I'll walk you through on how you can have a copy of your company, jgovender-trelli.
Creating a copy within your QuickBooks Online company is applicable in QuickBooks Online Advanced. This direct option is for the Advanced plan, and it's available in the US version. For more details, you can read this article: Make a copy of your QuickBooks Online Advanced company.
You'll want to use the Export feature in QuickBooks Online to get a copy of your company data. I'll show you how:
- Click the Gear icon at the upper right corner and choose Export Data.
- On the Reports tab, set the desired date range.
- Hit Export to Excel.
After the export process, you can move them to your new QuickBooks company. If this is what you want to do, you can check this article for the detailed steps and complete instructions on how you can do it: Move your lists to QuickBooks Online.
To export and import other information, you can hunt for a third-party application as another option. Go to Apps in your QBO account and search for the app. Once you find that can help, select Get App Now.
We have an article for you to visit and read about account management. You can utilize this article anytime: Account management.
I want to ensure everything is resolved and clear. Please let me know if you have further concerns about handling your company's data. I'm ready to help you. Have a good one!
