Hello there, kenneth.
I can guide you with the migrating process in QuickBooks Online (QBO).
Beforehand, I'd like to know what migrating process you're referring to. Are you trying to migrate from other software into QuickBooks Online (QBO) or vice versa? I need this information so I can provide the exact steps and process for you to follow.
However, you can manually transfer your existing lists, such as vendors, customers, items, and chart of accounts, as well as transaction data, including the opening balances, invoices, and bills. To do this, you need to export the data from the software you're using and import it into QBO using Excel CSV files.
To ensure the data is imported correctly, import the Excel spreadsheet in the following order:
- Chart of Accounts
- Customer
- Suppliers
- Products and services
- Invoices
- Bills
To import:
- Sign in to QuickBooks Online.
- Go to the Gear icon and select Import data.
- Choose the data you wish to import.
For further guidance in migrating other data to QBO, refer to this article: Import data from other software into QuickBooks Online.
Otherwise, if you are exporting from QBO, you can check this article: Export reports, lists, and other data from QuickBooks Online.
Please comment again on this thread if you have clarification on the process or additional information. I'm always around to help you.
