To export and import Credit Card Charges in your QuickBooks Online profiles, follow simple steps.
How to migrate (export and import) Credit Card Charges into QuickBooks Online company’s profiles
Before you start exporting and importing Credit Card Charges into 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, Credit Card Charge*).
*Warning! Sometimes QuickBooks Online doesn’t display all your Credit Card Charges in the entity Credit Card Charge. To check it out, please, select All Expenses entity on this step. If you see more Credit Card Charges, you can select them manually and export into a separate Excel file (and then import it to your new QuickBooks Online account).
Step 3. When the list of all your Credit Card Charges 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 Credit Card Charges (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 Credit Card Charges migration is ready. Check if all Credit Card Charges are migrated correctly to your new QuickBooks Online company’s profile.