How to transfer data from existing quick book online to new QB online. (2024)

‎January 02, 202102:29 PM

• QuickBooks Online

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ReymondO

Glad to have you here in the Community,@ben-jbpaccountin.

Let me walk you through the process of how to transfer your existing QuickBooks data to your new account. You can export your old data to Excel and save it to your computer. Then, import it to your new QuickBooks account to transfer your files. Here's how:

1. In your existingQBO account, click theGearicon and selectExport data.
2. In theReportstab, select the date range and choose the report you want to export.
3. ClickExport to Excel.
4. Then, go to theListstab and selectCustomers,Employees, andSuppliers, then clickExport to Excel.

Here's an article you can read for more details:Export reports, lists, and more.

Once done, save the data to your computer and import it to your new QBO account.

1. Click theGearicon, then selectImportdata.
2. Select the data you want to import.
3. Hit theBrowserbutton and select the file you export.
4. ClickNext, then follow the onscreen instruction.

You can check out this article for further guidance:Common questions about importing data to QuickBooks Online.

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day and be safe.

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@ben-jbpaccountin

Open a new blank QBO account

https://quickbooks.grsm.io/UK

then you may have 2 options:

1. Utilize a migration tool

https://transactionpro.grsm.io/qbo

2. Purchase a 3rd party migration service.

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@chazza

No. You must delete the data on your old QBO account yourself or cancel your account and let Intuit delete your data after one year.

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Hi there, @chazza.

Fiat Lux - ASIA is right you can delete your old account or let Intuit delete your data within a year.I’m here to add some information.

If your account has been active for more than 90 days, your data can't be deleted. Thus, we can cancel your account and start a new subscription. Here's how you can do it:

1. Go to Settings and select Account and settings.
2. Choose Billing & subscription.
3. Then, select Cancel subscription.
4. Follow the on-screen prompts to complete the process.

If your QBO account is less than 90 days old, you have the option to purge your account if you're using QBO Plus Essentials and Advanced versions. The system deletes all data entered into the company, and you're unable to restore or reverse it. I'd be glad to show you how:

1. Sign in to your QuickBooks Online Company.
2. Change the URL to include /purgecompany
3. Example: Change https://app.qbo.intuit.com/app/homepage to https://app.qbo.intuit.com/app/purgecompany
4. The next screen will provide a summary of the items to delete. Type YES to delete the data, then select OK.

Furthermore, you can visit this handy article for more details about this process: Delete your data and start over in QuickBooks Online.

For future reference, you can read through these resources to learn more about managing your data:

• Export Data out of QuickBooks Online
• Common questions about importing data to QuickBooks Online

If you have any trouble with any transactions in QuickBooks Online, please let me know and I’ll do everything I can to help here in the Community!

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Hi there, @AGI Avant Group.

To clarify, are you trying to move from one QuickBooks Online company to another? To do so, you can follow these steps:

Export data from the original company:

1. Log in to QBO for the original company.
2. Go to theGearicon and selectExport Data.
3. Choose the data you want to export, such as customers, vendors, chart of accounts, products, services, etc.
4. Click Export to Excel. QBO will create a .zip file containing the exported data.

Import data into the new company:

1. Log in to QBO for the new company.
2. Go to the Gear icon and select Import Data.
3. Choose the data you want to import from the .zip file, such as customers, vendors, chart of accounts, products, services, etc.
4. Follow the prompts to import the data.

However, if you need to transfer from QBO to QuickBooks Desktop, you can refer to this article for detailed steps:Migrate Data.

I’ll keep an eye out if you have more questions about managing your data. Just let me know in the comments. Have a wonderful rest of your day!

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@AGI Avant Group

You can purchase a 3rd party migration service or use a migration tool.

https://get.transactionpro.com/qbo

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Hello, I just followed your instruction and exported all data and then go to new QBO (Accoutant version).

But when go to Import data page (Bring your existing data into quickbooks) but I can't find balance sheet /P&L/Trial balance....etc) other icon to import.

So now I have all excel file for old account data but don't know how import.

Please advise thanks.

Regards

Franky4

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@franky4

You need to import starting from CoA, Lists (e.g Customer, Supplier, Item), and finally Transactions (e.g Bills, Bill Payments, Invoice, Receive Payments, Sales Receipt, Journal Entry).

https://quickbooks.intuit.com/learn-support/en-uk/help-article/import-export-files/common-questions-...

Another option, purchase a 3rd party conversion service.

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According to this help articlehttps://quickbooks.intuit.com/learn-support/en-uk/help-article/import-export-files/common-questions-...the data import must be performed in the following order

1. Customers
2. Suppliers
3. Products and services
4. Invoices
5. Bills

Assuming the specific order of imports is followed, does the migration of this data also include all previously entered Journal Entries, Bills (including attachments), Bill payments etc.? So that the end result is a 100% replica of the original account?

Thanks

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@amli2019

Customers, Suppliers, Product & Service = List

Invoices, Bills = Transactions

Other transaction data (e.g Receive payments, Bill payments, Sales Receipt) = you can use a migration tool

https://get.transactionpro.com/qbo

Another option, buy a 3rd party migration service.

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