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Good Morning,
There is an online subscription managed by an accountant but the data is owned by the company. The accountant is no longer available and the company can not change the primary admin (accountant). So it's been decided to get a new subscription. How can we transfer the data from the current subscription to a new one? what is the process?
Thank you.
Thanks for reaching out to the Community space, Brisage25.
I'd be happy to show you the step-by-step process of transferring your company data from your old QuickBooks Online (QBO) account to the new one.
You can export your lists and other data from the old account to the new one. Here's how:
After that, a .ZIP file will be downloaded containing the exported data. For more detailed steps, see this article: Export reports, lists, and other data from QuickBooks Online.
Once the file is ready, you can now start importing them to the new QBO account by following the steps below:
To know more information about this import process, see this link: Common questions about importing data to QuickBooks Online.
To help you manage your new QBO account, visit our articles.
Please keep in touch if there's anything else I can do to help you succeed in transferring your data. I've got your back. Have a great day and be safe.
Are you able to login to your old QBO account as Company Admin?
Yes, we are able to login into the Old QBO as company admin.
Open a new blank QBO account
https://quickbooks.grsm.io/us-promo
then utilize the Copy tool to duplicate data
There is not a #5 Export to Excel on my 2022 QuickBooks. Also, Will the new QuickBooks have all past history of the company. The accountant has been working for four years. So we need four years worth of company history.
I can help you figure out why you don't have the Export to Excel option, Elisa.
You'll have to ensure you're logged in to your account as the Primary Admin.
Also, the missing option in QuickBooks Online can be caused by too many cache files in your browser. You can perform some basic troubleshooting steps to check if it fixes the issue.
You can use these shortcut keys depending on the browser you're using:
• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N
If it works, go back to your regular browser and clear its cache. This eliminates excessive browsing history and starts the system fresh. Otherwise, switch or use a different browser.
Once done, you can start exporting your data.
Next, import it to your new QBO account.
Another option is to look for a third-party application that lets you do the tasks. Check our App store to find one that suits your business needs.
Get back to this thread if you need further assistance transferring your data. We're here to help you always.
Can you still access your account as a Company Admin?
Will this also transfer the A/Rs?
Hello there, @Julia43.
I'll share some information about moving lists from your old QuickBooks account to your new one.
Once you export the Account List report from your old QuickBooks account and import it to the new one, it'll transfer the A/R accounts.
You can check out these articles to learn more about transferring data from your old QuickBooks account to your new one:
Our Community forum is always open to help you again if you need more assistance with this. Have a good one!
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