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.

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 The export to desktop provides you with a local copy file […]

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 […]

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 […]

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 […]

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. Convert QuickBooks Online company file to QuickBooks desktop Export limitations If you read the following instructions, it’s clear they have not made new improvements in this area for few years […]

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 […]

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 […]