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Good observation, Daisy7.
You're unable to export all data. All you can export are lists and reports. Then, import them to your new account. The transactions are entered manually.
You can use a third-party app, though, to import the data fully to the new account. You can visit our App store and explore the right app.
Feel free to click the Reply button below if you have additional questions. Take care!
You may have 2 options:
1. Utilize a 3rd party migration tool
https:// transactionpro.grsm.io/qbo
2. Purchase a 3rd party migration service.
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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