How do I migrate data to my new, donated QuickBooks Online subscription?

You have 60 days after you create your new, donated QuickBooks Online account to migrate your data from an existing QuickBooks Desktop or copy your existing QuickBooks Online company.

Need help? TechSoup offers remote QuickBooks Data Migration Support or you can contact QuickBooks Online Support.

Migrate Data from QuickBooks Desktop

Follow Intuit's step-by-step instructions for migrating from a desktop version of QuickBooks.

You must choose the company you wish to import your data into as part of this process, and you cannot change the company type. Only users with administration-level permissions can import data, and all data must be imported within the first 60 days of creating a QuickBooks Online account.

Copy a Company from an Existing QuickBooks Online Subscription

To migrate your data from your QuickBooks Online, both your original subscription and new, donated subscription must be at the QuickBooks Online Advanced subscription level.  The ‘copy company file’ feature is only available when both subscriptions are QuickBooks Online Advanced.

QuickBooks Online Plus: Access the copy company file feature by temporarily upgrading both your existing and new subscriptions to QuickBooks Online Advanced.  To avoid being charged downgrade the subscriptions back to QuickBooks Online Plus once the company file is copied.  You may want to cancel your existing, commercial subscription instead of downgrading.

1. Sign in to your QuickBooks Online account.  
2. QuickBooks Online Plus only: upgrade both subscriptions to QuickBooks Online Advanced
3. Switch to your old company that has a QuickBooks Online Advanced subscription. 
4. Follow Intuit's instructions beginning at step 2 to enable backups and copy the old company data to the new company you created when setting up your donated subscription.
5. Downgrade or cancel the QuickBooks Online Advanced subscription for your old company.