Showing results for 
Search instead for 
Did you mean: 
Level 1

Transferring information from one QBO account to another -

I have a client who kept track of business with two classes. The classes are now separate LLCs. A new QBO account has been opened for one LLC. He is keeping the existing account for the other LLC. Is it possible to copy all the information to the new account and then delete what I don't need? Can I export everything using a backup and restore file? Has anyone created two company accounts out of one existing account? 

2 Comments 2

Transferring information from one QBO account to another -

Good day, kaydebbie.


I'm here to help transfer data from one QuickBooks file to another company.


The process of creating a backup file and restoring it is available in QuickBooks Desktop. In QuickBooks Online, you can export lists and import them to the other company.


Here's how:


  1. Go to the Gear icon.
  2. Choose Export data
  3. Toggle the data you want to export to On.
  4. Click the Export to Excel button.

Once completed, you'd see a . ZIP file containing the exported data. If you need to get other transactions, you can use reports and export them.


You can read through this article since there are other entries that you need to export separately: Export reports, lists, and other data from QuickBooks Online.


You can also utilize a third-party application to help migrate the entire data. Please visit our QuickBooks App store and find an app from there. Or you can use other apps outside of the store.


Let me know if you have other concerns about transferring data. I'm always around to help you.

Fiat Lux - ASIA
Level 15

Transferring information from one QBO account to another -


You may have 2 ways to separate the data:

1. Utilize a migration tool


2. Purchase a 3rd party service.


Need to get in touch?

Contact us