I have a client that needs to create a new company, but wants to be able to keep some history. What do you recommend for that?

We have a client that needs to set up a new QBO company file but doesn't want to lose all history from the previous company.  Are there reports or methods you use for capturing that history that you can recommend?

Answer

You can export your data from your old company and import it to the new account, ["hwhite"].

Let your client bring the data from the old company to the new company by exporting the list to import it to the new company. 

However, the following information are the only lists from QBO that can be exported: vendors, customers, products and services, and chart of accounts.

Here are detailed instructions on how to import each list:

Check these articles for more information:

    Keep me posted on how it goes after trying the steps mentioned above by leaving a comment below. I’m always here to assist in moving your list. Take care and have a great rest of the day.

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    IntuitMaryJoy , Community Support Specialist
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