Take your QuickBooks CD (or the installation file if you chose the download option when you purchased QuickBooks) and install it on the new computer. Follow the prompts found in the installation wizard, and complete the process. Malwarebytes for mac freezes when trying. Currently, there's no way to directly move your data from one QuickBooks Online company file to another. You need to export the file to Desktop ( Windows or Mac ) and then convert the Desktop file to QuickBooks Online ( Windows or Mac ). Currently, there's no way to directly move your data from one QuickBooks Online company file to another. You need to export the file to Desktop ( Windows or Mac ) and then convert the Desktop file to QuickBooks Online ( Windows or Mac ). Transferring customized invoice template to another file. I have a client who is moving from a proprietorship to an incorporated company. Because the company structure has changed, they are starting a new QuickBooks file with the new company.
Before you export: Reminder: The steps provided within this section are intended to ensure that both Internet Explorer and QuickBooks are properly set up to allow a successful import. Do NOT skip any of these steps to ensure successful conversion. Requirements for export: • Currently, exporting into QuickBooks Desktop is only available in the US version of QuickBooks Online.
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• Select the Gear icon at the top. Under Tools, choose Export Data. A pop-up window appears with a quick question about your reason for exporting. You may choose to answer or skip it. • Read through the Export Overview to understand the process and select Get Started. • From the Step 1: Prepare to export window, select Install to install the ActiveX Controls. • Select Install ActiveX Control Now.
• After the export completes, click Finished. Verify that export was successful After you've exported your data, run a Balance Sheet and a Profit and Loss report to ensure that the numbers match. The reports must be run on an Accrual basis and for All Dates in both programs. IMPORTANT: If the report totals don't match, check to be sure you ran both reports on Accrual basis and for All Dates in the date range. Then make sure no data was entered into either application after the export. If the data still doesn't match, please contact a Customer Care consultant by going to for assistance.