How to migrate company’s profiles in QuickBooks Online: Export and Import Deposits into QuickBooks Online

deposits

To export and import Deposits in your QuickBooks Online profiles, follow simple steps.

How to migrate Deposits in QuickBooks Online company’s profiles 

Before you start migrating Deposits in your QuickBooks Online company’s profile, read:

1. How to Export and Import Accounts in QuickBooks Online company’s profiles. 

2. How to Export and Import Vendors and Customers in QuickBooks Online company’s profiles. 

3. How to Export and Import Employees in QuickBooks Online company’s profiles.

4. How to Export and Import Checks in QuickBooks Online company’s profiles. 

5. How to Export and Import Cash Purchases in QuickBooks Online company’s profiles.

6. How to Export and Import Credit Card Charges in QuickBooks Online company’s profiles.

And follow simple steps:

Step 1. Go to your old QuickBooks Online company’s profile and connect it to Business Importer.

Step 2. In Business Importer go to Export – Select Entities. Choose the Company and Entity (in this case, Deposit).

export deposit

Step 3. When the list of all your Deposits appears on the screen, click on the button Export all – Export to Excel. And confirm the action.

You will receive the Excel file (CSV) to your e-mail or you can download it at Export – Results.

Step 4. Go to your New company’s profile in QuickBooks Online and connect it to Business Importer.

integrate new

Step 5. Go to Import and Start new Import:

1. Upload your File with Deposits (that one you exported at Step 3).

deposit import upload the file

2. Create mapping.

deposit mapping import

 

3. Start import and check the results.

deposit import finished

You will receive an e-mail notification once the import is fullfilled, or you can check the import results at Scheduled Imports.

Your Deposits migration is ready. Check if all Deposits are migrated correctly to your new QuickBooks Online company’s profile.

quickbooks deposit

Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on (469) 629-7891 or write to support@cloudbusinesshq.com.

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adodvolha

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