Copy your QuickBooks Online data into a new company with ChronoBooks
Have you ever needed to make a copy of a QuickBooks® Online company? If you’re working with a U.S. company, you might have done that in the past by exporting from QuickBooks Online to QuickBooks Desktop, and then importing into a new QuickBooks Online company. Now, there’s a new way to copy a QuickBooks Online company by using ChronoBooks, a QuickBooks Online app available on the QuickBooks App Center.
ChronoBooks can back up and restore QuickBooks Online companies, but it can also copy a company’s data into a new company without converting to, and from, QuickBooks Desktop. That means you get to keep more of your data, such as attachments, location/departments, custom fields and more. ChronoBooks also supports companies using multi-currency and companies using the global (non-U.S.) version of QuickBooks Online.
Here are some of our favorite uses for copying a QuickBooks Online company with ChronoBooks:
1. Moving a new client into a discounted company. If you’d like to move a client into a QuickBooks Online company with a discounted subscription such as wholesale billing or non-profit discounts), you can use ChronoBooks to migrate the data from one company to the other. Make sure to read the list of what ChronoBooks is able to copy since you’ll need to set up anything else manually.
2. Change of ownership. If your client is selling their business or acquiring another, they’ll be merging the accounting processes of two businesses. In addition to backing up your company with ChronoBooks during this period of change, you may want to create a copy of the acquired company’s books as of the sale date for the previous owner’s records. If you contact ChronoBooks support, they can also help you merge data from two companies.
3. Creating a sandbox to test a new integration. If your client is integrating a new app integration, such as a solution for inventory, time tracking, CRM or something custom, you can use ChronoBooks to copy your existing data into a new company that you can use as a “sandbox.” If you keep your original company backed up while you are implementing the integration in your production system, you can use ChronoBooks to restore your company if the integration goes awry.
ChronoBooks is available on the QuickBooks App Center and includes a 14-day trial. ProAdvisors® also receive one company backed up for free and a discounted rate. To apply for ProAdvisor benefits, send a message to ChronoBooks support within the ChronoBooks App.