How to migrate company’s profiles in QuickBooks Online: export and import Vendors/Customers

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

How to migrate in QuickBooks Online company’s profiles 

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

1. How to Export and Import Accounts 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, Vendors).

export vendors

Step 3. When the list of all your Vendors appears on the screen, click on the button Export allExport 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 Vendors (that one you exported at Step 3).

import vendors

2. Create mapping.

mapping vendors

3. Start import and check the results.

vedors import results

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

vendor import qbo

How to migrate Customers in QuickBooks Online company’s profiles 

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, Customers).

Step 3. When the list of all your Customers 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 Customers (that one you exported at Step 3)

customer import

2. Create mapping.

customer mapping

 

3. Start import and check the results.

customer import result

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

customer import result qbo

 

Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on 302-261-3644 or write to support@cloudbusinessltd.com.

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adodvolha

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