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12.27.2007 at 02:52AM PST, ID: 23044542
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Exporting QuickBooks Data to CSV
Tags: QuickBooks
Our client has his information currently stored on QuickBooks, we need to export it to CSV to import it into Sage, i know how to import into Sage once in CSV format, but how do i get the QuickBooks data into CSV
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Question Stats
Zone: Software
Question Asked By: frasierphilips
Solution Provided By: jerry_andrews
Participating Experts: 1
Solution Grade: B
Views: 38
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12.31.2007 at 01:07PM PST, ID: 20557390

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12.31.2007 at 01:07PM PST, ID: 20557390
Difficult to find but easy to do.  Open QuickBooks file, select "edit", "find", choose "advanced" tab.  The left side has a list of filters.  Selection should default to "accounts".  That is what we want.  To the right is a drop down box with a list of accounts.  Make sure "all account" is selected and that you do not attempt to make any other selection.  The next itme are Current Choices.  The only entry in the table should be "PostingStatus" "either".  Click on the "find" button.  This will pull up all transactions from all files and display them in the find window.  A new set of buttons appears on the right.  Select "export".  An export window will appear with 2 tabs (basic and advanced).  In the basic tab you are given two types of export; CSV or Excel.  Choose CSV.

I know this sounds ackward but the quickbooks data is stored in a number of files and not a single file containing all transactions.  The file is created through "find" and all transactions whether from GJ, PR, AP, AR etc. are all pulled into the file.  If you have problems (you shouldn't)-let me know.  Might be helpful to print this out as there are a number of steps to getting where you want to be.
Accepted Solution
 
 
20080236-EE-VQP-29 / EE_QW_2_20070628