Thank you for your long-term partnership with QuickBooks, @A Person. We want to ensure you can effectively work with your company file.
Since you don’t have access to the required desktop software, you can download and install a 30-day trial version of QuickBooks Desktop 2023.
Before you can proceed, create a backup copy of your QuickBooks Desktop company file with the guide of this article: Back up your QuickBooks Desktop company file.
Here are the steps to export your Desktop data for use with another program:
- Export your lists and create a detailed chart of accounts report, plus open transaction reports to help you set up.
- Download your sales and purchase invoices:
- Go to Preferences and remove the period end date.
- Check for spelling errors and change notifications before starting.
- Select invoices for the desired year. If you have more than 25 invoices per month, it’s better to download them by month. Save them as PDFs if needed.
- Download and save copies of all your bank statements.
- In your new accounting system, enter opening balances and import your customer and supplier lists.
- Recreate or import your open transactions and adjust your open balances accordingly.
For additional guidance, check out these articles:
If you have any more questions or concerns about your company data, feel free to reply to this thread. I'll respond as soon as I can. Take care and stay safe, @A Person!
