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I need to merge accounts. I subscribed last weekend and it started an entire new account. it is for gig's family growers company. [email address removed]

 
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Moderator

Re: I need to merge accounts. I subscribed last weekend and it started an entire new account. it ...

Thanks for subscribing to QuickBooks Online (QBO), gigisfamilyfarm.

 

Merging two company data into one file is not available in QBO.

 

Each account is created individually, however, you can manually enter the data into the company you want to keep.

 

You can also export a list from one account and import it into another. I'll show you how:

 

To export:

  1. Go to the Gear icon and select Export Data from the pop-up window.
  2. Tick the radio button for your reason in exporting and hit Continue.
  3. Choose the report or list you want and click the Export to Excel.image.png
  4. Hit OK.

To import:

  1. Hit the Gear icon at the top and choose Import Data.
  2. Select the List you want to import.
  3. Locate the file and hit Next.
  4. Follow the on-screen process.

Check out these articles about merging companies and importing lists:

Please reach out to me if there is anything else I can help you with. I'll always be here to assist. Have a good day.

Anonymous
Not applicable

Re: I need to merge accounts. I subscribed last weekend and it started an entire new account. it is for gig's family growers company. [email address removed]

hi @gigisfamilyfarm ,

You may consider using any 3rd party data migration tool. One of them is TP.

https://transactionpro.grsm.io/fl-qbo

 

Hope it helps.

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