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healthyhomeplane
Level 1

How do I merge my 2 QuickBooks online accounts started in 2019 into 1 QB account? I I thought I needed to keep them separate and I don't.

 
2 Comments 2
Catherine_B
QuickBooks Team

How do I merge my 2 QuickBooks online accounts started in 2019 into 1 QB account? I I thought I needed to keep them separate and I don't.

Hello there, healthyhomeplane.

 

I have two options on how we can manually merge your accounts. First, we can retain one account and then export the lists and reports from the other account. Another way of merging them is to subscribe to another QBO account. From there, we can export and then import both companies’ data to the new one.

 

Let me walk you through in exporting your data:

  1. Go to the Gear icon.
  2. Select Export Data.
  3. Let’s export your reports first by selecting the Reports tab.
  4. Select the date (2019) on what data you’ll want to export.
  5. Toggle the reports and select Export to Excel.

A folder will download with all the reports you exported. Follow the same steps when exporting your Lists. After exporting, we can now import the data to the new account or the retained one.

 

Here’s how:

  1. Still from the Gear icon, click Import Data.
  2. Select the first information you want to import first.
  3. Click Browse and locate and open the saved Excel file.
  4. Hit Next to Map Data until you’ll successfully import them.

I have a few article that you can look into for more information about the exporting and importing process.

 

In addition, if you opted to create a new account, you might need to cancel the other two accounts to avoid additional charges.

 

If you need more help, please leave a reply below.

healthyhomeplane
Level 1

How do I merge my 2 QuickBooks online accounts started in 2019 into 1 QB account? I I thought I needed to keep them separate and I don't.

Thank you!  I will try the first option and let you know if I can get it to work.

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