cancel
Showing results for 
Search instead for 
Did you mean: 
AmberUKUSA
Level 2

Importing from existing company file doesn't include the payee....

 

I posted yesterday about an import not importing (from PC Quickbooks to Quickbooks Online) the Payee for all my entries. 

I am currently testing Quickbooks Online and still have a chance to switch and I am wondering if perhaps the import feature for Quickbooks Mac version is better? Would it be more likely to import critical entries like Payee?

I really don't want to have to maually import using a csv file if I can avoid it.

Advice please?

Thanks

 

Amber

 

Solved
Best answer February 23, 2022

Best Answers
Candice C
QuickBooks Team

Importing from existing company file doesn't include the payee....

Good evening, @AmberUKUSA

 

Thanks for reaching back out to the Community. I hope your day is going well so far. 

 

To be sure of some additional information, I recommend contacting our Customer Support Team so they can help you along the way with a screen share tool. 

 

 

Keep us updated on how it goes. We're always here to lend helping hand. Take care! 

 

 

View solution in original post

Fiat Lux - ASIA
Level 15

Importing from existing company file doesn't include the payee....

@AmberUKUSA 

Switch to QBD Mac would be better for your case. You can utilize the trial license for QBD 2021 to make sure.

View solution in original post

4 Comments 4
Mark_R
QuickBooks Team

Importing from existing company file doesn't include the payee....

Hi there, @AmberUKUSA.

 

Allow me to provide information about the difference in the import feature between QuickBooks Online (QBO) and QuickBooks for Mac.

 

QBO and QuickBooks for Mac had different functionality and limitation when importing data. QBO only supports CSV files, Google Sheets, or an XLS/XLSX file format, while QuickBooks for Mac includes IIF files. You can check out these articles to learn more about the import and export limitations for QBO and QuickBooks for Mac:

 

 

Our doors are always open to help you again if you have any other concerns or follow-up questions. I'm still open to your replies, @AmberUKUSA.

AmberUKUSA
Level 2

Importing from existing company file doesn't include the payee....

I think i need to be clearer.
I have Quickbook files from a PC Quickbooks version.
I want to upload the last Quickbooks company file to use in either QBO or Quickbooks for Mac.

I currently uploaded my company file to QBO and it is missing Payees and it seems to only go back to end of 2019 while the original file goes back at least a further 8 years.

What's the best way for me to use the original QB company file that I last used in Quickbook for PC in either QBO or Quickbooks for Mac?

Thanks for any help. I am on a trial version of QBO currently and I need to make a decision on where to move my data to (stay with QBO or move to QB for Mac).

Candice C
QuickBooks Team

Importing from existing company file doesn't include the payee....

Good evening, @AmberUKUSA

 

Thanks for reaching back out to the Community. I hope your day is going well so far. 

 

To be sure of some additional information, I recommend contacting our Customer Support Team so they can help you along the way with a screen share tool. 

 

 

Keep us updated on how it goes. We're always here to lend helping hand. Take care! 

 

 

Fiat Lux - ASIA
Level 15

Importing from existing company file doesn't include the payee....

@AmberUKUSA 

Switch to QBD Mac would be better for your case. You can utilize the trial license for QBD 2021 to make sure.

Need to get in touch?

Contact us