Can I import my old qbo files to my new qbo?

Hello, terri6.

Thanks for contacting the Community for support. I'd be happy to provide some information about importing files into QBO.

One option you may want to consider is to export the data from the old QBO account and upload it into the new account. The data that can be exported and imported is Bank Data, Customers, Vendors, the Chart of Accounts, Products and Services, and some reports. There are just a few steps to get this done. Here's how:

1. In the old QBO account, click the Gear icon in the top right corner.

2. Select Export Data.

3. You'll be asked why you're exporting. Choose an answer and click Continue.

4. In the Export Data window, select the data that you'd like to send to Excel.

5. Choose Export to Excel.

Once the information is saved as an Excel file, you'll then log into the new QBO account. Continue with these steps:

1. Click the Gear icon.

2. Select Import Data.

3. Choose the data block to import, then browse for the file.

4. You'll then map the data.

5. Click Next to continue.

This article will provide additional information on importing and exporting in QBO: https://quickbooks.intuit.com/community/Reports-and-accounting/Export-then-import-list-data-into-Qui....

At this time, there isn't an option to export and import file data directly in QBO without Excel. I can see how this would be helpful. I'll be sure to send a message to the Product Development Team to let them know you'd like to have this ability.

You can keep up with feature releases and product updates by viewing the QuickBooks Blog: https://quickbooks.intuit.com/blog/.

I wish you and your business continued success. Please let me know if you have questions about this process or anything else in QuickBooks. Take care.

Thanks for your reply. The only choices I have are the following. G/L, P & L, Balance Sheet, etc. No Lists.

My choices are reports not lists.

Hello there, @Helayne.

In exporting data in QuickBooks Online, you can also export lists of Vendors, Employees, and Customers. To check it, you can follow the steps below.

1. Go to the Settings icon.
2. Select Export data.
3. Besides the Reports tab, click Lists.
4. From there, you’ll see all the lists that can export in QuickBooks Online.
5. Then, click Export to Excel.

If you need to import your bank transactions in your new QuickBooks Online account, you can use this article. You’ll be guided on how to connect your financial institution and download your bank transactions in QuickBooks Online. Connect bank and credit card accounts to QuickBooks Online.

Please fill me in if you need further assistance on exporting data in QuickBooks Online. 

@Helayne 

Utilize a 3rd party migration tool

https:// transactionpro.grsm.io/qbo

@terri6 was this successful and were you able to move old transactions into your new QB account?

@sowensi 

Should you need to migrate some transactions data, you may utilize the toll as I mentioned earlier. But if you wish to clone data, consider purchasing a 3rd party service.