Export QBO data to another QBO account

Hi there, @ibcsinc2021.

Exporting the data from one QuickBooks Online account to the other needs to be done at a time. Your client needs to export the lists and reports from the first company to Excel. Then, import them to the second account.

Here are the steps to export the reports/lists:

1. Go to the Gear icon, then select Export data under Tools.
2. Set the reason for the export.
3. Under Lists select the list/s you want to export. Same with reports (under Reports).
4. Click on Export to Excel.
5. If you want to export your reports switch to the Reports tab.

Once they're available in Excel, here's how to import them to the second company:

1. From the Gear icon, select Import data.
2. Choose the data/lists you want to import.
3. Follow the on-screen instructions to complete the process.

For more guides about exporting out and importing data to QuickBooks Online, you can open these articles:

• Common questions about importing data to QuickBooks Online
• Export Data out of QuickBooks Online

If the client needs to move all the data at once, he can look  for a supported third-party application from our app store to help ease the process.

If you have any follow-up questions, please let me know by adding a comment below. I'm more than happy to help. Keep safe always!

Thank you for getting back to me. Unfortunately he’s unable to perform the export of anything. QBO won’t allow the export. He’s receiving an error message. Do you know what this could be from?  He said the company file is about 6-7 years worth of data. 

@ibcsinc2021 

Your client has other 2 options:

1. Utilize a migration tool

https:// transactionpro.grsm.io/qbo

2. Purchase a 3rd party migration service.

Thanks for your reply as well. I’m sorry but your solution is not a resolution to his issue. He shouldn’t need to use a migration service in order to export the company file. The issue is QBO is preventing the export and giving him an error message. 

Thanks for keeping us updated on how the exporting went through, ibcsinc2021.

Since your client is unable to export his file, it's best to contact our QuickBooks Support Team. One of our representatives can further check his file and investigate the root cause of the issue. They are also equipped with tools to help export the file.

Since we’ve improved the process of reaching out to us, you can share these steps on how to have a repres4ntaive on the line:

1. Go to the Help menu.
2. Select Talk to a human.
3. Type in your concern in the Type something field.
4. Click the send icon.
5. Choose I still need a human.
6. Click Contact Us.
7. Select the Send a message button.
8. Enter the necessary details, then click Continue.

Additionally, I'm adding our Year End guide for reference. This article contains information that'll your client complete year-end tasks and end the year smoothly. 

Reach out to me if you have any other questions or concerns. I’ll pop right back to assist further. 

Hey,

Could you please guide us on how to export Customer / Vendor List Export with Tax Registration Details in Excel ??

Export of Reports to excel with details of all fields ?

Thanks in Advance

Ajay

Hi there, @Ajay0081. I'll ensure you can export a copy of your customer or vendor list with tax registration ID in Excel file here in QuickBooks Online (QBO).

You can pull up a Vendor contact list report and a Customer contact list report in your QBO account. You'll then customize it to add the details you want to show and the Tax Registration ID in your vendor and customer list report. I'll input the steps below so you can proceed.

For the vendor list report, here's how:

1. Access your QuickBooks Online company.
2. On the left navigational bar, go to the Reports tab.
3. In the Search tab, type Vendor contact list.
4. Click the Customize button.
5. Go to the Rows/Columns section, and then check the box for the detail that you want to show on your vendor list report.
6. Once done, click the Run report button below.

For the customer list report, these are the steps:

1. Access your QuickBooks Online company.
2. On the left navigational bar, go to the Reports tab.
3. In the Search tab, type Customer contact list.
4. Click the Customize button.
5. Go to the Rows/Columns section, and then check the box for the detail that you want to show on your customer list report.
6. Once done, click the Run report button below.

To export, you'll need to click the Export icon beside the Gear icon below the Save Customization button. For visual reference, see the screenshot that I've attached below.

Visit this article to learn more about customizing reports in QBO: Customize reports in QuickBooks Online.

In addition, I've got you this article about the common reports that you can run in QBO: Common custom reports in QuickBooks Online.

Should you need further assistance getting a copy of your vendor and customer list in QuickBooks? Or do you need help performing specific tasks in QuickBooks? Know that you can always get back to me anytime. Click the REPLY button below to notify me. I'll be more than happy to help you out again. Take care!

Thanks for the information.

Could you please check my query again, i have asked specifically about Tax Id , could you please guide me on the same ?