Exporting QuickBooks transactions
I'm trying to assist a client in exporting transactions (quotes, for example) from one QB file to another. I realize that this is not supported in QB normally and that there are third-party applications to do it, but that's not what I'm looking for.
A few years back I found an undocumented method provided (not sure if it was on EE or elsewhere) by someone who claimed to have worked at Intuit that did the trick. You had to type some very odd sequence of keys and eventually an additional menu items came up on the Export and Import menus that allowed just about anything to be exported or imported. I believe that once you had enabled these new options, you didn't have to use the "magic key sequence" again.
I do recall that I tested it on some dummy files and it worked quite well. Unfortunately, I seem to have lost track of the method.
Is anyone aware of this and can provide the details?
A few years back I found an undocumented method provided (not sure if it was on EE or elsewhere) by someone who claimed to have worked at Intuit that did the trick. You had to type some very odd sequence of keys and eventually an additional menu items came up on the Export and Import menus that allowed just about anything to be exported or imported. I believe that once you had enabled these new options, you didn't have to use the "magic key sequence" again.
I do recall that I tested it on some dummy files and it worked quite well. Unfortunately, I seem to have lost track of the method.
Is anyone aware of this and can provide the details?
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There is no native way to do that. You need Transaction Pro or like third party tool.
People might have QODBC installed for some reason. That will allow you to import transactions. There are more report driven importers that might work better.
ASKER
I will keep searching. As I stated, I have done this before without any third-party applications. I'll post the method if I can find it.
I have been using QB for nearly 15 years. Let us know when have found what I have never seen. Thanks.
This should be a step in the right direction: https://community.intuit.c
ASKER
Thanks for the link. What we are trying to transfer are Estimates and (possibly) Invoices. Those don't appear to be covered there.
I'm still looking for the old info I had about this process.....
I'm still looking for the old info I had about this process.....
Yes the information supplied won't do estimates and has limits. I have looked at this before and it did not meet my needs.
We have given you answers that work and there is no native way. Can you close out please.
Thank you so much for following up.
ASKER
I found what I was referencing.
I read it at: https://qbsupportblog.wordpress.com/2014/09/02/the-trick-to-downgrade-quickbooks-files/
When in QB, click on Help, About QuickBooks....
Hit Ctrl-9 three times (nothing appears to happen)
Go back to the main screen in QB and click on Help
You should see a new menu entry at the bottom labeled "Tech Support". From there you can do a number of things, including importing transactions.
Though I've done this before I offer no warranties about what problems it may create. All I know about this came from the site I linked above and some experimenting on my part. Use it at your own risk!
I read it at: https://qbsupportblog.wordpress.com/2014/09/02/the-trick-to-downgrade-quickbooks-files/
When in QB, click on Help, About QuickBooks....
Hit Ctrl-9 three times (nothing appears to happen)
Go back to the main screen in QB and click on Help
You should see a new menu entry at the bottom labeled "Tech Support". From there you can do a number of things, including importing transactions.
Though I've done this before I offer no warranties about what problems it may create. All I know about this came from the site I linked above and some experimenting on my part. Use it at your own risk!
ASKER