How do i copy one company information to another company
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.
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.