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102465
Level 1

How do I export all the information in my current quickbooks account (owned by my accountant), to a new quickbooks account?

 
2 Comments 2
RoseJillB
QuickBooks Team

How do I export all the information in my current quickbooks account (owned by my accountant), to a new quickbooks account?

It’s nice to have you here in the Community, 102465.

 

Let me add some guidelines to enable you to export your QuickBooks Online (QBO) data to another company file. Before so, you’ll want to check out this article for the reports, lists, and other data you can export: Export reports, lists, and other data from QuickBooks Online

 

Exporting data from QBO doesn't take that long. However, it'll also depend on your company file size. You may access your account through a regular web browser and export your file from there to ensure a smooth process. I'll show you how.

 

  1. Log in to QuickBooks Online as admin.
  2. Then, go to the Gear icon.
  3. Select Export Data.
  4. From the Reports tab, set the date range.
  5. Add or remove items from the Reports and Lists tabs by toggling the slider. 
  6. Then select Export to Excel.

 export data.PNG

 

Once done, you’re now ready to import the data to another company file. Also, please consider the following when importing them:

 

  • Make sure the information you want to import appears on the first page of your workbooks.
  • Make sure your spreadsheet has a header row. QuickBooks Online uses the first line for mapping purposes and does not import it.
  • Make sure that rows do not exceed 1000. If so, split the spreadsheet into smaller files and import them separately.

 

You can always tag me in your response if you have any additional queries about exporting and importing files in QBO. I'd be delighted to collaborate with you again. Have a great day!

Fiat Lux - ASIA
Level 15

How do I export all the information in my current quickbooks account (owned by my accountant), to a new quickbooks account?

The easiest way is to ask your accountant to transfer the Primary Admin role to you. Otherwise, make sure you can access your account as a Company Admin to proceed. Prepare your new blank QBO account.

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo

 

then you may have 2 ways:

1. Utilize a migration tool

https://transactionpro.grsm.io/qbo

 

2. Purchase a 3rd party migration service.

 

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