How do you export data from QuickBooks Online for migration to another system?

• A. Export only customers and vendors.
• B. Copy data manually from QuickBooks UI to the new system.
• C. Use Export for key lists (Customers, Vendors, Items) and reports, save as CSV/Excel, and verify data before import.
• D. Use screen-scrape tools to capture data.

Answer: (C)

Exporting data for migration relies on using the built-in export capability to capture structured lists and reports that map cleanly to the destination system. QuickBooks Online lets you export key lists such as Customers, Vendors, and Items, along with common reports, into CSV or Excel files. Save these exports and then review and validate the data before attempting an import into the new system. This approach preserves the important fields (names, addresses, contact info, item details, prices, etc.) and keeps the relationships between records intact as much as possible, making the migration smoother and less error‑prone. Verifying data before import helps catch mismatches in fields, missing records, or inconsistencies, and is essential for a successful migration. Exporting only a subset (customers and vendors) misses items and other critical data; copying data manually from the UI is tedious and error-prone; screen-scrape tools are unreliable for structured data and often not feasible for a clean migration.