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

 

Categories
bank feed Banking

QuickBooks Online Bank Feed: How to import/export bank rules

Bank rules are great for controlling how incoming bank transactions are categorized before you accept them into QuickBooks. Rules save time and minimize typing mistakes!

This article explains how to import and export rules, which is convenient if you manage multiple companies (like accountants often do).

SOURCE: http://quickbooks.intuit.com/blog/how-to-import-export-quickbooks-online-bank-rules/#respond

Categories
Chart of Accounts Import Data

How to import Chart of Accounts in new QuickBooks Online?

Here are the steps needed to import the Chart of Accounts:

  1. From the gear icon go to Import Data and choose Chart of Accounts.
  2. Read the checklist before importing and make sure your file fits the requirements for import (must be a .csv or Excel file format and must have Account Type and Name fields). I recommend downloading this sample Excel spreadsheet and use it as a format:  https://www.quickbase.com/up/bfwy8i23w/g/re7/eg/va/QuickBooks_Online_COA_Sample_File1.xls
  3. Click Choose File to find your file.
  4. Click Open.
  5. Click Continue.
  6. Click the drop-down menus next to the field descriptions to choose which field to import. If you don’t use a field, choose I don’t have this.
  7. When you’re ready, click Continue.
  8. If you’re missing critical fields, we’ll tell you by showing you an icon with an exclamation point and an instruction (such as Choose typeChoose detail type, or both).
  9. When you’re done, click Import [number] Records.

Important information to note:

  • The Type and Detail Type should match the types in QBO.  If not, you’ll get an error message in red and will need to change each line item manually.
  • Right now you can’t add new types or detail types; these are hard-coded into the system.  Please select the best fit for each account.  Here’s a link to a spreadsheet that has all the detail types listed: Detail Types:  https://www.quickbase.com/up/bfwy8i23w/g/rhw/eg/va/CoA%20Types%20%20Detail%20Types.xlsx
  • The import limit is 2 MB or 1000 rows.
  • The colon character isn’t allowed, so parent:sub-account relationships will have to imported as parents first, then adjusted to become subs on the chart of accounts after the import is completed.
  • See the Learn more link inside QuickBooks Online for exact limits on name lengths and other restrictions.
  • The import is ADDITIVE. That means that it will add accounts to the already-existing Chart of Accounts but won’t subtract the standard ones that came with QuickBooks Online.

IMPORTANT NOTE: You can’t undo this import.

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