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andrewnewmancpa
Level 1

A question not for the faint of heart.

I am one of the very first pro-advisers/users of QBO and as a result, when they switched platforms, I was not able to move my data to my "practice account.  This is not a big problem, except I cant access some of the features available to me and QBO is not able to upgrade my Company file/account.

 

So, I may be the first person in history who wants to export all my data from one QBO company to another.

 

I have tried rewind, but got to many errors.

I am working on trying Transaction pro, but it looks very laborious.  I dont want to have two company files so I am looking to move all my data over.

 

Any ideas?

Any service I can pay to do this?

 

Andrew Newman CPA

Davis, CA

 

2 Comments 2
Fiat Lux - ASIA
Level 15

A question not for the faint of heart.

Do you need to duplicate data or move some years of data? Contact us in private for assistance.

Mich_S
QuickBooks Team

A question not for the faint of heart.

I'm here to help you move your QuickBooks Online data, @andrewnewmancpa.

 

Currently, the option to transfer data from one QBO subscription to another is unavailable. As a workaround, you can convert it to QuickBooks Desktop and then import it back into QuickBooks Online, and you are correct.

 

For your reference, kindly follow the steps from these articles:

  1. Export and convert your QuickBooks Online data to QuickBooks Desktop
  2. Move your QuickBooks Desktop file to QuickBooks Online

 

After that, you may cancel the old QuickBooks Online account:

 

  1. Tap on the Gear icon.
  2. Choose Account and Settings.
  3. From the Billing & Subscription section, hit the cancel button.
  4. Continue until the account is canceled.

 

Feel free to read this article if you have other questions about importing data in QBO: Common questions about importing data to QuickBooks Online.

 

We're here to back you and your business. Just leave a reply below if you need extra help with data management or QuickBooks in general. Take the best care!

 

 

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