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:
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).
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.
Step 5. Go to Import and Start new Import:
1. Upload your File with Transfers (that one you exported at Step 3).
2. Create mapping.
3. Start import and check the results.
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.