MIGRATION: How to export Lists data from Intuit QuickBooks Online

Data RecData Rec Reckon Staff Posts: 807 ✭✭
edited February 17 in Reckon One

EXPORT LISTS FROM QUICKBOOKS ONLINE




1) Export separately the QuickBooks Online Lists 


o    Chart of Accounts list

o    Items list

o    Customer contact list

o    Supplier contact list

o    Employee list


How to steps - Exporting your Lists data as CSV/Excel compatible exports from QuickBooks Online

 The Lists information must be exported as an Excel (*.xls) file or a Comma Separated Value (CSV) file.

  

2) Locate your exported CSV or XLS lists files and provide them to us by clicking the link below 

Send us the export files.

Send us the export files.

MIGRATION: How to securely send a data file to the Reckon Migration Team

In the Short Note to Recipient field add the following:


Standard Conversion Request (QuickBooks Online CSV/XLS)

Company Name: _______________________

Contact Name: _________________________

 

This will let us know that the file being submitted is assigned to your case and allow the conversion team to perform the analysis.

If you do not provide this information, it will result in delays processing your case.

Regards,

Reckon Data Recovery Team

You can request assistance via the case request web form below.

https://www.reckon.com/au/data-services-request/

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