Is this still the best way to do this? VS the import/export feature QBO already contains? I was running 2 businesses out of one QBs account for 2022, and now have to move one of the businesses over to a new QB account. Trying to find the best way to do that.
@HectorGarciaCPA Жыл бұрын
There are no real good options
@SandraLongoria Жыл бұрын
Were you able to figure this out? Were you able to do it with the QBO export feature or did you use this method? Thanks!
@alinaeem1833 жыл бұрын
Thanks for sharing, explained in deep. keep it up!
@debbabe225410 ай бұрын
This is incomplete. What happens with the two transactions that didn't import? What happens if you are importing 200 transactions and only 160 successfully import? How do you identity the ones that didn't import and get them to import? Is there an option in the 3rd party app to NOT duplicate import transactions transactions? Or do you have to somehow delete the imported transactions from the spreadsheet, then import again?
@HectorGarciaCPA10 ай бұрын
Case by case… is not an easy answers
@RJohnson202410 ай бұрын
What if the transaction had split categories. Will Saasant export all the category lines? Thanks.
@HectorGarciaCPA8 ай бұрын
Yes
@mariaaterreros84432 жыл бұрын
Hello Hector, Thank you for the information, Is there a way to migrate the data without being posted transactions? for example a client of mine wants to start a new QBO from Jan 2022, but wants to keep all invoices issued to his customers in the new QBO, just for information... Please advise
@HectorGarciaCPA2 жыл бұрын
There is no easy way to achieve this
@akbrab1985 Жыл бұрын
OMG I have been trying to but export our QB customers and accounts into our new QB company and it is not working
@HectorGarciaCPA Жыл бұрын
Thats weird; if you use the I am using in this video, it should work
@tmukanov3 жыл бұрын
Thanks. Is there option of automate the synch export of transactions?
@HectorGarciaCPA3 жыл бұрын
No “automation”
@danielrafeedie85642 жыл бұрын
How is this any different than the native import / export functionality of QBO under 'Settings'?
@HectorGarciaCPA2 жыл бұрын
This one in the video actually works…
@lchaconxo7932 Жыл бұрын
Does this delete the data in the original source automatically?
@HectorGarciaCPA Жыл бұрын
No
@cakelady5612 жыл бұрын
do you have to reconcile again in the new account
@HectorGarciaCPA2 жыл бұрын
Yes
@LAURENRODRIGUEZ95Ай бұрын
thank you!
@HectorGarciaCPAАй бұрын
:)
@CC-ip3ve Жыл бұрын
No option to sort by Transaction Type
@HectorGarciaCPA Жыл бұрын
Yeah… that drives me NUTS
@mehzar63793 жыл бұрын
Thank you
@rogenawalters39052 жыл бұрын
Unsubscribe at no cost to me. I have not done anything, I was just looking