cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
admin348
Level 1

on the old QuickBooks you could create customer and add on fleet vehicles under one, the new one QuickBooks doesn't seem to give me that option

also would like to retrieve my customer list from the old QuickBooks, which has just ended and to the new one. How do i go about it?

1 Comment 1
JayneusCaesarR
QuickBooks Team

on the old QuickBooks you could create customer and add on fleet vehicles under one, the new one QuickBooks doesn't seem to give me that option

You can manage fleet vehicles by utilizing the "Add notes" section within the customer profile as a workaround. To transfer your customer list from the old QuickBooks Online (QBO) to the new version, you'll need to export the data and then import it into your new QBO account, @admin348. Let me provide you an insights and guide you through the steps.

 

Can you please provide us with a screenshot of the added vehicle from your old QuickBooks, so that we can check and provide you with more details about it?

 

To retrieve your customer list from your old QuickBooks you'll need to reactivate your old account so that you can export the data.

 

Here's how to export your customer list after reactivating your account:

 

  1. Open your Old QBO account.
  2. Go to Reports.
  3. Under Standard Reports, enter your desired report or the Customer Contact List to show information about your customer.report1.png
  4. Once you have the report, click on More Actions dropdown.
  5. Select Export as CSV.report2.png
     

     

In importing the data, please follow step 2 in this article: Import your list to QuickBooks Online.

 

For more details on exporting and importing data in QuickBooks Online, refer to this article: Move your lists to QuickBooks Online.

 

Additionally, I added an article as a guide to help you focus on the details that matter the most, which you can filter to show specific accounts or customers. Please check this: Customise reports in QuickBooks Online.

 

Feel free to utilize the Reply button below if you have other concerns about adding vehicles and the list of your customers,@admin348. The Community will provide you with a prompt response.