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Level 1

I have another account threw quick book books that my old account had . Is there a way to combine account

 
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Moderator

I have another account threw quick book books that my old account had . Is there a way to combine account

Good day, remellon.

I'm here to provide some information about merging two company files in QuickBooks Online (QBO). 

The option to merge two company files in QBO is currently unavailable. However, you can either enter transactions manually or import the data into the company file moving forward. You are able to combine vendors, customers, products and services, employees, and accounts from your old account to another within the program. 

To export lists from your old QBO account, you can follow these steps:

  1. Click on the Gear icon.
  2. Choose Export Data.
  3. Go to the Lists tab.
  4. Click on the radio button to export lists for CustomerEmployees, and Vendors.
  5. Then, click on Export to Excel.

To export accounts:

  1. Go to Reports.
  2. Type in Account List in the search field.
  3. Click on the Export icon.
  4. Choose Export to Excel.

To export Product and Services:

  1. Click on the Gear icon.
  2. Select Products and Services.
  3. Click on the Export to Excel button.

I've added some articles that will walk you through in importing lists into QBO:

That'll do it. This answer will address your concern about merging your two  company files in QBO.

Please let me know if you have further questions and I'll be here to help. Have a wonderful day.

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Level 1

I have another account threw quick book books that my old account had . Is there a way to combine account

Hi there-I changed my email and login for my QBO accountant and now it seems i have 2 sets of files with the old login info and also the new info--help!  

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QuickBooks Team

I have another account threw quick book books that my old account had . Is there a way to combine account

It's possible that an additional account was created after updating the information, quick bookd newbiw.

 

Let's go check each account if they have similar data in it. To do that, you can open the QuickBooks Online account using different browsers. Then, run a report in each account to see the details.

 

If given that they have the same data, you can cancel the other company. The articles below contain more information about canceling an account in QuickBooks Online:

If you need assistance regarding the process, you can reach out to our Customer Care Team. 

  1. Click the Help icon located in the upper right-hand corner.
  2. In the Help window, click the Contact Us button located at the bottom.
  3. Enter your question and click Let's talk.
  4. Select Start messaging or Get a callback.

Here's a sample screenshot for a visual guide:

 

 

We are always around if you have other questions or concerns with QuickBooks Online. Thanks.

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