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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
Company Gear Import Desktop Data Tools

How to import a QuickBooks desktop backup company file to QuickBooks Online?

It’s not possible to import a QuickBooks desktop backup file directly into QuickBooks Online.

If you only have a backup and don’t have QuickBooks desktop installed on your computer, you will first need to install a trial version of QuickBooks on your computer.

Follow the steps below:

  1. Download and install a QuickBooks Trial:

Windows Desktop Trial Link: http://http-download.intuit.com/http.intuit/Downloads/2012/Latest/Setup_QuickBooksPro2012.exe (License # 7482-8847-2621-492 / Product # 204-992)

Mac Desktop Trial Link: http://http-download.intuit.com/http.intuit/Downloads/2014/Latest/QuickBooksProMac2014Trial.dmg

  1. Skip (or exit) the “getting started” interview.

  2. In the QuickBooks trial, choose File > Open or Restore Company to open the backup file. (File > Open Company in Mac)

  3. After it’s restored, take these two steps (also read related articles below)

  • STEP 1 > In QuickBooks for Windows, choose Help > Update QuickBooks.
  • STEP 2 > After the update is complete, restart QuickBooks, choose Company > Export Company File to QuickBooks Online.

Click on the screenshot below to enlarge it
steps to import your data

Then, follow the rest of import instructions:

replace or new

 

Related articles:
Import into QuickBooks Online from QuickBooks Desktop for Windows

Survival Guide – Import to QuickBooks Online from QuickBooks Desktop

Import into QuickBooks Online from QuickBooks Desktop for Mac

 

#QuickBooks Online