Existing Company - starting over

We acknowledge that adapting to changes can be challenging sometimes, @ckzraymond. We want to ensure we can equip you with all the essential information needed to begin anew while safeguarding your important data as you embark on a fresh start with QuickBooks.

To better assist you, we'd like to know what QuickBooks product you're using. Are you working with QuickBooks Self-Employed (QBSE) or QuickBooks Online (QBO)?

If you're using the QBSE version, you can consider moving your data to QBO since the option to export customer information in QBSE isn't possible. This way, you can retain your customer information and other files you want to include when transferring. Feel free to check this page for more details about the process: Switch from QuickBooks Self-Employed to QuickBooks Online.

In case you're using QBO and wanted to start over with a new company file, I recommend checking this article for more details about the process and how you can handle all your existing data: Delete your data and start over in QuickBooks Online.

On the other hand, here are some articles to help you navigate QuickBooks effectively and secure your data:

• Get started with QuickBooks Online
• Export data out of QuickBooks Self-Employed

Please let us know in the comment section if you're referring to something else, @ckzraymond. We'll do our best to respond as soon as possible and provide the resolution to address your QuickBooks concerns.

I'm using Quickbooks Online.  I'm not sure why that wasn't an option or if I used the wrong forum to post this question.

Thank you for your help.

In QuickBooks Online (QBO), you can import and export various types of data to streamline your accounting processes, ckzraymond.

You can export data from your old QuickBooks Online account in Excel or CSV format and select the correct date range so that you can export your historical data. After exporting, import the data into your new account by formatting the files to match QuickBooks’ import templates and uploading them through the new account.

This process allows you to transfer essential data to the new QBO account such as customers, vendors, chart of accounts , products and services, and transactions, enabling continuity in your bookkeeping without starting from scratch.

Here’s how to export data from your old QBO account:

1. Click on the Gear icon in the upper right corner.
2. Under Tools, select Export data.
3. Choose the type of data you want to export and set the date from the Pre-selected date ranges.
4. Add or remove items from the Reports and Lists tabs by turning the switch on or off.
5. Select the Export to Excel.

If you want to import data into your new QBO account, here's how to do it:

1. Click on the Gear icon in the upper right corner.
2. Under Tools, hit the Import data.
3. Drop down the arrow and select the data that you import.
4. Press the import button.
5. You can choose either a Select a CSV or Excel file to upload or Select Google Sheet.
6. Then click Browse and choose the file that you want to import.
   
   
   
   
   
   Additionally, I encourage you to take advantage of our QuickBooks Live Expert Assistance to enhance your experience with our software. This service connects you with QuickBooks-certified experts who offer personalized support specifically for managing reports and transactions.
   

If you require detailed steps, click on the links to learn how to import your customers, vendors, products and services, invoices, bills, and other transactions check out this article: Common questions about importing data to QuickBooks Online.

Let me know in the comments below if you have other questions or concerns about QBO. Well, be around to provide the necessary help.

@ckzraymond 

I would recommend these options

1. Convert your data to QB Desktop and use the trial version to access your historical data for good.

2. Purchase a third-party service to move several years of data to a new QBO account.