Thanks for getting back to us, @dolsondlacpas.
Yes, you're right. You can export your files into Excel. This way, you can edit the information that you'll need and import it back to QuickBooks. Let me guide you how:
- Open the Customer/Vendor/Payroll center.
- Select Excel drop-down and choose:
- Export Customer/Vendor/Employee list if you want to export customer/vendor/employee data such as name, balances, and contact information.
- Export Transactions if you want to export transactions (either by name or transaction type).
3 . In the Export window, choose whether to create a new worksheet or update an existing worksheet.
4. Select the Export button. QuickBooks opens MS Excel, and you can edit the information as needed.
Once done, you can now import the file, you can follow the steps shared by Michael K to accomplish this.
In case you encounter any issues upon exporting, check out this article on how to resolve it: Fix export to Excel issues in QuickBooks Desktop.
Also, you can check out these articles for tips that will make navigating around QuickBooks even easier: QuickBooks Desktop Help Articles.
Please know that I'm just a post away if you have additional concerns about exporting to excel or any other questions. Have a good one.
