Exporting data from QuickBooks Online (QBO) is an essential step when transitioning to COUNT. This guide will walk you through the process of exporting your chart of accounts, contact lists (customers, employees, vendors/suppliers), products and services, and historical transactions. Once the data is exported, you can follow the COUNT setup guide to import it into your workspace.
Exporting Your Chart of Accounts
Access the Chart of Accounts:
Log in to your QBO account.
Go to Settings ⚙️ > Chart of Accounts.
Export the Data:
Click the Run Report button.
Customize the report if needed (e.g., adding columns for specific details).
Click Export > Export to Excel to save the file.
Save the File:
Store the exported file in an easily accessible location for importing into COUNT.
For detailed instructions, refer to Export Reports, Lists, and Data in QBO.
Exporting Contact Lists (Customers, Employees, Vendors/Suppliers)
Access Contact Information:
Go to Sales > Customers to view your customer list.
For vendors, navigate to Expenses > Vendors.
For employees, access the Payroll section (if applicable).
Export the Data:
For Customers and Vendors:
Click the Export to Excel or Export icon at the top of the contact list.
For Employees:
Generate and download employee-related reports under the Payroll Reports section.
Save the Files:
Ensure each list is saved separately for easy mapping during the import process in COUNT.
For additional guidance, visit Export Data and Lists from QBO.
Exporting Products and Services
Navigate to Products and Services:
Go to Sales > Products and Services.
Export the Data:
Click the Export to Excel option to download your list of products and services, including pricing and inventory details.
Save the File:
Review the exported file to ensure it contains all relevant fields.
Exporting Historical Transactions
Access Transaction Reports:
Navigate to Reports from the left menu.
Search for the Transaction List by Date or similar report that covers historical transactions.
Customize the Report:
Adjust the date range to include all required transactions.
Add or remove columns to match your data import requirements.
Export the Report:
Click Export > Export to Excel.
Save the File:
Double-check the file for completeness and accuracy.
Next Steps: Importing Data into COUNT
After exporting your data from QuickBooks Online, you’re ready to import it into COUNT. For step-by-step guidance, visit our help article: Setting Up COUNT with the Launchpad: A Step-by-Step Guide.
If you have any questions or encounter issues during the export process, feel free to explore the official QuickBooks support articles:
Happy accounting! 🎉