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DanStevenson
October 26, 2021
Question

Exporting and Importing data - QB Enterprise Solutions

  • October 26, 2021
  • 2 replies
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Our IT consultants were doing an upgrade/rebuild and our QB was corrupted.  They tried to fix this for several days while new activity was being posted.  Eventually, we cut them off and had them revert to the "pre-upgrade" file and a separate file that has the bad base data, but 5 days worth of current data.

 

There are thousands of sales orders and invoices within those 5 days along with cash receipts and AP transactions.  Additionally, there are non-accounting related changes (i.e. a date or note on a file) that need to be captured.  They/we contacted QB Pro Support and they said they could export the data out for those 5 days and help us merge it into the other file.  We are now being told that QB doesn't do that and we need to use 3rd party software.

This solution seems illogical as the file and program we have has no customization nor any special bolt-ons that aren't through QB API processes.

 

Has anyone ever dealt with something similar and, if so, what was the solution or how can we export/download the transactions ourselves and be sure that we have captured ALL of the activity in those 5 days? 

2 replies

MariaSoledadG
MariaSoledadG
October 27, 2021

Let me guide you on you can import and export data, DanStevenson.

 

We have several ways on how you can export and import information in QuickBooks Desktop. You can import things like bank transactions, accountant’s changes, general journal entries, and batch transactions. You can also import your customers and vendors.

 

Apart from this, you can import transactions using IIF files but you can't export them from QuickBooks. To give you more specific ways on how to do it, go through this article for your guide: Import And Export Data In QuickBooks Desktop. If you want to have a smooth process in exporting transactions and make sure to capture all the activity within those 5 days, you can use explore our Intuit Marketplace so you can search for an app. 

 

In addition, QuickBooks Desktop provides different reports that will show the information you need. You can check out this article for your reference: Understand Reports. 

 

Fill me in if you have any questions about exporting and importing data. As always, we're here to make sure that everything is taken care of. 

Fiat Lux - ASIA
Fiat Lux - ASIA
October 27, 2021

@DanStevenson 

I need a little explanation on your case. You said your IT consultant was trying to fix your main company file and yet at the same time you were still recording new transactions for the last 5 days on the second business file. Why don't you just use the second company file with the latest transactions to date?

 

You can migrate data between company files by using IIF feature. If you are not familiar with it, you can utilize a 3rd party migration tool.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Anyway, you may contact us in private to get the second opinion for your rebuild issue.

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