Welcome and thanks for dropping by the Community, @kaceyhollis.
In QuickBooks Online (QBO), you can only export and import lists from one company to another. The transactions need to be entered manually. You may use a CSV or an Excel file to export the lists then import it to another QBO.
To export list, here's how:
- Log into your old QBO account, then go to the Reports menu at the left pane.
- Depending on what list you need to export, search for and run Account List, Customer Contact List, Supplier Contact List, or Product/Service List report.
- Customise the list's columns, then after saving the report, export it.
- Open it in Excel and delete rows 1-4 to remove the company name and report title from the sheet.
- Once done, save it as Excel or CSV.
After that, you can now import them to the new account. Please refer to this article and proceed to Step 2 for the detailed steps on how: Move your lists to QuickBooks Online.
Just in case, I'll add this article for future reference: Common questions about importing data to QuickBooks Online.
Please let me know if you have any other questions or concerns by leaving a comment below. I'm always here to help. Have a great day!
