We appreciate you posting your concern here in the QuickBooks Community, @JP141. Let me share some steps and information about importing and exporting your data.
Yes, we can export and then import your company data to your new QBO account. If you're using the Advanced version, you can use the back up and restore feature to move your company data. For the detailed instructions, check out this article: Back up and restore your QuickBooks Online Advanced Company.If you're using other versions, we can only move the lists. However, we can utilize a third-party app or manually add your transactions to the new QBO account.
You can follow these steps to export:
- Go to the Gear icon.
- Under Tools, select Export data.
- On the Reports tab, set the date range.
- Add or remove items from the Reports and Lists tabs by turning the switch on and off.
- Hit Export to Excel.
It will prompt you that the export is successful. If you want to download other reports to Excel, please refer to this article on how:
To Import Data:
- Go to the Gear icon.
- Under Tools, select Import data.
- Select the data you want to import and browse for the CSV file.
- Hit Next.
If you want to use a third-party app, you can click this link to be routed directly: QuickBooks App Center.
Additionally, let me share this article that can answer some common questions about importing data: Import data to QBO.
Feel free to comment if you still have questions about moving your data. Have a lovely day, and take care.
