Can I migrate a company from one account to another?

My bookkeeper wants to sandbox the new company before we go live. Is it possible to migrate the company from his account to ours?

Answer

Hello there, facebook1,

Right now, migrating your online company to another one isn't possible in QuickBooks. However, you can import list of information to your QuickBooks Online (QBO) account. 

Once ready, kindly follow the steps below to successfully import your customers, suppliers, accounts, and products and services data files:

  1. Go to the Gear icon, then select Import Data.
  2. Select the data you want to import (e.g Customers).
  3. Click Browse.
  4. Select the file, then click Open.
  5. Click Next, then follow the instructions to complete the process.

Perform the same steps to import other data to QBO.

Meanwhile, you also have the option to start your company from scratch and manually enter all the information needed.

I'd also recommend looking for a third-party app that can help you make the migration possible. Just contact the third-party app of your choice to guide you with the process.

Please let me know if there's anything else I can help you with, please feel free to let me know. I'll be glad to help. 

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IntuitRea , Community Support Specialist
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