Exporting your data from QuickBooks should be a relatively easy process once you see how it is done. There are two different QuickBooks platforms that you'll potentially be exporting from. The company that makes QuickBooks, Intuit, has a desktop version for your computer and an online version accessible through your web browser. The following article will discuss some export processes from both versions of QuickBooks.
If you need to export customers from QuickBooks desktop or online, please visit this support article:
The following example of steps is for the export of item information from QuickBooks. (Servicetrade can import this customer data to your account which can include: Item code, item description, item type, item cost, and item price) :
Item Export from QuickBooks Desktop (Screenshots from QBD 2013):
1: Click 'Customers' at the top of the screen. Then choose 'Item list' within the dropdown menu:
2: Your QB item list will then show on the screen. At the bottom of this page, there will be a series of buttons. Click the 'Excel' button and choose 'Export all items.'
3: Choose 'Create a comma-separated values (.csv) file' and click 'Export'. This will allow you to pick a folder on your computer to save the export to.
Item Export from QuickBooks Online:
1: While logged into QuickBooks Online, click on the gear icon in the top right-hand corner of the screen. Then choose 'Products and Services' from the menu:
2: The Products and Services main menu will load. Click the 'More' button in the top right and click 'Run Report':
3: On the report page, you'll see a list of your items with costs and prices. In order to ensure the correct data is exported we'll want to customize this report. Click 'Customize' in the top right:
4: In the Customize report menu, Under "Rows/Columns," click the 'Change Columns' link:
5: Check the boxes that are available to match the selected boxes in the following screenshot. Then click 'Run Report' at the bottom of that menu:
6: The report will change to include the selected columns. The final step is to export this report to a spreadsheet. Click the 'Export" button (box with an arrow pointing out) in the top right and choose 'Export to Excel'. This will allow you to choose a place on your computer to save the file.
Once you have exported your information to Excel send it over to the support team if you're currently onboarding. Or you can visit the Bulk Import help article to see how to import that information into our system:
As always, don't hesitate to give us a call if you get stuck!