![]() I'll be right here whenever you need additional information. i.e TPExporter for Desktop, TPImporter for Online. Utilize the tool to migrate data from QBD 2016 to your current QBO. You may migrate the historical payroll data as Journal Entries. ![]() Let me know if there's anything else I can help you with exporting customer's data. Then install the trial license of QBD 2021 to convert your QBD 2016 file and migrate the data to the new blank QBO account. You can check this article to help you out on how you can export customer information from QuickBooks Online to Excel: Export customer data to Excel. Save your report again as Excel or CSV.Īfter you export and save your reports, you can import them to QuickBooks Online.įor detailed steps on importing each list, see these articles:. ![]() Delete rows 1-4 to remove your company name and report title from the sheet.Click on the Setting icon and then choose the Chart of Accounts button. Depending on what list you need to export, search for and run Account List, Customer Contact List, Supplier Contact List, or Product/Service List report. Adding the New Accounts in Chart of Accounts: Open your QuickBooks online.Sign in to the account that has your lists. To import a QBO file into QuickBooks Desktop: Go to the File menu and select Utilities and then Import.This saves you from having to set up the items from your lists one by one. You can move your existing lists from another QuickBooks Online company. Step 2: Select the QuickBooks entity as Bills. If you don't see one, select Add New from the dropdown to create a new bank account. If you're new to QuickBooks, you may not have an account to upload the transactions into. You can only import your lists (suppliers, customers, inventory, and chart of accounts) in QuickBooks Online. Step 1: Select your file and spreadsheet which has the bills that you want to import. In the QuickBooks account dropdown, select the account you want to upload the transactions into. Open the Menu for the Marketplace: Search for QuickBooks in the Browse marketplace menu that is open on the right side. Choosing Integrations: Select Integrations from the Web Services menu. I'm here to guide you on how you can import transactions in QuickBooks Online. Steps to Integrate Paylocity and QuickBooks Implement Paylocity with QuickBooks by following the instructions below: Login Paylocity: Access Paylocity Web Pay. Glad to have you here in the Community, KristiK.
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