It's nice to see you posting here in the Community forum, Tamsinj.
To transfer your previous QuickBooks Online (QBO) data to your new account, you can utilize the Import feature. The data you can transfer includes:
- Bank Data
- Customers
- Vendors
- Chart of Accounts
- Products and Services
- Invoices
To ensure a smooth import, it's important to follow this sequence:
- Customers
- Vendors
- Products and services
- Invoices
To import data, here's how:
- Go to the Gear icon at the top.
- Under TOOLS, select Import data.
- Select the type of data that you want to bring in.
- Continue with the on-screen instructions to import successfully.
When it comes to importing your bank transactions, you'll need to first download CSV files of your transactions from your bank. Once you have the files ready, you can follow the detailed steps in this article: Manually upload transactions into QuickBooks Online.
For additional information on importing your data, you can refer to this article: Common questions about importing data to QuickBooks Online
If you have any other questions about importing your data in QuickBooks, feel free to ask in the comments below. I'm here to help, Tamsinj. Have a wonderful day!