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letters4darla
Level 1

How do I transfer data from a free QB SB sub. to a reg. QB subscription? Logins are the same. Must be done before Sunday night. Office was to be open 6-3 today, but isnt!

I was required to create a new pay-per month account- ok, fine- but I need 3 years worth of data transferred to the new acct from QB SB ASAP. Help!!
2 Comments 2
Fiat Lux - ASIA
Level 15

How do I transfer data from a free QB SB sub. to a reg. QB subscription? Logins are the same. Must be done before Sunday night. Office was to be open 6-3 today, but isnt!

What is QB SB? Do you mean QB Self Employed?

Mich_S
QuickBooks Team

How do I transfer data from a free QB SB sub. to a reg. QB subscription? Logins are the same. Must be done before Sunday night. Office was to be open 6-3 today, but isnt!

Thanks for dropping by, @letters4darla.

 

I can provide you with some tips on moving your QBO data from one account to another.

 

We are currently unable to transfer all of your data and transactions between accounts. You can start manually transferring your data if you created a new account. To get started, follow these steps:

 

 

To export the data:

 

  1. Click on the Gear icon.
  2. Select Export data.
  3. Choose which data you'd like to export.
  4. Select the Export to Excel button.

 

To import the data:

  1. Sign in to the new account, then hit the Gear icon.
  2. Under Tools, select Import Data.
  3. Choose the type of data that you'd like to import.
  4. Hit Browse to select a file to be imported.
  5. Select the Next button until finished.

 

For additional information about exporting and importing data in QuickBooks, read these articles:

 

If you don't want to transfer the files one by one, you can open the trial version and update your billing details. To do so, I recommend contacting our QBO Support Team for assistance with your subscriptions.

 

 

That should do it. Please keep in mind that QuickBooks is always available if you require assistance in the future about QuickBooks and transferring data. I'd be happy to answer them. Have a wonderful day!

 

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