My bookkeeper setup up multiple businesses in Quickbooks under 1 single company but my new accountant says I need to separate and run each business on its own. Is there a way to use Zapier to separate the existing information and extract so I don’t have to go and recreate each company?
Hey
I think it really depend how the data is structured and amount of data to be transferred. I think how you want to approach it through Zapier is to export the Quickbooks data in a CSV and after that uploading that to Google Sheets. The thing is Zapier is made for new data rather than historical and by transferring to Sheets it will be treated as New Data. After that you can make the Zaps normally to sync the data.
Do also keep in mind the flood protections limits while transferring large amounts of data. See more about it here- https://help.zapier.com/hc/en-us/articles/14230420160269-Choose-your-Zaps-flood-protection-limit.
Hope it helps!
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