I’ve got everything you need, so your QuickBooks Simple Start data will get transferred to your new company, Lauren.
If you’re referring to QuickBooks Online Simple Start, then yes. You can move your data to your new QuickBooks Online account.
Here are the steps to do it:
- Log in to your QuickBooks Simple Start version.
- Select the Gear icon, then click Export data.
- Select your reports and lists, and filter the date period.
- Add or remove items from the Reports and Lists tabs by toggling the slider.
- Press Export to Excel.
Check out this guide for complete instructions: Export reports, lists, and other data from QuickBooks Online.
Once the process is completed, you can now import the files to your other QuickBooks Online account. I’m glad to show you the steps.
- From the other account, click the Gear icon.
- Choose Import data.
- Select the type of data that you'd like to import.
- Click Browse.
- Select the Next button until finished.
You can also use this reference to learn more about importing data: Common questions about importing data to QuickBooks Online.
On the other hand, if you’re referring to a QuickBooks Desktop version, you’ll need a third-party application to migrate or transfer the files to Online. See this article afterward: Move your QuickBooks Desktop file to QuickBooks Online.
Need several guides to manage your company files? Visit the Resources Center to have insights and tips.
If you have any other questions or concerns besides moving your data, just let me know. I'm here to help any time. Always take care!
