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Yes, Jennifer, you can migrate data from one QuickBooks Online account to another. Let me provide two approaches based on your situation.
Since your new account already contains data, you can use the Spreadsheet Sync feature in QuickBooks Online Advanced. With this tool, you can easily export relevant invoices, payables, and job account data from your old account.
To access Spreadsheet Sync from your QuickBooks Online Advanced dashboard, follow these steps:
- Navigate to the Gear icon and select Spreadsheet Sync.
- In Excel, go to the Home tab on the ribbon and select Spreadsheet Sync.
- Click on Get Started, then choose Sign in, and enter your QuickBooks User ID and Password to access the tool.
For more guidance on preparing and mapping your data, check out this article: Get started with Spreadsheet Sync.
To make the process smoother and avoid duplicates or data discrepancies, I recommend working with your accountant. They can also review the transactions that overlap between systems.
Here's a sample screenshot of how you can import it to your new account:
If you want to automate the process without manual effort, you can explore our third-party app to find a tool for migrating your payables and receivables data.
Please let us know if you need any further clarification. We're here to assist you.
