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Replying to:
Ethel_A
QuickBooks Team

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Hello there, @erkatz.

 

Thanks for contacting the Community for support. I'd be happy to provide some information about importing files into QBO.

 

One option you may want to consider is to export the data from the old QBO. The data that can be exported and imported are Bank Data, Customers, Vendors, the Chart of Accounts, Products, and Services, and some reports. There are just a few steps to get this done.

 

Here's how:

 

1. In the old QBO account, click the Gear icon in the top right corner.

2. Select Export Data.

3. You'll be asked why you're exporting. Choose an answer and click Continue.

4. In the Export Data window, select the data that you'd like to send to Excel.

5. Choose Export to Excel.

 

 

This article will provide additional information on importing and exporting in QBO: https://quickbooks.intuit.com/community/Reports-and-accounting/Export-then-import-list-data-into-Qui...

 

At this time, there isn't an option to export and import file data directly in QBO without Excel. I can see how this would be helpful. I'll be sure to send a message to the Product Development Team to let them know you'd like to have this ability.

 

You can keep up with feature releases and product updates by viewing the QuickBooks Blog: https://quickbooks.intuit.com/blog/.

 

I wish you and your business continued success. Please let me know if you have questions about this process or anything else in QuickBooks. Take care.

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