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Deb in Texas
Level 2

Can I transfer my data between two QBO accounts? I put all my data into a trial account. When I purchased QB, a new account was created. I need to get my data

The conversion has taken place - it only required 3 hours of time and someone who actually knew what he was doing.  

 

It only required:

  1. Install Trial Version of QuickBooks Desktop Pro (10 minutes)
  2. Sign up for a third party exportmybooks.com – and export the file to QuickBooks Desktop Pro (1 hr and 5 minutes) (Had to pay $199 to retrieve the file, but I have a copy now) – When we disconnected from the software, there should be a refund to my credit card.
  3. Export the file from desktop version and import to QuickBooks Online
  4. Tech Support walkthrough all of the steps to get each module done.
Deb in Texas
Level 2

Can I transfer my data between two QBO accounts? I put all my data into a trial account. When I purchased QB, a new account was created. I need to get my data

Since none of the methods of transferring data from QBO Advanced to a new QBO Advanced worked I finally gave up after 15 hours with QB support and 2 dozen tech support people.  I went back to QB Online Support and Mark helped me download a trial version of QuickBooks, Export the QBO Advanced account with exportmybooks.com, and upload to the new QBO Advanced account.  Mark told me that I could set up a trial with exportmybooks.com and told me that they would not charge my credit card, even though I had to put in a credit card number to retrieve the exported file.  He said that when I disconnected from the app, the refund would be generated.

WRONG!!!!!  Here is the reply from exportmybooks.com

We regret to inform you that the information provided to you by the Intuit representative was incorrect. We are not affiliated with Intuit and are a third-party vendor, as such Intuit does not have the authority to offer our services for free or offer a refund on our behalf.

We understand this situation is a misrepresentation of our services and misleading to you as a customer. Unfortunately, we cannot offer a refund for a successful conversion. Please contact the representative with whom you spoke and request that Intuit reimburses you for the purchase and we apologize for this inconvenience.

Intuit really needs to get your staff trained properly.  Now besides the 15 hours, 2 dozen people, an upgrade to Advanced for two different accounts, I'm also out $199.00.

 

Fiat Lux - ASIA
Level 15

Can I transfer my data between two QBO accounts? I put all my data into a trial account. When I purchased QB, a new account was created. I need to get my data


@Deb in Texas wrote:

 

Intuit really needs to get your staff trained properly.  Now besides the 15 hours, 2 dozen people, an upgrade to Advanced for two different accounts, I'm also out $199.00.

 


@Deb in Texas 

I saw your earlier posting about the refund but hesitated to comment anything. Yet I am not surprised when the 3rd party vendor is declined to refund your payment. It is why we always ask our clients to use the Chat service, not the Callback service.

DisByYou
Level 1

Can I transfer my data between two QBO accounts? I put all my data into a trial account. When I purchased QB, a new account was created. I need to get my data

See, @Deb in Texas, it's your fault for not using the chat button.

Novice2021
Level 1

Can I transfer my data between two QBO accounts? I put all my data into a trial account. When I purchased QB, a new account was created. I need to get my data

Hello,

 

How did you end up transferring in the customer and vendor transaction level data? Looking at an acquisition and have the same issue.

Fiat Lux - ASIA
Level 15

Can I transfer my data between two QBO accounts? I put all my data into a trial account. When I purchased QB, a new account was created. I need to get my data

@Novice2021 

Utilize the migration tool as I mentioned earlier

https:// transactionpro.grsm.io/qbo

 

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