I'd be glad to provide information on how to migrate data in QuickBooks, @Phing.
We can export reports and lists from your previous QuickBooks Online to your new one. These include the following data:
- Reports: General Ledger, Profit, and Loss, Balance Sheet, Trial Balance, Journal.
- Lists: Customers, Employees, Suppliers.
To proceed, here's how:
- Choose the Settings ⚙ icon from the tool bar.
- Under Tools, select Export Data.
- On the Reports tab, set the date range.
- Add or remove items from the Reports and Lists tabs by toggling the slider.
- Click Export to Excel.
For more information, please see this article: Export data, reports, lists, and more from QuickBooks Online.
Regarding your banking transactions, we can upload transactions to QuickBooks using a CSV file format. You can utilize this link for the detailed steps: Manually upload transactions into QuickBooks Online.
Otherwise, you can consider the suggestion provided by Fiat Lux - ASIA.
I'm also sharing this resource to help you navigate and learn the different features in QuickBooks: Get started and adjust settings after you sign up for QuickBooks Online.
Feel free to leave a comment below if you have other questions about migrating your data in QuickBooks. I'll be around to help. Keep safe!
