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Importing and Exporting Data
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How do I import my monthy sales?
The import does not have this function. Yet the sample import csv file has Customer Type.
Hello, i need help how to properly import. Our client have Imonggo POS that cant sync with QBO. We already exported the 10,000 items from the POS then imported it in the Product and Services Template where there is a Quantity Column.When we tried to Import Bills, we realized there's no way to connect it to the Products per Bill Number. There's only Account Name Column there and Total Amount. Now that there's additional 5,000 items in the POS. How are we going to Import it now to QBO? Are we still going to use the Product and Services Template? Wont it override what we previously encoded?And how are we going to Import both Bills and Inventory in a synchronized way without the hassle? We had already imported Sales but the Import Template only recognizes name, not the Barcode Number. So we cant just override the Quantity by uploading all 15,000 products right? Please help. Thank you
want to subscribe software for our Company.
I choose to import all the transactions but the 'Continue' button at the bottom of the screen does not work.
There is a green checkmark on the bottom right on the account that I just uploaded the file. I did review all transaction of the last month. It shows "This account is up to date". I want to upload the file again to record another month. How can I fix this problem?
Hello Everyone, Good day. Is there a way to get "transaction list by account" or "reports" data from QBO using PBI? I filtered using the account but only giving me the balance of the account.
import accounts
the credit goes to the default bank account number. I cant see the column for debits to complete double entry
I don't want to import one by one step, for example import chart of account then bank transaction. But want to import Quickbooks account from desktop to online. Anyone have experience and can help me on this?
Michelle
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
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