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JP141
Level 1

QuickBooks Online Importing

Is it possible to import all historical data from one QB Online to a new one for the same company?   Our current QB Online is not working and tech support has no solution.   We would like to create a new QB Online and import all the data out of the old one.

2 Comments 2
Deity Alpha
Level 2

QuickBooks Online Importing

You can purchase a 3rd party migration service or use a migration tool.

[removed]

 

JoanaC
QuickBooks Team

QuickBooks Online Importing

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. There's some data that we're unable to export, but we can utilize a third-party app or manually add it to the new QBO account.

 

You can follow these steps to export:

 

  1. Go to the Gear icon.
  2. Under Tools, select Export data.
  3. On the Reports tab, set the date range.
  4. Add or remove items from the Reports and Lists tabs by turning the switch on and off.
  5. 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:

 

  1. Go to the Gear icon.
  2. Under Tools, select Import data.
  3. Select the data you want to import and browse for the CSV file.
  4. Hit Next.

 

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.

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