Hello there, martijn. I'm here to guarantee the successful export of all your transactions, ensuring they can be seamlessly imported into your new version of QuickBooks.
QuickBooks Online provides a straightforward method for transferring entries, allowing you to download and import them at your convenience.
To achieve this, you can export your reports and lists into individual Excel files, conveniently bundled in a zip format through a single process. It's important to set the date filter to cover year-to-date transactions.
Here's a step-by-step guide:
- Go to the Gear icon.
- From the Tools, select Export Data.
- On the Reports tab, set the date field.
- Add items from the Reports/Lists tabs by toggling the slider.
- Press Export to Excel.
It's important to note that exporting non-posting transactions and attachments requires a separate process, as they are not included in the standard lists. To guide you through this, you can refer to the instructions outlined in this article: "Export reports, lists, and more."
Additionally, do you need data that isn’t found in basic reports? You can create custom reports to get the data that matters to you.
By following these steps, you surely get rolling. Let me know if you still need further assistance with the exporting method. I’ll always be here to assist you.
