Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hello Folks!
My accountant worked on my QB file for FY20 while I was using mine to invoice customers. Now we are at a point that we need to sync the data, ie, getting the customers and invoices from my QB file imported into my accountant's QB file. I have not filled anything else on my QB file simply because I knew of some challenges in importing/exporting data. I really hope we can do this. I'm using Quickbooks Pro 2020 Desktop.
Looking forward to a great solution! Thank you!
M
Solved! Go to Solution.
You may have 2 options:
1. Utilize a migration tool.
https://transactionpro.grsm.io/qbd
https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2
2. Ask your accountant to purchase and use a one time license of QBD 2020 or 2021 Accountant edition.
If your accountant is using QBD 2020 Pro/Premier (not the Accountant edition), you have no choice but to use the migration tool I mentioned earlier. For your case, I would recommend using the file from your accountant as the final one for FY2020. Then run the Condense Data utility on your existing company file to delete all transactions before January 1, 2021 and use the condensed data onwards.
You may have 2 options:
1. Utilize a migration tool.
https://transactionpro.grsm.io/qbd
https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2
2. Ask your accountant to purchase and use a one time license of QBD 2020 or 2021 Accountant edition.
Thank you!
So if I understand correctly, an accountant version of QB Desktop would allow him to merge the files instead of the other way around (me trying to merge his into my file), correct?
If your accountant is using QBD 2020 Pro/Premier (not the Accountant edition), you have no choice but to use the migration tool I mentioned earlier. For your case, I would recommend using the file from your accountant as the final one for FY2020. Then run the Condense Data utility on your existing company file to delete all transactions before January 1, 2021 and use the condensed data onwards.
I need to merge my client's data - I have been maintaining the the general ledger in Desktop 2022 Premier Accountant and providing payroll service for the client. I have been successful with getting the client's data into QBO. They have only used QB for invoicing, etc. and I want to integrate it with my G/L data. Instructions will be deeply appreciated.
Do you need to merge 2 QBO accounts into a single one?
I have a solution to achieve your goal, @Loki99.
Thanks for the detailed scenario. I'll help integrate your General Ledger data into your client's QuickBooks Online account.
You'll need to export your General Ledger report into a CSV file. Then import them into your client's account.
Here's how:
For more details, see this link: Import and export data in QuickBooks Desktop.
To import, here's how:
Furthermore, check out the article below on how to manage General Ledger and reports in QuickBooks:
You can reply to this thread anytime if you have follow-up questions or other QuickBooks concerns. I'm happy to provide a solution. Keep safe always, @Loki99.
Since this client's books have been closed for 2022 and taxes filed should I only merge the 2023 GL data to date? Also, will this cause a duplication of income for Q1?
I appreciate for getting back to us, Loki99.
During the preceding accounting period, closed books secure financial data to prevent unwanted changes from disrupting the previous year's activities.
That said, merging only the 2023 GL data to date is much better. Please ensure that all transactions must be dated after the closing date to avoid duplications.
I've included the following resources to help you learn how to produce information accurately and keep the same report settings for future use:
Please let me know if you have any further questions. I'll continue to be here to help.
When I try to import the .csv file I am getting a message that the file length exceeds 1000 rows it's 1224 rows.
Should I try to separate it and import Balance Sheet and Income/expense accounts to reduce the file size?
I've tried unsuccessfully to follow your instructions but there are no choices in the drop down to enter lines containing transaction data - only 1 account name was imported. Is there anyway to avoid having to reenter every transaction?
I know you're putting so much effort and time into resolving your concern, @Loki99.
I'm here to ensure you get routed in the right direction of support to resolve this issue with QuickBooks Desktop.
Since you're unable to see options when trying to enter lines containing transaction data, I recommend reaching out to our QuickBooks Desktop Support. They'll be able to access your account safely during a screen-sharing session to investigate your concern and give you a possible fix for this query.
Here's how you can reach out to them:
You can check our available hours when contacting support to ensure we address your concern promptly.
Also, I'll share with you this article to learn how to fix data damage on your QuickBooks Desktop company file: Fix data damage on your QuickBooks Desktop company file.
Feel free to visit again in the Community if you have any other QBDT-related concerns. I'm determined to help you succeed. Keep safe always.
Last resort, purchase a 3rd party service.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here