I have 10 years of history in QBO. Because of a new software integration we need to implement, I need to set up a new company file that can have data from 1/1/24 on, while keeping the 2012-2023 data in the old company file. I'm encountering an obstacle in setting up the new company file under the same account. What are my options?
You should sign up for a new QBO account.
Regarding your first QBO account, you can convert it to QB Desktop file and use the trial version to access historical data for good.
Welcome to the Community space, @stevecar.
Let me help you set up your new company file in the same QuickBooks Online (QBO) account sign-in.
Adding a new company file to the same QBO account has its own paid subscription. Visit the QuickBooks pricing page and select the subscription option you want. This opens one of two experiences:
Follow the on-screen instructions to create a new company file. You can also check this article for details: Create or add another company file to QuickBooks Online.
On the other hand, you can move your lists (vendors, customers, inventory, and chart of accounts) from 1/1/24 to your new company so you don't have to start from scratch. Here's how:
Keep in mind, that your companies are kept separate for a reason. Changes you make in the future to a list in one company won’t be updated in another company's list.
You might want to update your QBO sign-in info in the future. Feel free to read this article: Update or change your Intuit Account sign-in information.
If you have additional questions about creating a new company file in QBO, click the reply button below. I'll be willing to help. Keep safe and have a good one.
Thank you. We were able to open it. If we have any other issues with it I'll reply with another question.
Hi there, stevecar.
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