Getting Started

I'm here to guide you in creating a replica of your books of accounts from your QuickBooks Online (QBO) company to your other account, @Pradeep K.

You can move your existing lists from another QBO company. To do this, you'll have to manually export your books of accounts to an Excel file and import them to the other one. This way, there'll be no changes in your original books.

There are a few ways to export your data out of QuickBooks. Many forms, lists, and reports have a download button (Please see the attached file below).

You can save the data onto your computer's hard drive or follow these steps below on how to export your account list. Here's how:

1. Go to the Reports menu.
2. Search for and run the Account List report.
3. Customise the list report's columns (i.e., Account Name, Type, Detail Type).
4. Click the Export icon and select Export to Excel.
5. Check the details and save the report as Excel or CSV.

After that, log into your other QuickBooks company and import your books of accounts. Here's how:

1. Go to the Gear icon.
2. Select Import data.
3. Choose Chart of Accounts (I've attached a screenshot below for your reference).
4. Map your data and follow the on-screen instructions to complete the process.

To learn more about exporting and importing your lists (suppliers, customers, inventory, and chart of accounts) to QBO, I encourage you to check out this article: Move your lists to QuickBooks Online.

Once done importing, the next step is to download your transactions to QuickBooks. You can either connect your accounts to online banking or manually upload them. Then, categorise them to keep your books updated.

Let me know in the comments below if you need further assistance in managing your books of accounts in QBO. I'll be glad to help. Take care always.