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I know a way to accomplish that, @thomas48.
You can export all your lists and reports into individual Excel files to keep them intact before integrating an application. Here are the steps to do it:
This article will guide you through the whole process: Export data, reports, lists, and more from QuickBooks Online. It also includes instructions for non-posting transactions and attachments.
If there’s anything wrong happens after the said integration, you can manually delete the entries or utilize a Deleter tool to streamline the process. Then, use the Import feature to restore your QuickBooks data.
Drop me a line if you have any further questions or concerns about your managing company files. I’ll be happy to assist you. Have a great day!
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