How to transfer a company to a new account

I'll guide you about moving your data from the old QuickBooks Online (QBO) company file to your new accounts, kelly.

Before we start, please know that we can only manage one QBO company under one subscription. Moreover, we can have multiple companies under the same Intuit account. Having this will allow us to quickly switch between companies to efficiently manage everything.

If the old companies that you were referring to are the advanced versions, we can create a copy and use them in your new ones. Please see this article for the complete guidelines and to know what data can't be included during the process: Make a copy of your QuickBooks Online Advanced company.

On the other hand, if these are from QuickBooks Simple Start, Essentials, or Plus, we can export the data to extract them from your old file to the new company. Here's how:

1. Go to the Gear icon and select Export Data.
2. Select the date range in the Reports tab and toggle on the options or data you want to export.
3. Select Export to Excel.

Additionally, here is an article you can check when exporting them: Export reports, lists, and other data from QuickBooks Online.

To start moving them into the other company file, please follow the steps outlined in this article: Common questions about importing data to QuickBooks Online.

Moreover, you can utilize various financial reports to get a snapshot of your business's financial growth. I also added a resource where you can refer to the complete guidelines for customizing it:

• Run reports in QuickBooks Online
• Customize reports in QuickBooks Online

Feel free to reach out with any concerns or questions about handling company data. I'm here to help and just a post away. Have a good one!

@kelly-daufeldt-o 

Why don't you ask the bookkeeper to transfer the Primary Admin access of each QBO account to you? You don't have to migrate any data.

Thank you!

Once I have the copy of the backed up company from my mother in law's account (assuming on a usb drive),  I go to my own account and open the new, blank company.

I select "import data" from the gear icon.  The only options to import are bits and pieces of the old comany like invoices, chart of accounts, or expenses.  I don't see an option to import the entire old company and everything in it.  

I have Quickbooks Advanced as does the old company on my mother in law's account that we are trying to move.  

Thank you again for your help,

Kelly

Thank you!

Once I have the copy of the backed up company from my mother in law's account (assuming on a usb drive),  I go to my own account and open the new, blank company.

I select "import data" from the gear icon.  The only options to import are bits and pieces of the old comany like invoices, chart of accounts, or expenses.  I don't see an option to import the entire old company and everything in it.  

I have Quickbooks Advanced as does the old company on my mother in law's account that we are trying to move.  

Thank you again for your help,

Kelly

She currently has 6 companies on her account. 

She will be keeping 3 of them when I take over the other 3.  I think for this reason she can't just transfer her account to me by making me Primary Admin, am I correct?  I am very new to all of this...clearly!  lol

I appreciate your help!

Once I have the copy of the backed up company from my mother in law's account (assuming on a usb drive)

What kind of copy do you mean? Do you have QB Desktop files? i.e *.qbb

Hi, Kelly. I appreciate the additional details of your situation. Let me join this conversation and help you further.

You can request to be invited as a Primary Admin to the three companies you'll take over. Then, use the QuickBooks Online (QBO) Advanced backup feature to copy each company file to a corresponding blank company file. Rest assured that this process will not require the use of a USB stick to transfer the data. I'd be glad to show you the process of accomplishing this.

First, as SIAB suggested, transfer the Primary Admin access to the three companies to your Intuit account. Refer to this article for the detailed steps: Request to be the primary admin or contact.

Since you have created three new QBO Advanced accounts, you can set up the Online Backup & Restore app for the six existing company files. Here's how:

1. Follow the steps to Turn on the Online Backup & Restore app for your QuickBooks Online Advanced data for Companies A and B.
2. Next, follow the steps to Turn off automatic backup for Company B only.
3. Then, turn off all automation settings in both Company A and B:
   1. Go to the Gear icon, then Account and settings.
   2. Select Advanced, then Automation.
   3. In the Automation section, turn off each option, then select Save.

For the rest of the steps to copy an existing company file to a new company file, refer to Step 3 of this article: Make a copy of your QuickBooks Online Advanced company.

For future reference, I'm adding this article for managing your Intuit Account if you need to update any account information: Manage your Intuit Account online.

We'll be here in the Community if you have further questions about importing data to QBO or requesting to be the primary admin of multiple companies. We'll do our best to assist. Take care!

I don't know what kind of copy I need of the old company.  I guess I was just assuming she would be able to put the whole company on a usd drive of some sort and I can just upload it to my new, blank company??  There has got to be a simpler way, doesn't there !   

If we change the Primary Admin to me on the three existing companies, how does that affect the subscription/payment of the three companies I am looking to take over?    I currently have a new QB account with 3 blank companies on them, waiting to receive the date from the existing companies.

I hope I am making sense.  I appreciate your help very much!

@kelly-daufeldt-o 

I am still confused. Do you need to convert data from QB Desktop to QB Online or else?

If you need to transfer data from an existing QuickBooks Online (QBO) account to a new QBO account, you can copy the data from the old account to the new one, @kelly-daufeldt-o. I can guide you through the process to ensure a smooth transition.

1. In Settings, click Back up company.
2. From the Action dropdown, click Turn on auto backup.

1. In Settings, click Back up company.
2. Choose Add Company.
3. Select the Search for a company dropdown menu, then pick a company.
4. Hit Next, then Connect.
5. Find the company you want to back up.
6. Select the Action dropdown menu, then select Run full backup.

After setting up the Online Backup & Restore feature in both accounts, you should see both companies listed on the Home page of your Online Backup & Restore app, with only the old company having the backup enabled.

Once configured, you can now copy the data from the old company to the new one. I can provide you with further guidance on this process if needed:

1. In the old company's Settings, click Back up company.
2. Both companies should be on the Online Backup & Restore homepage.
3. From the Action ▼ dropdown menu, select Copy for the old company.
4. Check if the Copy has the old company listed.
5. Choose the date and time of the backup you want to restore in the As-of field.
6. Verify that the Copy has the new company listed.
7. Hit Create Copy.
8. Type the new account's name and tap Copy to approve you want to overwrite the new company with a copy of the old company.

Once complete, you will receive an email notification. The time it takes for the transfer to finish may vary depending on the amount of data you have. Please note that there may be some data that cannot be backed up. To learn more about these data and to understand more about the process, please visit the following link: Make a copy of your QuickBooks Online Advanced company.

On the other hand, if you choose to take over those companies by adding yourself as the primary admin, you'll gain full access, including the ability to manage users and view/modify company settings and financial data.

The billing information remains tied to the account owner. The one who initially set up the subscription will still be responsible for the billing unless the billing information is updated to reflect your details. If you also take over the billing responsibilities, you can update the billing information in the QBO settings.

Note that if you opt for this path, make sure to cancel the new blank companies you've opened to avoid additional charges.

Furthermore, you can seamlessly import your customers and vendors from your email contacts in QBO by exporting your lists as spreadsheets from Outlook, Gmail, Excel, or Google Sheets.

Lastly, if you're finished with the process and need help managing your new company file in BQO, let us know. We're here to assist you in any way. Take care!