MIGRATION: How to export Lists data from Intuit QuickBooks Online

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  • Updated 11 months ago
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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 CSV or XLS Export Lists

 Click on the + Add your files button.

 

 Add our email address reckonmigration@reckon.com (ensure it is correct)

 Add your email address (ensure it is correct as any notifications will be sent there).

 In the Message field, place the following info:


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.
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Posted 11 months ago

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