How do i export all transactions

I’m here to ensure all your transactions will get exported so you can successfully import them to your new version of QuickBooks, @saturdaysnyc.

QuickBooks Online offers a simple way of moving entries so you can download and import them anytime.

You can export your reports and lists into individual Excel files contained in a zip format in one just one process. You’ll want to make sure to filter the date period to cover year-to-date transactions. Here’s how:

1. Go to the Gear icon.
2. Under Tools, select Export Data.
   
3. On the Reports tab, set the date range to year-to-date.
4. Add items from the Reports/Lists tabs by toggling the slider.
5. Press Export to Excel.
   

Please know that you’ll need to export non-posting transactions and attachments separately since it doesn’t include in the lists. You can follow the instructions listed in this article to do so: Export reports, lists, and more.

You can also customize your other reports if you wanted to export specific details of your transactions in QuickBooks.

I’ve attached a reference for importing data to Online and Desktop versions. It has information that ensures data imports precisely and into a specific order.

By following these steps, you surely get moving. Let me know if you still need further assistance during the importing process. I’ll always be here to assist you.

..... from Client to Customer Advance which are the same company, but all the accounting is being done in Client of our self!

1. Is this possible outside of backup which does not work due to Our Company "Client" is under Our Company "Customer".

2. What can export and be imported is not the same from Client to Customer.  Actually they do not match 100% which makes sense based upon the original setup.

I have spent hours upon hours on this trying to get resolve under CS with no resolve.  It seems that everyone is at a different level of knowledge and each have a thought.  It appears at this point, with another solution that was offered by CS, was to have an outside company to complete my request.   I know this as an option but really do not want to spend additional money.

For the Sake of Clarity!!  This is NOT from platform of Desktop to QB Online, but rather QB Online to QB Online.

Thanks for your time in responding!