- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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.
- In your QBO Basic account, click the Gear icon at the top.
- Select Export data.
- In the Reports tab, select the date range and choose the report you want to export.
- Click Export to Excel.
- Then, go to the Lists tab.
- Choose Customers, Employees, and Vendors.
- 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:
- Click the Gear icon at the top.
- Select Import data.
- Choose the data you want to import.
- Click the Browser button and select the file you export.
- Click Next.
- 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.