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Is there away to transfer my vendors from my old QBO system to my new QBO system ?

 
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QuickBooks Team

Is there away to transfer my vendors from my old QBO system to my new QBO system ?

Hello @martrese

 

Thank you for posting in the Community. I'm here to lend a hand with transferring vendors from the old QBO system to your new one. 

 

QuickBooks Online has the ability to import and export data, such as bank transactions, customers, and vendors. This functionality will allow you to export vendor information and import it into another account. 

 

First, you will need to generate a report with the vendor information in the old QBO system and export it to Excel. Here's how:

 

  1. Select Reports on the left navigation menu.
  2. Enter Vendor Contact List in the Report Search box.
  3. Include the following columns: 
  • Vendor
  • Company Name
  • Email address
  • Phone numbers
  • Website
  • Street
  • City
  • State
  • Zip
  • Country

             4. Export the report to Excel.
             5. Open up Excel and load the exported report.
             6. Make any necessary edits and save the spreadsheet.

 

For additional information on this process, I recommend the following link: Export Then Import List Data into QuickBooks Online.

 

Now the file should be ready to be upload into the new QBO system. You can locate the steps for importing the spreadsheet in the following article: How to Import Customer or Vendor Contacts from Outlook, Excel or Gmail.

 

I'm confident that you'll have these vendors transferred in just a few quick clicks. 

 

The Community always has your back and don't hesitate to let me know if you need anything else. Have a great day.

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