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winterdebbie24-g
Level 1

How do I merge a closed account to a new account?

 
4 Comments 4
LollyNino_C
QuickBooks Team

How do I merge a closed account to a new account?

Thanks for posting your concern here in the Community, Debbie. I appreciate that you took the time to research how to merge two QuickBooks Online (QBO) files. Let me share some information about the situation.

 

Once you close your company in QuickBooks Online, your data will be available in read-only access. Intuit will keep your data for a year before deleting it.

 

Furthermore, the ability to merge two QuickBooks Online companies is currently not possible. Each company is created as a separate file and can't be merged. However, you can manually enter the data into the new company or export the old data from the old company and import it into the new. Also, check out Merge companies, data files, or copy lists.

 

However, if you want to consolidate and compare your QuickBooks companies, you can also utilize a third-party app to export and import your file that has a feature you need for your business. By doing so, you can import a list of your transactions. Here's the link: QuickBooks App Store. You can navigate to the Apps menu within your QBO account and browse for an app from there.

 

Moreover, QBO lets you export a list from one company file and import it into another. Here are some articles to learn more about the process: 

 

 

Let me know if there's anything else you need or if you need additional assistance with merging QuickBooks data files. I'll be here to help you every step of the way. You can rely on our community to guide you towards getting your business back on track. Have a great day!

4Gal
Level 11

How do I merge a closed account to a new account?

@winterdebbie24-g 

Do you need to merge a cancelled QBO account with another QBO account, or else?

winterdebbie24-g
Level 1

How do I merge a closed account to a new account?

Thank you

LeizylM
QuickBooks Team

How do I merge a closed account to a new account?

Hello, winterdebbie24. 

 

We in the Community are extremely happy that you were able to find my colleague's post helpful and able to resolve your issue. We're more than happy to help you if you need more assistance.

 

If you need tips and resources to manage your QuickBooks Online account and finances, feel free to visit our Support page to learn more. This provides information to help your navigation experience be more effective.


Keep us posted if you have other questions or concerns. I’m here to help you out. Take care and have a great day!

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