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Join nowUtilize TP to migrate the data
https:// transactionpro.grsm.io/qbo
I can guide you on how to merge your QuickBooks lists or data, @docautollc.
Each QuickBooks Online (QBO) company is created as a separate file. Combining them into one is currently unavailable, but you can manually input the data or move your lists into the company you want to keep.
From your old account, export your list reports to Excel.
For additional reference about the process, you can also check out this article: Export your reports to Excel from QuickBooks Online.
Once completed, you can import the data to your new QBO account.
Also, here's an article you can read more about merging companies, data file, or copy lists.
For older banking transactions, you can also upload them manually using the web connect process. To learn more, you can use these articles:
Please feel free to leave a comment below if you have any other QuickBooks questions. I'm a few clicks away to help. Keep safe!
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