data transfer

Hi there, @topmarksacct. 

Let me provide you some information about importing data from PCLaw into QuickBooks Online. Before you can import those transactions, you'll need to set up first the QBO link in your PCLaw settings. 

Once the link is set up, you can now start importing the transactions. But before doing that, make sure to create a back up of both programs. 

Here's how to import: 

1. Click Start on the Windows taskbar to open the Start Menu. 
2. Select All Programs, then select LexisNexis. 
3. Pick PCLaw QuickBooks Links.
4. Then the PCLaw QuickBooks Connection Manager window will pop-up. 
5. Hit Import Now.

To make sure the QBO link will set up correctly and import the transaction successfully, I'd highly suggest contacting the PClaw support to guide you with the whole process. 

You may check out this article below for your future reference. This link contains a lot of information on how you can manage your QBO account.

• Help Articles

Ou can leave a comment below if you have additional questions. I'm always here to help. Take care!

Thank you so much for the reply!  I tried the steps you provided, but it looks like the link only works for the desktop version of QuickBooks.  Am I missing something?

Thank you so much for the reply!  I tried the steps you provided, but it looks like the link only works with the desktop versions of QuickBooks.  I received an error message that says I must have QB installed on my computer.  Am I missing something?

I was just told my PcLaw that QuickBooks Online no longer allows the sync. Is that accurate? 

@topmarksacct  I am going through the same issue with PCLaw and trying to convert a client to QuickBooks Online - link does not work and support is impossible to reach because they did not renew their annual maintenance plan.   Wondering what you ended up doing with your client or if you got anywhere with PCLaw support? 

Thanks for dropping by today, @topmarksacct.

I have some information about integrating PCLaw with QBO. While this app isn't available in the app center, you'll want to check for other 3rd-party applications that are compatible with QuickBooks Online.

You can check out through this link: https://quickbooks.intuit.com/app/apps/home/. 

You can also find them in the App menu in your account.

Additionally, you can browse for specific topics here if you need help with other tasks in QBO.

Keep me posted if you still have questions or concerns with the program. I'll be around to help. Take care and have a great day ahead.

@dsm2019 

We visited PCLaw website and found nothing how to export data. If you are able to export all data out to XLS or CSV, you may have 2 options to convert it to QBO:

1. Utilize an importer tool

2. Purchase a 3rd party conversion service.

Thanks, that is the direction I am heading.  I was just hoping someone found a better solution.

How i get data from old account to new account 

@ramdevbabaonline 

Are you trolling here? You have been spamming with the same question.

Thank you for posting in this thread, ramdevbabaonline.

I'll give you an idea on how you can transfer your data from an old account to a new QuickBooks Online (QBO) account.

Some of your data from your old QBO account can be exported and imported into your new account. We are unable to transfer all data and transactions between accounts, however.

To export:
 

1. Go to the Gear icon, then choose Export.
2. Select which data you'd like to export.
3. Click on the Export to Excel button.

To import:

1. Log in to the new account, then click on the Gear icon at the upper right.
2. Under Tools, choose Import Data.
3. Select the type of data that you'd like to import.
4. Click Browse to select a file.
5. Hit on the Next button until finished.

I'm adding these article for more information :

• Export reports, lists, and other data from QuickBooks Online
• Common questions about importing data to QuickBooks Online

You can also utilize a third-party application to fully export and import your data in QBO. You can use this link a as a reference: QuickBooks Apps.

If you have other questions about data management in QBO, just leave a comment below and I'll back to you as soon as possible. Have a great day!