Importing and Exporting Data
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Michelle
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How do I switch the subscription to the company that I'm actually using?
How to export Purchase transactions, if the Purchase by Product/Service detail is empty, for migration to Zoho Books.
Hi,I've recently switched from Surf Accounts to Quickbooks Online and I'm looking to import all of my existing data, including customers, customer balances, purchase records, invoices and so on. The file that Surf Accounts exports is a single XML file which I've been able to transform into an Excel file however it still doesn't seem to work for Quickbooks.Does anyone have experience with a similar migration? Do I need to consult a third party to assist with the migration or does Quickbooks have a sufficient onboarding/migration team that can help with things like this?Thanks,Paul
Is it possible to mass load recurring invoices? Example: August Services with different prices need to be loaded to all customers.
Hola. Pude importar un plan de cuentas correctamente. El unico inconveniente que no logro resolver es cómo hacer que también se importe cuando una cuenta es Primaria y cuando otra es secundaria. ¿hay alguna forma de hacer que esto se pase también automaticamente desde el excel? El excel que importé tenía una secuencia masomenos así: 1101 Activo Corriente = CUENTA PRIMARIA[removed] Caja = CUENTA SECUNDARIA [removed] Banco = CUENTA SECUNDARIA Pero quedaron en Quickbook todas como si fueran primarias. No me separó cuales eran las secundarias y esto tuve que hacerlo a mano, una por una. ¿Hay forma de que en la importación del plan de cuentas pueda ponerle si corresponde a primaria o a secundaria? Gracias
can i migrate from desktop quick book to online quickbooks?
We only migrate GL balance from previous year to QB currently. Going forward we want to migrate GL balance + transaction details of each account on QB. How to do that and is there a .csv format available for migration?
This app helps to educate the people in the awareness programs
Jow do I import my excel file of expenses to quickbooks?
In our app merchants in Uganda can perform the following types of transactions using Mobile Money:Payment: movement of money from customer to merchant in exchange for goods or services. Withdrawal: movement of money from customer to merchant in exchange for cash. Top-up: movement of money from merchant to customer in exchange for cash. Refund: movement of money from merchant to customer linked to the successful payment in the past. We need to export these transactions into QB.Would it be correct to create the following transactions for each merchant in their QB online company?:Sales receipt for our Payments and WithdrawalsRefund receipt for our Refunds and Top-ups Thanks in advance.
Hi. We've recently started using Quickbooks Online.Is there a total limit to the attachments we can store in our account?I understand there is a 20mb limit per transaction. We find it convenient to be able to store the scanned copies of files here per transaction, we're just worried as to the limit of how much in total we can add. Thanks for your help!
My accounts are IFF files and can not be converted to .xls or csv.
Hola. En Uruguay debemos usar la cotización del dólar que publica el BCU (Banco Central del Uruguay). ¿cómo hago para importar a QB éstas cotizaciones? De la página del banco yo las puedo obtener en formato: excel, txt, XML. ¿Cómo se hace para llevarlo a QB?
Hola. Tengo un presupuesto ya armado en excel. ¿cómo hago para importarlo a presupuestos dentro de QB? Y luego de tener mi presupuesto, ¿hay una forma de que compare el presupuesto armado con la realidad? Gracias.
How do you export all project expenses to excel without tax added. There is only an option for a Total column which includes tax.
The default RCS rate should be used only for imports within EU, correct? How then to account for import of services from outside EU?
I want to export all the excel with attachment data from quickbook online. Any suggestion help me a lot
can land and buildings, motor vehicles etc be imported into QB online from an excel spreadsheet?
I need to import a bulk credit notes ?
i want to know how to access my data from the desktop version using QB online?
