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mamerman
Level 1

Transferring all QB Online data from existing account to new account

I need to transfer all data from an existing Online account to a new account.  It needs to include all historical data for the past seven years.  Is this possible? I've looked at some of the import/export options and from what I'm seeing it takes multiples steps to import and export customers, vendors, transactions, etc.  What is the best way to make sure nothing is lost in the transfer?

1 Comment 1
Fiat Lux - ASIA
Level 15

Transferring all QB Online data from existing account to new account

You may open a new QBO account

https:// quickbooks.grsm.io/US

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

 

then you may have 2 options:

1. Utilize a migration tool

https:// transactionpro.grsm.io/qbo

 

2. Purchase a 3rd party migration service.

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