To export and import Estimates into QuickBooks Online profiles, follow simple steps.
How to import and export Estimates in QuickBooks Online company’s profiles
Before you start migrating Estimates in your QuickBooks Online company’s profile, read:
And follow simple steps:
Step 1. To export Estimates 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, Estimate).
Step 3. When the list of all your Estimates 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 Estimates from QuickBooks Online is ready.
Step 4. To import Estimates into QuickBooks Online, 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 Estimates (that one you exported at Step 3).
2. Create mapping.
Preview and change data if necessary.
3. Start the Estimates ‘ import into QuickBooks Online and check out the results.
You will receive an e-mail notification once the import is fulfilled, or you can check out the import results at Scheduled Imports.
The Estimates’ import into QuickBooks Online is done.
Migrate QuickBooks data with Business Importer. Check if all Estimates are migrated correctly to your new QuickBooks Online company’s profile. Export Estimates from QuickBooks Online and Import Estimates into QuickBooks Online with Business Importer.