uploading data from Quickbooks Desktop Pro

Question asked by Sali Hallsworth 9 years ago

The last comment on this I could find was a year ago?

I was trying to move from QB Desktop to QB Online (due to high price increases) however the QB setup (continuously requesting a class to be entered, which I did on 910 bills...) means that I cannot currently convert to Online Essentials but have to use Online Plus (£10 more a month plus VAT). I'm considering moving to ClearBooks

Is there a guide please on moving data across? I have one employee, around 10 customers and 100 jobs, 10 years worth of bank data etc I could find a short guide on customer data - however surely there must be others who have been in this situation?

thanks Sali

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Hi Sali

CB has an import feature (in Tools) enabling you to import practically anything (in CSV format).

I have to say though that it's unusual to import year's worth of data. Most people just import the current year's transactions, plus a Trial Balance from the previous year, to help with comparisons. When I have converted clients from QB or other systems, I just keep backups of the old data and export key reports to Excel. In fact I still have QB 2008 loaded in case I have to open old data.

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9 years ago

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