How to Transfer your Accounts List from one QuickBooks Online company to another

If you want to move from one QuickBoooksⓇ Online (QBO) company to another, you would need to transfer your General Ledger accounts, customers, vendors and all related transactions. The first and most important step will be to transfer your Account List (Chart of Accounts). Business Importer will help you to do this in just several clicks.

Disclaimer: check out the tips section to find hot how to go about import of other transactions and lists (or the whole GL export file).

Overview:

1. Basic steps of how to move your Chart of Accounts to another QBO company
2. Useful tips on the import of Chart of Accounts

Basic steps of how to move your Chart of Accounts to another QBO company

1. Export Chart of Accounts from your current QBO company. You can use QBO Export tool or Business Importer export feature.
2. Connect your new QuickBooks Online company to Business Importer
   1) Log in to your new QBO company
   2) Go to Apps
   3) Find and launch Business Importer from QuickBooks apps or use a direct link and sign in to our app with Intuit
3. Import your Chart of Accounts to QBO in three simple steps

Useful tips on the import of Chart of Accounts

1. Business Importer can import files of Excel (.xlsx) or CSV format. To make your .iif file compatible with Business Importer check our this guide, simply rename the file and type .xlsx or .csv as the extension.

2. Try our Business Importer export feature to export all of your QuickBooks data in great details. Here’s the guide on how to export lists from QuickBooks Online.

3. If you have one file (whole GL file) containing all of the transactions, you would need to separate this sheet to several, as the app is able to import one transaction type at a time (all invoices, then all bills and so on).
Check out related guides on how to move from one QuickBooks company to another importing your QBO data by entities:
1) To learn more on how to move your Customers list from one QuickBooks company to another check out this guide.
2) Import the list of Products and Services into your new QuickBooks company
3) Transferring Bills to your new QuickBooks company is easy
4) Try importing Sales Receipts with Business Importer
5) The app will import Invoices to QBO from Excel or CSV for you.
6) How to import Journal Entries from Excel into QuickBooks Online
7) You can bulk import all of your Payments into QuickBooks online

Have you tried transferring your data from one QuickBooks company to another with Business Importer? Tell us about your experience in the comments below!