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I've got the steps you need to copy one company information to another one, @tracey19. The lists that you can move are suppliers, customers, stocks, and chart of accounts. I'm here to help you accomplish this.
First, you'll have to export the reports to Excel. Here are the reports you'll need to run:
- Chart of Accounts - Account List
- Customers - Customer Contact List
- Suppliers - Supplier Contact List
- Stocks - Products and Services List
Then, follow the steps below on how to export each report:
- Log into your QuickBooks Online (QBO) account that has your lists.
- Go to Reports from the left menu.
- Enter the report name in the Search box.
- Customise the columns on the report.
- Hit Save.
- Click Export to Excel.
- Open the exported report in Excel.
- To remove your company name and report title from the sheet, delete rows 1-4.
- Save your report again as Excel or CSV.
- Repeat the process for the other three reports.
The screenshot below shows you the sixth step.
Second, you can import the lists to another QBO company. For detailed instructions on importing each list, visit these articles:
To learn more about this process, check out this article: Move Your Lists to QuickBooks. You'll also get solutions in fixing common errors when importing lists.
Once imported, you can continue performing essential tasks in the software. Two of them are creating invoices and entering bills. This ensures your customer and supplier balances are up to date.
Aside from the four lists above, you can connect your bank account to QuickBooks. The system will download transactions automatically, so all you have to do is approve the work. For more details, see this article: Connect Bank and Credit Card Accounts.
I'm always here to help if you need anything else. Enjoy the rest of your day, @tracey19.
