Let me join this thread and share more details about exporting and importing data, cpabudgeter.
The steps shared by my colleague don't include the attachments. You can follow these steps on how to export them:
- Select the Gear icon and select Attachments.
- On this page, select the attachments you want to export.
- Select Batch Actions and then Export.
Once done, your attachments will be exported in a zip format. Also, please note that we can only re-import the following data/lists:
- Bank Data
- Customers
- Vendors
- Chart of Accounts
- Products and Services
- Invoices
You can manually upload transactions into QuickBooks Online if you want to bring in the 30 years' worth of transactions to the new account. Also, here's how to move your lists.
I've added some articles you can check. These will explain more how to manage your data:
I'll be here if you need more help. Just leave another comment.
