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

Transfers

To export and import Transfers into QuickBooks Online profiles, follow simple steps.

How to migrate Transfers in QuickBooks Online company’s profiles 

Before you start migrating Transfers 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.

7. How to Export and Import Deposits into 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, Transfer).

export and import Transfers into QuickBooks Online

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

export and import Transfers into QuickBooks Online: Upload your file

2. Create mapping.

export and import Transfers into QuickBooks Online: mapping

3. Start import and check the results.

results of export and import Transfers into QuickBooks Online

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

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

Results in QBO: import Transfers into QuickBooks Online

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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