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saturdaysnyc
Level 1

How do i export all transactions

The 'export' tool only allows me to export the most recent and/or not-previously exported transactions. I would like to export all of the transactions year-to-date for import into a new version of QuickBooks. How do I export all transactions?
9 Comments 9
MadelynC
Moderator

How do i export all transactions

I’m here to ensure all your transactions will get exported so you can successfully import them to your new version of QuickBooks, @saturdaysnyc.


QuickBooks Online offers a simple way of moving entries so you can download and import them anytime.


You can export your reports and lists into individual Excel files contained in a zip format in one just one process. You’ll want to make sure to filter the date period to cover year-to-date transactions. Here’s how:

 

  1. Go to the Gear icon.
  2. Under Tools, select Export Data.
    Capture.PNG
  3. On the Reports tab, set the date range to year-to-date.
  4. Add items from the Reports/Lists tabs by toggling the slider.
  5. Press Export to Excel.
    Capture.PNG


Please know that you’ll need to export non-posting transactions and attachments separately since it doesn’t include in the lists. You can follow the instructions listed in this article to do so: Export reports, lists, and more.

Capture 1.PNG
You can also customize your other reports if you wanted to export specific details of your transactions in QuickBooks.

Capture 2.PNG
I’ve attached a reference for importing data to Online and Desktop versions. It has information that ensures data imports precisely and into a specific order.


By following these steps, you surely get moving. Let me know if you still need further assistance during the importing process. I’ll always be here to assist you.

saturdaysnyc
Level 1

How do i export all transactions

Hello, 

 

thanks for the quick reply.  Unfortunately, that option doesn't exist. 

 

If I click on the Gear icon, then navigate to Tools, there's no option to 'Export Data'. 

 

See the attached screenshot. 

MariaSoledadG
QuickBooks Team

How do i export all transactions

Let me help you export your data to QuickBooks Online, saturdaysnyc.

 

If you're using theQBO US version, you should be able to see the Export Data option. However, if you're unable to see it, let's perform some steps to fix this issue.

 

There are times that your browser is full of frequently-accessed page resources, causing QuickBooks Online (QBO), to act strange. You can log in to your QBO account using a private browser. This is to rule out any problems related to your browser. 

 

Here are the keyboard shortcuts:

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

If it works, clear your browser's cache to speed up the loading process of the QBO website and for the system to start fresh. You can also use a different browser.

 

You can refer to these help articles in case you have any other concerns about QuickBooks Online.

 

This should export your data successfully. Touch base with us if you need anything else. I'll be here to help.

saturdaysnyc
Level 1

How do i export all transactions

To be clear, I'm trying to export transactions from Intuit Full Service Payroll to Quickbooks (in an IIF format). 

Fiat Lux - ASIA
Level 15

How do i export all transactions

@saturdaysnyc 

Just to clarify, do you need to migrate an IIF payroll data into your QBO account?

saturdaysnyc
Level 1

How do i export all transactions

Correct; but i can only export as IIF the most recent, un-exported transactions. If I want all transactions year to date, there's no option to do so. 

RenjolynC
QuickBooks Team

How do i export all transactions

Thanks for getting back here, saturdaysnyc.

 

I'd like to verify the versions you are using. Are you trying to export from Intuit Online Payroll Full Service to QuickBooks Desktop? If so, the IIF file is the preferred option for manual import into QuickBooks Desktop.

 

To set up the preferences, here's how:

 

  1. Go to the Setup tab and select the Preferences link under Export.
  2. Choose QuickBooks Desktop for Windows (IIF) from the Your Accounting Software drop-down menu.
  3. Click OK.

Once done, if you want to export the paycheck list and tax payments, you can follow these steps:

 

  1. Go to the Payday tab.
  2. Select Export and choose the Date Range.
  3. Click Update Report.
  4. Put a check mark on the paycheck and tax payments you want to export.
  5. Hit the Export button.

 

On the other hand, you can read this article for QuickBooks Online: Setup export of IOP data to QuickBooks Online (QBO).

 

I'm always around if you need more help with QuickBooks. Just leave a reply below and I'll get back to you.

bartc29
Level 1

How do i export all transactions

..... from Client to Customer Advance which are the same company, but all the accounting is being done in Client of our self!

 

1. Is this possible outside of backup which does not work due to Our Company "Client" is under Our Company "Customer".

2. What can export and be imported is not the same from Client to Customer.  Actually they do not match 100% which makes sense based upon the original setup.

 

I have spent hours upon hours on this trying to get resolve under CS with no resolve.  It seems that everyone is at a different level of knowledge and each have a thought.  It appears at this point, with another solution that was offered by CS, was to have an outside company to complete my request.   I know this as an option but really do not want to spend additional money.

 

For the Sake of Clarity!!  This is NOT from platform of Desktop to QB Online, but rather QB Online to QB Online.

 

Thanks for your time in responding!

 

jeanbiverly_
QuickBooks Team

How do i export all transactions

Thank you for bringing this up in the Community, @bartc29.

 

It's our primary goal to help. However, we need further details to address your situation accurately.

 

Can you please provide us with an overview of what happened and what you are trying to achieve? Have you logged in to QuickBooks Online (QBO) Advanced or Accountant? Which data are you attempting to import, and where did it originate? Which platform are you using to import the data, and what steps have you taken so far? You can also attach screenshots so that we can visualize the issue.

 

We look forward to hearing from you. Just hit Reply, and we'll be there to assist you. Stay safe!

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