QuickBooks Import and Export

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Import into QuickBooks
  • Chart of Accounts
  • Employees
  • Customers and Vendors
  • Invoices
  • IIF Files
  • Sales receipts
  • Journal Entries
  • Bank Transactions
  • Credit Card Statements
  • Budgets
Export from QuickBooks
  • Financial information
  • Transaction List
  • Reports
  • Lists
  • QuickBooks Data
  • Client Notes & Documents
  • Timesheet Data

Ways to Import and Export Information in QuickBooks:-

Ways to Import and Export in QuickBooks

Things to keep in Mind when you Import and Export Data – Backup QuickBooks Data

Manually – Backup of Data

  • Go to the File menu
  • Switch to Single-user Mode
  • Again go to the File menu
  • Back up Company
  • Create Local Backup
  • Click on next
  • Choose a location
  • Click on OK
  • Save it now and Next.

Schedule Automatic Backups:

  • Go to the File menu
  • Switch to Single-user Mode
  • Again go to the File menu
  • Back up Company
  • Create Local Backup
  • Click on Next
  • Browse and Choose location where to save
  • Click on Next
  • Save it now and schedule future backup
  • Click on Next
  • Save backup copy Automatically when I close my company file every times box
  • Click on Finish.

Things to Import in QuickBooks Desktop and QuickBooks Online:

Things to Export in QuickBooks Desktop and QuickBooks Online:

Export Customer List from QuickBooks to Excel – Manage your QuickBooks customer list or contacts Read more
Export Contacts List from QuickBooks Pro to QBO – Manage your contacts list in QuickBooks accounting Read more
Export an Invoice from QuickBooks to Excel – QuickBooks invoice reports can be exported as Microsoft Excel workbook but with the CSV format Read more
Export Check Register From QuickBooks – QuickBooks program provides a users to export your Check Register options using the Print command Read more

Convert, Import and Export Data

Import Quicken File into QuickBooks – Converting or Importing data from Quicken to QuickBooks is a complex process. Quicken users need to do is convert Quicken data into a CSV file Read more
Import QuickBooks Enterprise to QuickBooks Online – You would like to switch from QuickBooks desktop to QuickBooks Online version Read more
Import Data from One QuickBooks File to Another – You won’t to transfer all QuickBooks data from one company to another company Read more
Convert Data File from QBO to QuickBooks Desktop – You won’t to migrating from QuickBooks Online to QuickBooks Desktop. We provide you some information Read more

How to Resolve QuickBooks Import and Export Error and Issue:

QuickBooks Won’t Export to Excel – When QuickBooks users trying to export transactions to excel, sudden system crashes or getting error Read more
QuickBooks Bank Feeds Web Connect Import Errors – Every transaction & account of a web connect file contains a unique identifier in QuickBooks Read more
QuickBooks Desktop IIF Import Error – When QuickBooks users trying to files import, but encounter an error “File not imported” Read more


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