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Join nowNot being able to run account-specific reports for certain accounts since the inception of our partnership is a deficiency I can no longer afford. I need to see all the transactions for any particular Note Payables account starting with the year 2003 - therefore I am quitting Multi-Ledger and I will need to export those files (1 or 2 years at a time, accounts first, then transactions) and then import them into a new QuickBooks datafile.
Has anyone done something similar? Just how terrible is it? Pitfalls? Shortcuts?
TIA, Allan
I've got the information you're looking for on importing data into QuickBooks for Mac, lombard.
Importing accounts first and then transactions isn't possible in the system. You can only import customers, vendors, employees, and items. The program imports transaction types like invoices, deposits, sales receipts, credit memos, payments, checks, bills, and credit card charges. For detailed information and processes, visit this article: Import data into QuickBooks for Mac.
Check if MultiLedger permits exporting transactions as a CSV file with the included accounts, as you can then import this data into QuickBooks if it contains accounts.
You might also want to find third-party applications outside QuickBooks specializing in data conversion to aid in importing MultiLedger data, including accounts first and then transactions, into QuickBooks for Mac.
QuickBooks Mac Plus 2023 introduces new features to automate and streamline accounting tasks. Learn how to use them to benefit your business in this article: What's new in QuickBooks Mac Plus 2023?
Kindly click the Reply button if you need more details about data importation or have any other QuickBooks-related questions. I'm here and ready to assist you promptly.
You may need to purchase a 3rd party conversion service.
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