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usermctchat
Level 1

I do have two quickbooks account. i need to keep only one: the quickbooks essentials, but i will like to transfer my data from the other account 9payroll core

 
2 Comments 2
Jen_D
Moderator

I do have two quickbooks account. i need to keep only one: the quickbooks essentials, but i will like to transfer my data from the other account 9payroll core

Thanks for posting here, @usermctchat,

 

I can provide some insights on ho to manage your data if you need to keep only one QuickBooks account.

 

Before you discontinue the service, you will need a third-party app to transfer the data. We currently don't have a direct tool to transfer data between QuickBooks Online accounts. Consider checking our third-party tools that handles data transfer between QBO.

 

Visit our applications website here: https://apps.intuit.com/app/apps/home

 

When you're ready to cancel your account, perform the steps below:

 

  1. Click the Settings icon at the top right section of your Dashboard.
  2. Tap Account and Settings.
  3. Under Billing & Subscription section find your payroll service.
  4. Then look for the option to Cancel or Cancel trial.
  5. Answer the short survey, before saving the changes.

If you we're billed for the subscription fee just recently, I recommend contacting our Support Team first to discuss your billing and refund options. To get in touch with us:

 

  1. Go to the (?) Help menu and choose Contact Us.
  2. Enter Account Management and Billing in the box then press Let's talk.
  3. Choose the contact option you want from the result.

 

After the termination your data will be available in "Read Only mode" for a certain period of time. See this link to learn more: Cancel your QuickBooks Online subscription or trial.

 

 

Also, before you cancel your subscription with us, make sure that you have done the following:

 

  • Printed necessary payroll forms and reports you might need in the future.
  • Paid any outstanding tax deposits and filed tax forms.
  • Make your own arrangements to retain the data after that time.

 

To print reports:

 

  1. Go to the Reports menu and select the report you want to print or export.
  2. Find the report you want to save a copy for, then click to open it.
  3. Make sure to select the correct dates before running it.
  4. When the data is correct, click the Print or Export icons.

 

If you need additional help with the cancellation, feel free to reach out to me. I'm always here to provide further assistance with anything QuickBooks related. Have a good one!

Fiat Lux - ASIA
Level 15

I do have two quickbooks account. i need to keep only one: the quickbooks essentials, but i will like to transfer my data from the other account 9payroll core

@usermctchat 

Utilize a migration tool

https:// transactionpro.grsm.io/qbo

 

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