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wrhatt1
Level 1

Alternative bookkeeping software to QuickBooks on line

QuickBook tech and the QuickBook forum could not fix my QuickBooks On Line account. Sometimes you just can't figure out the problem. It happens. No hard feelings against them. They tried their best. However, I have a business to run and I need bookkeeping software. Is there a bookkeeping software that can pull in the records stored in QuickBooks On Line? I would very much do not want to have to retype the information, invoices, and expenses stored on line. Thank you.

13 Comments 13
Fiat Lux - ASIA
Level 15

Alternative bookkeeping software to QuickBooks on line


@wrhatt1 wrote:

QuickBook tech and the QuickBook forum could not fix my QuickBooks On Line account. Is there a bookkeeping software that can pull in the records stored in QuickBooks On Line? 


 

What kind of "fix" do you need?

Have you decided which accounting app you want to use?

We can help to convert your data from QB Online. Click my profile name and you send me a private message for details.

JenoP
Moderator

Alternative bookkeeping software to QuickBooks on line

Hi there, wrhatt1.

 

Similar to Fiat's question, can you tell us what issue you're having with your QBO account? We just want to check and make sure that we explore all possible options to sort it out.

 

Please add a reply below to share more details. We look forward to it. 

wrhatt
Level 2

Alternative bookkeeping software to QuickBooks on line

As an example, I create an invoice 07/01/22. Close the program. 07/02/22 I create another invoice and see the invoice from 07/01/22 is paid.  I haven't received payment yet. I open the invoice and see it was paid 03/1/22. How can it be paid 03/01/22 when I didn't create the invoice until 07/01/22? QuickBook techs did a remote into my computer and couldn't fix it. Do you think QuickBook desktop would work properly if it pulled in my QuickBook Online data?

LeizylM
QuickBooks Team

Alternative bookkeeping software to QuickBooks on line

Thanks for getting back to us, wrhatt. 

 

I have some information about managing invoices and their payments in QuickBooks.

 

To start, we'll have to delete the payments on 03/1/22 in QuickBooks.  You can do this by going through the customer's account. Let me show you how:

 

 

For QuickBooks Desktop:

 

  1. Go to Customers, then Customer Center.
  2. Proceed to the Transactions tab.
  3. After that, locate and open the invoice, then delete it.

 

For QuickBooks Online: 

 

  1. Go to Sales, and then choose All Sales.
  2. Select the invoice to open, then hover towards the Payment link and the Date at the top right of the screen.
  3. In the Receive Payment window, remove the checkmark next to the incorrect invoice.
  4. Click Save and close.

 

You can now recreate the invoice with the correct data once you're done. Refer to this article for more information about invoices and receiving customer payments:

 

 

In case you need help with matching your invoice payments, feel free to browse this link to go to the page: Categorize and match online bank transactions in QuickBooks Online.

 

Don't hesitate to reply if you have other questions or concerns with invoices. I'm more than happy to assist you. Take care and have a wonderful day ahead.

wrhatt
Level 2

Alternative bookkeeping software to QuickBooks on line

QuickBook techs tried that but the next time we opened QuickBooks Online, they were paid again. Tech couldn't figure out why they are showing paid. 

wrhatt
Level 2

Alternative bookkeeping software to QuickBooks on line

As I type this, I'm in QuickBooks and an invoice I created 05/02/2022 is showing paid from 12/23/2018. That is 3 and a 1/2 years before I created the invoice


@wrhatt wrote:

QuickBook techs tried that but the next time we opened QuickBooks Online, they were paid again. Tech couldn't figure out why they are showing paid. 


 

Fiat Lux - ASIA
Level 15

Alternative bookkeeping software to QuickBooks on line

It looks like your QBO account is having some annoying glitches. Consider opening a new blank QBO account and migrating your data from the old account.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

wrhatt
Level 2

Alternative bookkeeping software to QuickBooks on line

Do you think going to QuickBooks Desktop would work properly after migrating the data


@Fiat Lux - ASIA wrote:

It looks like your QBO account is having some annoying glitches. Consider opening a new blank QBO account and migrating your data from the old account.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 



?

Fiat Lux - ASIA
Level 15

Alternative bookkeeping software to QuickBooks on line

QB Desktop is more isolated than QB Online because you can control how you register your transactions. You may consider purchasing a one-time license for QB Desktop 2021 if needed.

wrhatt
Level 2

Alternative bookkeeping software to QuickBooks on line

My question is, will I just be importing corrupt data if I migrate from Online to Desktop? Will the problem continue?


@Fiat Lux - ASIA wrote:

QB Desktop is more isolated than QB Online because you can control how you register your transactions. You may consider purchasing a one-time license for QB Desktop 2021 if needed.


 

Fiat Lux - ASIA
Level 15

Alternative bookkeeping software to QuickBooks on line

You are using QBO US version, correct? You must remove those "unneeded/corrupted transactions" and run the trial balance for your reference before converting your data to a QB Desktop file.

https:// quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/export-and-convert-your-quickbooks-online-data-to-quickbooks/01/186187

 

wrhatt
Level 2

Alternative bookkeeping software to QuickBooks on line

All that has been tried by QuickBook tech. They couldn't fix it.

Fiat Lux - ASIA
Level 15

Alternative bookkeeping software to QuickBooks on line

Otherwise, convert your data from QBO to QBD as is. Then delete unnecessary transactions on your QBD file later. 

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