When preparing a QuickBooks Online (QBO) file for copy, there are certain things that can and cannot be imported. Rewind QBO Copy will automatically copy specific information from the originating file to the destination file.
In this guide, learn:
- What can and cannot be copied through manual copy and Rewind Copy.
Manual File Migration
If you are manually uploading and downloading information, and not using Rewind QBO Copy, this is what can and cannot be imported.
What can be imported:
- Customer details
- Supplier details
- Chart of accounts (not sub accounts)
- Account balances
- Customer balancers
- Bills and open invoices
- Supplier balances
- Items lists*
*You will download these items lists out of the originating file and upload them to the destination file.
What cannot be imported:
- Reconciliation reports
- Recurring transitions, including recurring credit card charges from the merchant centre
- Customized reports
- Audit trail
- Attachments
- Payroll
- Projects, locations, or classes
- Tax codes
Rewind QBO Copy File Migration
Using Rewind, these are the things that will automatically come over in the QBO file copy:
- Customer details
- Supplier details
- Chart of accounts
- Account balances
- Open items (open invoices and bills)
- Items list
You are basically creating a copy of the file including the AR and the AP.
Closed API items will not be copied over. QBO does not allow these files to come over whether they are being imported, copied through Rewind, or migrated from a QuickBooks Desktop file.
What will not be copied through Rewind:
- Reconciliations
- Recurring transactions
- Customized reports
- Audit trail
- Attachments
- Payroll
- Projects, locations, or classes
- Tax codes
This article originally appeared by our friends at Rewind.
