I'm here to help you migrate your data to your new company, dlm0502.
Yes, there is a tool you can use to move your file that doesn't cost anything. We can use the Export data feature to transfer your transactions manually to Excel. Then, import them to the new account.
Here's how to use the feature:
- Go to the Gear icon.
- Select Export data under Tools.
- Choose the data you want to export.
- Once ready, click on Export to Excel.
To export your non-posting transactions and attachments, I suggest checking out this article: Export Reports, Lists, and Other Data from QuickBooks Online.
Once done, follow the steps below to import your books:
- From the Gear icon, select Import data.
- Choose the transactions you want to import.
- Follow the on-screen instructions to complete the process.
Alternatively, you'll want to consider using a third-party migration tool that will help you transfer your data seamlessly. You can visit our QuickBooks Apps Store page to look for an app. You can also do this inside the program by going to the Apps menu.
Once you move everything successfully, I recommend running reports to review the transactions and ensure your record is accurate.
Please keep us posted if you need assistance while working on your books. We're always here to help you out.
