To export and import Payments into QuickBooks Online profiles, follow simple steps.
How to import and export Payments in QuickBooks Online company’s profiles
Before you start migrating Payments in your QuickBooks Online company’s profile, read:
Before you start migrating your Payments to new QuickBooks Online account, make sure that all necessary and linked Invoices and Credit Memos have been migrated or created previously there. Otherwise, your import would fail.
And follow simple steps:
Step 1. To export Payments from QuickBooks Online, 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, Payments).
Step 3. When the list of all your Payments appears on the screen, click on the button Export all – Export to Excel.
And confirm the action.
You will receive the Excel file (CSV) by your e-mail or you can download it at Export – Results.
Your export of Payments from QuickBooks Online is ready.
Step 4. To import Payments into QuickBooks Online, go to your New company’s profile in QuickBooks Online and connect it to Business Importer.
Step 5. Go to Import and Start new Import:
Video Guide: How to Import Payments into QuickBooks Online
1. Upload your File with Payments (that one you exported at Step 3).
2. Create mapping.
Preview and change data if necessary.
3. Start the Payments’ import into QuickBooks Online and check out the results.
You will receive an e-mail notification once the import is fulfilled, or you can check out the import results at Scheduled Imports.
The Payments’ import into QuickBooks Online is done.
Migrate QuickBooks data with Business Importer. Check if all Payments are migrated correctly to your new QuickBooks Online company’s profile. Export Payments from QuickBooks Online and Import Payments into QuickBooks Online with Business Importer.