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Welcome to the Community, sthavera.
There is no direct way to migrate your existing QuickBooks Online subscription to another online subscription.
You can search for a third-party application that helps you with the migration process. Here's are the steps to route you to QuickBooks Apps:
All the applications listed are verified and approved by our product engineers to work best with QuickBooks Online.
The Community is always open if you have other questions. I'll be around to help. Wishing you a great day ahead.
You may have 2 options:
1. Utilize a migration tool
https:// transactionpro.grsm.io/qbo
2. Purchase a 3rd party migration service.
This is a ridiculous response from Intuit. If they actually wanted to benefit nonprofits by donating software so that nonprofits would have reduced costs for the QB, they would make this much simpler...
I just spent several days trying to accomplish this. We are in the situation of having 10+ years of transactions in one of the bank accounts.
Problems that Intuit and Tech Soup do not describe:
- Reconciliations do not copy over from one Company to another. So when you set up the new company with the access that Intuit donated to Tech Soup, you need to do ALL the reconciliations over again.
- Custom reports and Memorized/Recurring transactions do not copy over, so those need to be re-created.
- If you have any closed accounts, that info and those transactions do not copy over (or did not for us). So I was faced with the scenario of adding the account, importing the transactions, editing each one so that it was correct, etc.
If Intuit really wants to benefit Nonprofits, they need to adjust the billing in the back-end. There must be a way and apparently they refuse to do it...
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