Welcome to the Community, Isaacomar890! I'm here to help you transfer your QuickBooks data to your new account.
Let's start by exporting your old data to Excel and saving it on your computer. Then, you can import it into your new QuickBooks account to transfer your files. Here's how to do it:
- Navigate to the Gear icon.
- Under the Tools column, select Export Data.
- In the Report tab, filter the date range and choose the report you want to export, then click Export to Excel.
- Go to the Lists tab and turn on the Customers, Employees and Suppliers, then click Export to Excel.
For additional details, check out this article: Export your QuickBooks Online data.
Once you've saved the data on your computer, you can import it into your new QBO account by following these steps:
- Go back to the Gear icon.
- Select Import Data under the Tools column.
- In the Select record type dropdown menu, choose the data you wish to import, then click Import.
- Click Next, then follow the onscreen instructions.
For further information on importing data into QuickBooks, refer to this article: Common questions about importing data to QuickBooks Online.
If you need further assistance in transferring your data to your new QBO account, please don't hesitate to click the Reply button. I'm here to support you throughout the process!
