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richiegriff2-gma
Level 1

How can I move my customers from an older version to the online version

 
2 Comments 2
ReymondO
QuickBooks Team

How can I move my customers from an older version to the online version

I'll help you transfer your customer's data from your old version of QuickBooks Online (QBO) to the other one, @richiegriff2-gma.

 

First, you'll need to login to your old account and export your customer's info to Excel. Let me show you how:

 

  1. Go to Sales and select Customers.
  2. Click the Export to Excel icon next to the Print list icon.export customer.PNG
  3. Save the file as Excel or CSV. 

 

Once done, you can now login to your other account in QBO. Then, import your customer's data from there. Here's how:

 

  1. Click the Gear icon select Import data.
  2. From the list, click Customers.import customer data.PNG
  3. Select Browse.
  4. Find and select the Excel file, click Open, then select Next to continue.
  5. Map your data and click Next.
  6. Adjust your data if necessary and then select Import.

 

You can also check some of the frequently asked questions about importing data to QBO. Just click this article: Common questions about importing data to QBO.

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If you need additional assistance in doing your task with QuickBooks, don't hesitate to visit us back. Just click the Reply button below and we'll get back to you. 

Fiat Lux - ASIA
Level 15

How can I move my customers from an older version to the online version

@richiegriff2-gma 

Which QB Desktop year and country version do you have? Where is your client's company located?