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larry-blessmanin
Level 1

Can I transfer data I entered into a cancelled online company into this new online company?

I can access the data in the cancelled company
2 Comments 2
MaryLandT
Moderator

Can I transfer data I entered into a cancelled online company into this new online company?

I'm glad to guide you through the steps in transferring your data from one company to the other, larry-blessmanin.

 

You can start by exporting and saving lists (suppliers, customers, stock, and chart of accounts) from the canceled account. Then, import them to the new company. 

 

 

To export your list of reports to Excel:

  1. Sign in to the canceled account that has your lists.
  2. Go to Reports.
  3. Depending on what list you need to export, search for and run Account ListCustomer Contact ListSupplier Contact List, or Product/Service List report.
  4. You can customise the columns when needed.
  5. Save and export them.
  6. Open the exported report in Excel.
  7. Delete rows 1-4 to remove your company name and report title from the sheet.
  8. Save your report again as Excel or CSV.

 

For detailed steps on importing each list, see these articles:
 

 

To see how your Excel files should look, download and open these samples:
 

If you need to import bank transactions, start connecting your account to QuickBooks. Doing this will download transactions automatically.

 

Let me know if you have follow-up questions about transferring your data. I'll be right here to provide the steps @larry.

Fiat Lux - ASIA
Level 15

Can I transfer data I entered into a cancelled online company into this new online company?

@larry-blessmanin 

You are unable to connect a canceled QBO account with any 3rd party app. You have to export the data out to XLS and you may utilize an importer tool for the new account.

https://transactionpro.grsm.io/qbo

 

If you have to open a new QBO account, make sure to click the Buy button to get the discounted price for up to a few months. If you purchase from the Trial account, you have to pay the regular rate.
https://quickbooks.grsm.io/South-Africa