QBCopy from Online to Online--data not the same

Good evening, @DouglassPTO. 

It's great to see a new face around here. I'd be more than happy to take a look at your situation and help you resolve it. 

First, I want to ensure that you followed these steps listed on this guide: Make a copy of your QuickBooks Online Advanced company (formerly ChronoBooks). 

If you have, then please provide some screenshots or additional information so that I can determine the best solution for you and your business. 

I look forward to chatting with you soon! 

@DouglassPTO 

Are you using QBO Advanced?

https://quickbooks.grsm.io/us-promo

https://quickbooks.grsm.io/us-promo-6months

Another option, utilize the trial version of this Copy tool.

https://rewindio.grsm.io/copy

Hi Candice,

Thank you!  I followed all the instructions that were provided by TechSoup and QB- regarding transferring our existing data to the new subscription.  

And all conversations that I've had last week with QuickBooks didn't come up with any solutions- it ended with them suggesting I hire an accountant.  

Can I make a new backup starting from 2010 and overwrite the new company in hopes that the data will sync better.  From the info I'm gathering, I'm not sure options I have.

Or will I have to go in to the new copy and edit everything from the past 20 years?

Attached is a screenshot of some of the required changes that the copy action made.  Like I stated in my original message - I am not sure editing the old entries is ok?

thank you so much  :)

teresa

yes

I can share some information on how to transfer existing data to a new subscription, @DouglassPTO. 

You have the option of deleting the current information in your account before restoring the backup data that you have created. The ability to automatically replace existing data after restoring a file without erasing it is currently unavailable.

Visit this post for further information on how to remove the current data on your account: Delete your data and start over in QuickBooks Online. 

After that, you can proceed with the instructions outlined in the article provided by Candice C above. The following article will walk you through the steps of creating a blank business file, exporting data, and restoring the company file: Make a copy of your QuickBooks Online Advanced company (formerly ChronoBooks). 

In case you're using other versions of QuickBooks Online, see the following article on how to get your company file: Common questions about importing data to QuickBooks Online.

I'm always here if you need more help in transferring existing data to the new subscription by leaving a reply below. Keep safe and have a wonderful day!