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devadfinishingto
Level 1

How can I move customer information from old account to new account?

 
4 Comments 4
Fiat Lux - ASIA
Level 15

How can I move customer information from old account to new account?

You can use a migration tool.

https://get.transactionpro.com/qbo

 

DHeraV
Moderator

How can I move customer information from old account to new account?

Hello there, @devadfinishingto.

The option to directly move customer information from an old to a new account is unavailable in QuickBooks Online (QBO). However, you can export your customer data from your old account and then import it to the new one. Let me guide you on how:

To export customer data, kindly follow these steps how:
 

  1. In your QBO account, go to the Sales tab, then select Customers (Take me there).
  2. Select the Export icon next to the Print icon.


     
  3. Choose Export to Excel.

 

For detailed steps, kindly visit: Export customer data to Excel.

To import the file, here's how:
 

  1. In your QBO account, go to the Gear icon, then select Import Data.
  2. Click Customers.
  3. Select Browse to upload the file from your computer. Choose the file, and select Open.
  4. Click on Next.
  5. In the Your Field column, select each small arrow ▼ icon. Then, match your field to the corresponding QuickBooks Online field.
  6. Select No Match if you have a field that doesn't have a matching column in your spreadsheet.
  7. Confirm your contacts. Uncheck any that you don't want to save.
  8. If everything looks good, select Import.

 

Moreover, take note of the things to know before importing the customer list in QBO. For detailed information, kindly visit: Import customers or vendors from email contacts to QuickBooks Online.


Additionally, I'll also share this article that can serve as your reference if you want to learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.


Feel free to leave a reply if you require further assistance with managing your company data in QuickBooks. The Community team always has your back. Have a good one!

DD5448
Level 1

How can I move customer information from old account to new account?

Once you export the information is it deleted? Or does it remain in QBO?
DHeraV
Moderator

How can I move customer information from old account to new account?

Hello there, @DD5448. Thanks for joining this thread.

 

Exporting data is a way of backing up data or moving it between two different versions of programs (like QuickBooks to Excel). This means when exporting from QuickBooks Online (QBO), the information will still remain. 

 

Moreover, I'll also share this article that can serve as your reference to learn how to download your data from QuickBooks: Export reports, lists, and other data from QuickBooks Online.


Feel free to leave a reply if you have additional QuickBooks-related queries. The Community team always has your back. Have a good one.

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