Hi, Anna. Thank you!
I'm not interested in inventory, as I don't have any, or technically my purchases. I can already import all of my bank statements, but what I cannot do, is automatically categorize them. This is maybe...slightly faster than manually inputting data, but reconciling bank and credit card statements is the same as typing them in to me. Exporting this data and importing it so I can debit and credit the proper accounts with the same name...that's what I'm trying to do. Ideally, we should be able to export all data from say... January 1, 2019 until present, into a new, blank file and re-create all the customers, vendors, accounts, lists, etc. as were in the old file, or... select what we want and/or don't want.
I don't do payroll - no employees, save myself - and even my sales tax filings aren't done through Quickbooks. But there are so many vendor purchases to track, and customer data: billings, accounts receivable, etc., quotes, etc.
The reason I reached out to the community, is because I'm already aware of all the tools to do basic, CSV or Excel exporting of some data, but which third party tools work? Some will cost me many times more than Quickbooks itself.
I even received a phone call from a company with representatives who seemed to have Indian accents, claiming to be Quickbooks employees, and all they did was read this post, and read back my words to me to prove that they had 'looked up my account information.' It was... a pretty badly executed scam. Of course, their solution would be for me to send them my Quickbooks file - sure no risk there, right? - and they would manually export and import all the information for me into a new file, as directed. Well, I can already do that...I don't need another company to do it for me.
So... I'll browse, again, through third party applications and see what I can come up with. All I need Quickbooks for now, is to track incoming/outgoing/sales tax owed. That's it. It's simple...and I'll probably put banking statements inside, but I'm no longer running a corporation. It would be SO MUCH EASIER if I could simply import a year's worth of transactions from my old file, but...for whatever the reason, Intuit seems not inclined to allow this feature. Again, it's not really for security reasons..I can do everything manually. But this is a relational database. It should be quite easy to do this. Ah well.
But thank you for the suggestions.
