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.

@kaydebbie25 

You may have 2 ways to separate the data:

1. Utilize a migration tool

https://transactionpro.grsm.io/qbo

2. Purchase a 3rd party service.

I have the same question but need directions on how to do it with QB Desktop. 

Thank you for joining this conversation, GwynnMVP. Rest assured, you'll have a smooth transition from your current company file to another. I will provide instructions on how to do it in QuickBooks Desktop.

To get started, we need to create a backup file to ensure the data is saved before moving. Also, write down your QuickBooks license and product key since these details are needed to activate QuickBooks on a new computer.

Next, install QuickBooks on your new computer by following the installation wizard. When it asks, enter your license and product key. After that, transfer your backup file from the old computer to the new one using a USB drive, external hard drive, or cloud storage.

Then, restore the company file in QuickBooks Desktop.

1. Open QuickBooks.
2. Choose the File menu, then Open or Restore Company...
3. Restore the file based on its type: Windows company file (.qbw). 
4. Select Open a company file, then select Next.
5. Open the appropriate folder, then choose the company file.
6. Select Open, then enter the password.

On the other hand, if you’re using QuickBooks Desktop as a new single user, check out this page for a simple guide on moving your files: Move or reinstall QuickBooks Desktop to another computer.

After that, if the restoring process is successful, I recommend updating your account to keep QuickBooks up-to-date refer to this article: Update QuickBooks Desktop to the latest release.

Additionally, if you run into issues restoring your backup files, we can also fix this through this article: Fix backup company file issues in QuickBooks Desktop.

Let me know if you have other concerns about the QuickBooks Desktop migration process. I'm still willing to lend a helping hand. Take care.