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sthavera
Level 1

I work for a non-profit and we need to go to QB Advanced under a different email in order to get discounted software. What is the best way to transfer this information.

We need to transfer our company data from WB Online under a current email address to Quickbooks Online Advanced under a different email in order to get a discount through Techsoup. What is the best way to transfer the company data.
2 Comments 2
DivinaMercy_N
Moderator

I work for a non-profit and we need to go to QB Advanced under a different email in order to get discounted software. What is the best way to transfer this information.

Welcome to the QuickBooks Community, @sthavera.

 

I'd be glad to show you step by step process in transferring QuickBooks Online (QBO) company data to another. 

 

To do this, you can export your list and other info from your company allocated on the current address to the company under a different email. Here's how:

 

  1. Log in to the QBO account under the current address.
  2. Navigate to the Gear icon and choose Export data.
  3. Select the data you want to be imported.
  4. Once finished, click the Export to Excel button.
  5. When finished, you'd see a .ZIP file containing the exported data. 
  6. Next is to import the files to the other QBO company.

 

For additional reference about the process, see this link: Common questions about importing data to QuickBooks Online.

 

Also, feel free to reach out to our Customer Care team to further help you with your QBO tasks. 

 

Get back to me here if you have further concerns about transferring your company data from one QBO account to another. I'm just a post away to help. Take care always. 

 

Fiat Lux - ASIA
Level 15

I work for a non-profit and we need to go to QB Advanced under a different email in order to get discounted software. What is the best way to transfer this information.

@sthavera 

TechSoup will give you a new blank account and Support won't help to migrate the data. You may have 3 ways to migrate the data:

1. Utilize a migration tool

https://transactionpro.grsm.io/qbo

2. Utilize the Copy feature

https://rewindio.grsm.io/quickbooks

3. Purchase a 3rd party migration service.

Contact us in private for details.

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