Which items are recommended to export for migration to another system from QuickBooks Online?

• A. Only financial statements.
• B. Only tax forms.
• C. Bank statements.
• D. Customers, Vendors, Items, and reports.

Answer: (D)

When moving data to another system, you want the pieces that define your day-to-day operations and the snapshots that show your financial picture. Exporting customers, vendors, and items captures the core master data you need to recreate relationships, orders, purchases, and inventory in the new system. Those lists are the backbone of many transactions, so having them exported helps maintain continuity.

Exporting reports provides the exact figures and formats you rely on to verify financial results and set up the new system consistently. Having a set of reports enables you to compare and reconcile numbers after migration, ensuring the new setup reflects what happened in the old one.

Bank statements and tax forms aren’t part of the essential migration artifacts. Bank statements are external records, often sourced from the bank, and tax forms are produced for filing rather than imported as data.