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I just paid for and downloaded QuickBooks 2020 and do not know how to transfer all of my clients from QB 2018. How do you do that?

 
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I just paid for and downloaded QuickBooks 2020 and do not know how to transfer all of my clients from QB 2018. How do you do that?

Thank you for choosing QuickBooks 2020, @elsenorg.

 

I'm happy to help move your clients from your older version to the new one. You don't need to transfer them, instead, you can create a backup from your older version and restore it to the new one.

 

Consider creating a portable company file to move your accounting data. You can check this guide for the outlined steps: Create and open portable company files in QuickBooks Desktop.

 

If you need a full backup, you can check the following articles instead.

 

Know that I'm always here if you need further help with the process. Just tap the Reply button below if you have additional questions. Have a great weekend!

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