MirriamM
Moderator

Other questions

Hello again, Ann_A.

 

You can export your QuickBooks Online (QBO Basic) data to your computer and import it to your new (QBO Advanced) account. Let me show you how.

  1. In your QBO Basic account, click the Gear icon at the top.
  2. Select Export data.
  3. In the Reports tab, select the date range and choose the report you want to export.
  4. Click Export to Excel.
  5. Then, go to the Lists tab.
  6. Choose CustomersEmployees, and Vendors.
  7. Click Export to Excel.

 

For more details, you can read this article: Export reports, lists, and other data from QuickBooks Online.

 

Once done, save the data to your computer and import it to your QBO Advanced account. Here's how:

  1. Click the Gear icon at the top.
  2. Select Import data.
  3. Choose the data you want to import.
  4. Click the Browser button and select the file you export.
  5. Click Next.
  6. Follow the onscreen instruction.

 

I'm adding this resource for more guidance: Common questions about importing data to QuickBooks Online.

 

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. Have a great day.

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