Hi there, Sharon. There are several ways of transferring data to your QuickBooks Online (QBO) account, depending on it is data is currently stored.
If you're transferring from another QBO account, you can use the Export data feature in your old account and then import the file to the new one.
Here's how to export your data:
- Log in to your old QBO account.
- Go to Settings and in the TOOLS column, choose Export data.
- Set the date from the pre-selected date ranges dropdown under the Reports tab.
- Turn the switch on or off to add or remove items from the Reports and Lists tabs.
- Select Export to Excel, then hit OK to confirm.
- Save the exported file to your computer.
To learn more about the entire process and to export non-posting transactions that don't impact your report, check out this article: Export your QuickBooks data.
Once you have the necessary files, proceed to importing data into QuickBooks using Excel CSV files. Here's how:
- Sign in to your new QBO account.
- Go to Settings and choose Import data.
- Select the data you wish to import.
If you're moving your information into QuickBooks from other programs, check out this guide: Import data from other software into QuickBooks.
Please leave a comment below if you encounter any issues or have questions during the export or import process.
