Banking

If you need to transfer data from an existing QuickBooks Online (QBO) account to a new QBO account, you can copy the data from the old account to the new one, @kelly-daufeldt-o. I can guide you through the process to ensure a smooth transition.

1. In Settings, click Back up company.
2. From the Action dropdown, click Turn on auto backup.

1. In Settings, click Back up company.
2. Choose Add Company.
3. Select the Search for a company dropdown menu, then pick a company.
4. Hit Next, then Connect.
5. Find the company you want to back up.
6. Select the Action dropdown menu, then select Run full backup.

After setting up the Online Backup & Restore feature in both accounts, you should see both companies listed on the Home page of your Online Backup & Restore app, with only the old company having the backup enabled.

Once configured, you can now copy the data from the old company to the new one. I can provide you with further guidance on this process if needed:

1. In the old company's Settings, click Back up company.
2. Both companies should be on the Online Backup & Restore homepage.
3. From the Action ▼ dropdown menu, select Copy for the old company.
4. Check if the Copy has the old company listed.
5. Choose the date and time of the backup you want to restore in the As-of field.
6. Verify that the Copy has the new company listed.
7. Hit Create Copy.
8. Type the new account's name and tap Copy to approve you want to overwrite the new company with a copy of the old company.

Once complete, you will receive an email notification. The time it takes for the transfer to finish may vary depending on the amount of data you have. Please note that there may be some data that cannot be backed up. To learn more about these data and to understand more about the process, please visit the following link: Make a copy of your QuickBooks Online Advanced company.

On the other hand, if you choose to take over those companies by adding yourself as the primary admin, you'll gain full access, including the ability to manage users and view/modify company settings and financial data.

The billing information remains tied to the account owner. The one who initially set up the subscription will still be responsible for the billing unless the billing information is updated to reflect your details. If you also take over the billing responsibilities, you can update the billing information in the QBO settings.

Note that if you opt for this path, make sure to cancel the new blank companies you've opened to avoid additional charges.

Furthermore, you can seamlessly import your customers and vendors from your email contacts in QBO by exporting your lists as spreadsheets from Outlook, Gmail, Excel, or Google Sheets.

Lastly, if you're finished with the process and need help managing your new company file in BQO, let us know. We're here to assist you in any way. Take care!