Export limitations when moving from QuickBooks Online to QuickBooks Desktop If you’re considering exporting list and transaction data from QuickBooks Online to another version of QuickBooks, we’d like to provide you with some detailed information, just so you understand the capabilities and limitations of the process. For export steps, use this article: Visual guide to […]
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Visual Guide to Export from QuickBooks Online to QuickBooks Desktop for Windows (Pro Premier) If you’re looking to export your data from QuickBooks Online, here’s a quick visual guide for you to use. If you’re having trouble installing the ActiveX control or getting error messages, or for more information on export, see article Exporting data […]
QuickBooks Desktop Sign-In options (Managing Complex Password) QuickBooks Help From the article: You can now login to a Company File without having to enter a username and password every time! Instead, you only have to login with your username and password once every few days and can open the Company File or switch to another […]
Resolve a Balance Sheet out of balance (2014 and older versions) QuickBooks Help From the article: Your balance sheet (B/S), either cash basis (CBBS) or accrual basis or both, is out of balance and your Total Assets do not equal the sum of your Total Liabilities plus Total Equities (A <> L + E). Why […]
Condensing your QuickBooks Desktop File for Import to QuickBooks Online QuickBooks Help From the article: This article is to be used if you are attempting to import your data to QuickBooks Online and encounter this message: We also recommend using this article to remove unused (inactive) list entries in your Desktop data before converting it […]
The Condense Data utility QuickBooks Help From the article: The Condense Data utility stream lines your company data file by condensing closed transactions into summary journal entries and removing unused list elements. The utility can create a journal entry for each month in the selected period. The summary journal entries affect your accounts in exactly […]
QuickBooks file manager cannot upgrade files while QuickBooks is still running QuickBooks Help From the article: When running the Batch Upgrade Utility within the QuickBooks File Manager, the user receives: Upgrade error QuickBooks File Manager cannot upgrade files while QuickBooks is still running. Close QuickBooks and try again. …and more