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Emma1964
Level 1
posted
Friday
last updated ‎November 15, 2024 11:57 PM

can i transfer all my transactions in one client books to a new client

I have started a set of books with multi currency but I put in the wrong base currency so I cannot change it. I want to open a new client book in the correct base currency but I do not want to manually input everything. Can transfer transactions from old client to new client
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1 Comment 1
MAnneJ
QuickBooks Team
QuickBooks Team
Saturday

can i transfer all my transactions in one client books to a new client

I appreciate what you've done, Emma. Allow me to guide you in creating an account for your new client in QuickBooks Online (QBO).

 

Firstly, ensure that you create a new account and set the appropriate currency. Next, identify the transactions that need to be transferred to maintain accuracy in your client's books.

 

Although we don't have a direct tool for transaction transfers, we can explore third-party applications that integrate with QBO as an alternative. Here's how: 

 

  1. On the left panel, locate Apps. 
  2. Select Find apps. 
  3. Enter a keyword in the Search field or click on Browse. 

 

ROW APP.PNG

 

You can check out these articles and learn what information can be imported and exported through QBO:

 

 

Additionally, you can learn how to import and export data with MS Excel files.

 

You might also find these articles helpful for understanding user roles, access permissions, and usage limits:

 

 

Please let me know if you have additional concerns about transferring your files to QBO. I'm always available to help. Have a good one.

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