I'll guide you about moving your data from the old QuickBooks Online (QBO) company file to your new accounts, kelly.
Before we start, please know that we can only manage one QBO company under one subscription. Moreover, we can have multiple companies under the same Intuit account. Having this will allow us to quickly switch between companies to efficiently manage everything.
If the old companies that you were referring to are the advanced versions, we can create a copy and use them in your new ones. Please see this article for the complete guidelines and to know what data can't be included during the process: Make a copy of your QuickBooks Online Advanced company.
On the other hand, if these are from QuickBooks Simple Start, Essentials, or Plus, we can export the data to extract them from your old file to the new company. Here's how:
- Go to the Gear icon and select Export Data.
- Select the date range in the Reports tab and toggle on the options or data you want to export.
- Select Export to Excel.
Additionally, here is an article you can check when exporting them: Export reports, lists, and other data from QuickBooks Online.
To start moving them into the other company file, please follow the steps outlined in this article: Common questions about importing data to QuickBooks Online.
Moreover, you can utilize various financial reports to get a snapshot of your business's financial growth. I also added a resource where you can refer to the complete guidelines for customizing it:
Feel free to reach out with any concerns or questions about handling company data. I'm here to help and just a post away. Have a good one!
