Categories
Export Data QuickBooks Canada Tools

New data export options for QuickBooks Online (Canada only)

New data export options for QuickBooks Online (Canada only)

  • Export reports
  • Export lists

QuickBooks Online now offers a simple process to export financial statements, as well as key lists, in one step. This means that the data you enter into your file can be downloaded to your local machine at any time. Learn more HERE.

Categories
Company Gear Export Data Tools

How can i import QuickBooks Online into a new QuickBooks desktop version I bought using Google Chrome, NOT Internet Explorer

You must use Internet Explorer to move your company data from QuickBooks Online to QuickBooks Desktop edition.

To export data:
From the home page screen > company gear (upper right corner) > tools > export data

Click on the screenshot below to enlarge it
export overview

The export to desktop provides you with a local copy file that must be opened in desktop within 10 days. Exporting data to QuickBooks desktop edition or creating a local copy has several known issues.

In some cases, it would be better to just start with entering opening balances from Balance Sheet or Trial Balance (if transferring in during the fiscal year).

MUST DO: Print (and download to Excel) all major reports from QBO. Do not forget Sales Tax reports and Inventory related reports if applicable.

Do not forget to CANCEL your QBO subscription. Make sure account is NOT suspended.

Here are some helpful links, you must read (twice) before starting this project:

  1. Save your data to Excel
  2. Export limitations
  3. Convert QuickBooks Online company file to QuickBooks desktop

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Categories
Export Data

Can I go back to QuickBooks Canada desktop (Pro or Premier) if I am not happy with QuickBooks Online?

As I understand it, you cannot export company data file from QuickBooks Online edition into QuickBooks desktop in Canadian versions (Pro or Premier) at this time.

This is what they recommend, in case you are thinking of moving from QuickBooks desktop to QuickBooks Online edition.

When you export your company file to QuickBooks Online it creates a copy of your data. The company file on your computer (for QB desktop) remains intact so you can always go back.

Important Note: For your trial period, we recommend running both company files in conjunction with one another. Data from QuickBooks Online is not backwards compatible into QuickBooks Pro or Premier. So if you decide to go back to QuickBooks Pro or Premier, the data you have entered into QuickBooks Online will not carry over. Double entries will be required.

Categories
Export Data Import Data

Survival Guide: Import and Export Limitations of QuickBooks Online QBO

It is highly recommended reading these articles (and more help) if you are converting from or to QBO. Note: This is not a seamless process. Expect too many hurdles to overcome!

Import limitations from QuickBooks desktop (QBDT) version to QuickBooks Online (QBO).

What doesn’t come over during an import from QuickBooks Desktop – Import Limitations (US only). Click here.

Export limitations from QuickBooks Online (QBO) to QuickBooks desktop version (QBDT).

Export limitations for QuickBooks Online to QuickBooks Desktop. Click here to see this article.

Export limitations… more





See also.

For Export from QBDT to QBO:
Import into QuickBooks Online from QuickBooks Desktop for Windows (US only). Click here to see this article.

The Accountant’s Guide to Moving Clients QuickBooks Online (QBO). HERE.

For Export from QBO to QBDT:

Visual Guide to Export..here

Exporting from QBO to QuickBooks desktop editions.. here

Convert QuickBooks Online company file to QuickBooks desktop.. here

Categories
Export Data QBO QuickBooks

I am trying to export from Quick Books Online to Quick Books Pro desktop version. I can find no Company Tab to select.

In old QBO:

From the home page screen > select company > select export data

In new QBO:

From the home page screen > select company gear (upper right corner) > select tools select export data

It goes through two phases with several steps within each phase. It is not a seamless process. Use Internal Explorer for this tasks.

For details, read these articles:

https://qboe.custhelp.com/app/answers/detail/a_id/4682/kw/4682/r_id/103898

Also, be familiar with all export limitations before this job.

Categories
Export Data

Can you convert QuickBooks Online (QBO) version to QuickBooks desktop (QBDT) version?

You can, but it comes all kinds of hurdles. It is not recommended at this time.

If you have to, please read these two articles.

If you read the following instructions, it’s clear they have not made new improvements in this area for few years now.

      Detailed instructions ………… Note: You must log in as the QuickBooks Administrator to convert your company file and you must be using Internet Explorer to access QuickBooks Online.

      Lists & Transactions ……….vi Change the Browser Mode to IE8 Compatibility View.

Categories
Export Data

How to download a Customer Invoice into Excel?

Actual Invoice can not be exported to Excel. They have Invoice report which can be exported to Excel. If you would like an Invoice report

<

ul>

<li>From the home page screen, go to blue navigation bar on the left,</li>

<li>Select Transactions</li>

<li>Select Sales</li>

<li>Select Filter, Type, Invoices, Choose date range and click Apply</li>


<li>Once the report is generated, you will see a symbol with a piece of paper and an arrow (between print list icon and setting gear icon, located far right corner). Chose this button to export to Excel.</li>
Categories
Export Data

How do you put your QuickBooks Online onto a flash drive?

That’s a really great question! While you can absolutely make a copy of your QuickBooks Online data and store that copy on a flash drive, there are a few limitations that I’d like to go over with you first. That copy of the data is intended for your own peace of mind. You will not be able to move that data back into QuickBooks Online. You will also not be able to import a local copy file stored on a flash drive directly into a desktop version of QuickBooks.

IMPORTANT information about the local copy:

  • Cannot be used to work offline. You can’t make changes to your local copy and move them back into your QuickBooks Online company.
  • Cannot be used as a snapshot to restore your data into QuickBooks Online in the future.
  • Can only be done from a PC using Internet Explorer (IE10) at this time.
  • Cannot be directly imported into QuickBooks desktop software. Choose the “Export to QuickBooks desktop edition” option instead of the “Create a local copy” option if the data is to be used in QuickBooks desktop.
  • Will include your most important financial information, but some information will not be included.

In addition, you must maintain the security of the data yourself. QuickBooks Online can only safeguard data that resides on our servers.

How does it work?

You can download a copy of your data to store on your own PC or flash drive with just a few short steps. While you are unlikely to ever need to access the file, it might make you feel more comfortable knowing you have it.

    1. Click the gear in the upper right of your Home screen.
    2. Choose Export Data from the dropdown.
    3. You may or may not see this message: IMPORTANT: Before you can perform either of the tasks below, you must install an ActiveX control.
      • If you do not see the message proceed to the next step.
      • If you do see the message but, below it you see: ActiveX control successfully installed. You can…, proceed to the next step.
      • If you do see the message and below it you see an Install button, you will need to click Install and finish the Active X installation in order to complete the local copy, then proceed to the next step.
    4. Scroll down to the section that reads, Create a Local Copy “Have a copy of my data on my computer (a “local copy”). Click the link for Local Copy Interview.
    5. Complete the remainder of the interview.

After you create a local copy of your data, you can just download it and keep it on your computer. Here’s how:

  1. Click the Activity from your Home screen that starts with Download the company file created on…

          Note: The company file will only be available to download for 10 days; after that, the link expires and you will have to perform the above steps again.

    1. Click I’m creating a local copy to keep on my computer.
    2. Click Download.
    3. A window will open allowing you to choose a location to save your file. Browse to the location you would like to keep the file (like maybe that flash drive).
    4. Click Save.

If you ever need to read the contents of the file, you can open it in a program such as Microsoft Word or Excel. However, you may need someone with programming skills to help interpret it! Hope that helps you get what you needed!