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

payments1

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:

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. 

8. How to Export and Import Transfers into QuickBooks Online company’s profiles. 

9. How to Export and Import Vendor Credits into QuickBooks Online company’s profiles. 

10. How to Export and Import Invoices into QuickBooks Online company’s profiles. 

11. How to Export and Import Sales Receipts into QuickBooks Online company’s profiles.

12. How to Export and Import Bills into QuickBooks Online company’s profiles. 

13. How to Export and Import Purchase Orders in QuickBooks Online company’s profiles. 

14. How to Export and Import Journal Entries in QuickBooks Online company’s profiles. 

15. How to Export and Import Refund Receipts in QuickBooks Online company’s profiles. 

16. How to Export and Import Estimates in QuickBooks Online company’s profiles.

 

Important note!

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).

export payments in quickbooks online

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.

export Journal Entries from QuickBooks Online

Step 5. Go to Import and Start new Import:
Video Guide: How to

1. Upload your File with Payments (that one you exported at Step 3).

export payments in quickbooks online_ import payments to migrate

2. Create mapping.

import payments in quickbooks online

Preview and change data if necessary.

import payments in quickbooks online

3. Start the Payments’ import into QuickBooks Online and check out the results.

import and export payments in quickbooks online

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.

import and export payments in 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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