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Home
QuickBooks Q&A (ZA)
Importing and Exporting Data

Importing and Exporting Data

Importing and Exporting Data

118 Topics
269 Replies

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118 Topics

intuit_e52d77ab32b5New Member

asked in Importing and Exporting Data

Help me extract the GL for the years 2024 and 2025 in QuickBooks xml format from my online company for loading into QuickBooks desktop for offline audit

When I export . From QuickBooks online it tells me the report is too long and I don't want to download in bits and then stitch them manually..it's tedious

301

alwyn-bester-52-

asked in Importing and Exporting Data

i need a graph for each month

can you provide me a graph of my monthly income

251

intuit_163f4a1de13d

asked in Importing and Exporting Data

Hi, how can I download my quarterly records with receipts to my local drive?

I want to save my bookkeeping record on to my personal drive.

261

asked in Importing and Exporting Data

I want to use the Standard invoice template for batch invoice imports, but QB keeps reverting back to the modernised template, how do I change the default permanently?

No text available

251

asked in Importing and Exporting Data

Has anyone else had the issue where doing a import of stock removes all the classes from all your products?Tried it over and over and cant find a way around this

No text available

93

moniquekrauseacc

asked in Importing and Exporting Data

How do I get the bank statements imported the Bank CSV is not Recognised by Quickbooks although all steps are taken to make it a valid CSV as per QuickBooks requirements?

CSV file does have the required columns (Date, description, amount), description column does not have any special caracters and the date is as specified and preferred by QuickBooks (dd/mm/yyyy).

171

athaliah-athlexa

asked in Importing and Exporting Data

Can anyone help me. Bank import keeps pulling 1970/01/01 as the date even though preview of import shows correct date.

No text available

91

asked in Importing and Exporting Data

migrating from desktop to Online plus

Will be migrating to the Online Plus from my desktop.  1) I am being told that the Plus version does not have budgeting capability.  We run our Income/Expense report against a budget. But some of the online tutorials say yes for the Plus version.  Does the plus have budgets? and can you run reports against them? 2)  Does the plus version allow you to download a report to Excel? Because if no to the above will have to do a merge in Excel.

181

mosena910814-gma

asked in Importing and Exporting Data

How can switch from South African Quick Books to US Quick Books?

No text available

162

anadia-rsms-co-z

asked in Importing and Exporting Data

I imported my bank statement but used an incorrrect date format. I need to elete all the transactions with incorrect date.

No text available

41

leon-dekkerplumb

asked in Importing and Exporting Data

Hi, my bank account is having trouble syncing. It suddenly started bringing in old transactions with the new ones. It worked fine until 3 days ago. Please help?

Is there a way to reset? Any other suggestions?

21

asked in Importing and Exporting Data

Can you import noninventory items in bulk

I've download the template but it keeps changing type to stock instead of noninventory

91

1231 4567 1524 487

asked in Importing and Exporting Data

Can one import from Payfast into QBO?

No text available

21

asked in Importing and Exporting Data

Importing Inventory items into QuickBooks Online Plus - Upload does not allow zero Quantity on Hand

I need to import my Inventory of 6000 line items into QuickBooks Online Plus, but the upload does not allow products with a Quantity on Hand = 0If I change the zero quantities to 0.00001 then the upload works, but then I have to manually adjust the quantities back to zero again afterwards. Any advice please?

393

asked in Importing and Exporting Data

Preffered Supplier field not available when Importing Inventory

Preffered Supplier is a standard field when creating a new Inventory Item, but it is not available as a field when importing an Inventory list. Is there any other way to include it in the upload please? I'm loading about 6000 Inventory line items (loaded in smaller batches), so I really do not have time to go back and amend every record individually afterwards.

61

info-hlp-constru

asked in Importing and Exporting Data

I am trying to logon my RSA QBO account from another device, once I put my details in it shows access denied. Has anyone had this issue before and how can I resolve this?

No text available

101

vanstaaden-live-New Member

asked in Importing and Exporting Data

Hi, our FNB business account stopped synching to QBO. How to fix this? This seems to be a recurng issue

No text available

71

amevans786-gmail

asked in Importing and Exporting Data

I want to know if the "WooCommerce Connector by Intuit" can sync prices from QBO to woocommerce instead of just stock levels?

No text available

22

asked in Importing and Exporting Data

Quickbooks Pro 2014 Desktop Browser not recognised

Good DayIm trying to migrate from desktop pro 2014 to online, but when i select export company file the following pops up -for security, Intuit does not support this browser or version I have the latest version of firefox installed, can someone help please

122

asked in Importing and Exporting Data

Does anyone know when the issue with importing bank transaction from FNB is going to be resolved?

No text available

71

1231 4567 1524 487

asked in Importing and Exporting Data

Converting from Desktop to online. who is doing it at present and are they quicker than 2 weeks?

i wish to import inventory for a client. sub items not working and the type is an issue

317

asked in Importing and Exporting Data

I need to import about 100 purchase orders.

We are moving over from Desktop to Online QB.  Please help with the excel csv format to import purchase orders. Have about 100 to import.

102

yusuf-ariva-org-

asked in Importing and Exporting Data

Can anyone tell me how to transfer my desktop quickbooks to online quickbooks?

No text available

84

candice-fp-gmail

asked in Importing and Exporting Data

I can't upload my csv document. I definitely have the 3 required columns and have formatted the file correctly, why?

No text available

123

craig-cloudbusin

asked in Importing and Exporting Data

I have 800 transactions to import i have a csv format i also changed certain format but after all Qb shows there are no transactions to be imported?

No text available

42

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