEONARD-CHIRA
Level 1

How do I move data from a trial account to an already purchased account in quickbooks online?

Thank you so much. This really helps!

JaneDave_I
QuickBooks Team

How do I move data from a trial account to an already purchased account in quickbooks online?

You're more than welcome, Leonard.

 

We're pleased to hear that the guidance from my colleague @Erika_K was helpful in addressing your concerns. The Community is always eager to support you and ensure your business operations run as smoothly as possible.

 

Please don't hesitate to revisit this thread if you have any further questions or require help with managing your data in QuickBooks. The Community is here to support you at any time.

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