CYBER MONDAY SALE 70% OFF QuickBooks for 3 months*   Ends 12/5

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

Reply to message

View discussion in a popup

Replying to:
jamespaul
Moderator

Reply to message

Hello, foe244.

 

I'll show the step-by-step process to help you transfer your old data to the new QuickBooks Online account. 

 

You can export your lists and other data from the old QuickBooks Online account to the new one. Here's how:

 

  1. Log in to your new QuickBooks Online subscription.
  2. Click the Gear icon.
  3. Choose Export data.
  4. Toggle the data you want to export to On
  5. Click the Export to Excel button.

 

exportdata1.PNG

 

A .ZIP file will be downloaded containing the exported data. For exporting transactions, you'll want to use a third-party app. You can look for one online or in the App Center.

 

After exporting all of your data, you can start importing them to the new QuickBooks Online account. On the gear icon menu, choose Import data then choose the type of data you want to import. 

 

exportdata2.PNG

 

You can find more details about the import process here

 

if you need help managing your new QuickBooks Online account, you can visit our articles here

 

You can visit this post again if you have other questions about your QuickBooks Online account. I'm here to help you accomplish your tasks. 

Need to get in touch?

Contact us