Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
There's no direct data migration feature between QuickBooks Online accounts, Ellwood. However, you can transfer information by exporting lists from your current account and then importing them into your new subscription.
I'll provide the details on how you can do that.
First, follow these steps on how to export the list to Excel:
- Go to the Gear or Settings ⚙ icon and select Export data.
- Select the reason for exporting, then choose Continue.
- Proceed to the Lists tab, then add or remove lists by turning the switch on or off.
- Click Export to Excel.
- Choose OK to make sure that it’s done.
Check out this article for additional details about this process: Export your QuickBooks Online data.
Next, go to these articles for a step-by-step guide on how to import the data:
- Importing a chart of accounts
- Importing customer and vendor contacts from Outlook, Excel or Gmail
- Importing products and services
- Common questions about importing data to QuickBooks Online
Regarding financial transactions, you have the option to manually upload them using a CSV file format. Go to this article for a detailed guide on this process: Manually upload transactions into QuickBooks Online.
Since you're working with a new subscription, allow me to share these articles to help you get started:
- Get started and adjust settings after you sign up for QuickBooks Online
- Get started with QuickBooks Online
Please feel free to reply or create a new post in the forum if you need further assistance moving data and working in QuickBooks as a whole. We’re committed to supporting you throughout your QBO journey.
