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Learn about things to be aware of when using exportmybooks.com, what data doesn’t export to QuickBooks Desktop, how we convert your data, and more.
Learn about things to be aware of when using exportmybooks.com, what data doesn’t export to QuickBooks Desktop, how we convert your data, and more.
Here are a few things to be aware of before using our conversion service:
Active QuickBooks Online Account: You must have an active QuickBooks Online company file to convert and verify that you have selected the correct company file. Otherwise you may end up with an empty company file.
User Permission: Make sure you are using the master administrator or company admin user permission in order to connect exportmybooks.com with your QuickBooks Online company file.
Multicurrency: We do not support multicurrency conversions at this time.
QuickBooks Online Self-Employed: We do not support QuickBooks Online Self-Employed conversions at this time.
Supported QuickBooks Desktop versions: The minimum version that our conversion supports is US QuickBooks Desktop Windows Pro/Premier 2020, US QuickBooks Desktop Enterprise 2020, and QuickBooks Desktop Mac 2019. You can easily upgrade this file to a later year version.
Export Settings: Please read the FAQ to learn more about the export settings options.
Start Date: With our service, the start date will be the date where all accounts will have their starting balances set in QuickBooks Desktop; this means that transactions on and after that date will be converted over. In addition, any unpaid invoice and bill transactions will be retained regardless of when they were recorded.
Multiple company files: You can use exportmybooks.com to convert any number of different company files. Each conversion will be charged separately. Please read the FAQ for more information on how to switch company files.
Using a different Intuit account: Our service assumes you’re using the same Intuit account to access your company file(s). However, if you need access to another company file using a different Intuit sign in, please read this FAQ for more information.
List limits
In QuickBooks Desktop Pro and Premier, your combined list items (customers, vendors, employees, etc.) can’t exceed 14,500.
If a list exceeds 10,000 items, only the first 10,000 will convert.
If you exceed these limits already in QuickBooks Online, you’ll need to export to QuickBooks Enterprise.
QuickBooks Desktop limits billable expenses to the "expense" account type only. Any other account type for the billable expense account will not convert over. Please change all billable expense account types to "expense" before the conversion.
Budgets
Credit Card Information
Taxable status
Notes
Preferred Delivery Method
Mobile number
Locations in QuickBooks Online can be referred to as Business, Department, Division, Property, Store, and Territory. QuickBooks Desktop does not have a Locations feature.
Employee Social Security Number
Company EIN
Company Bank Details (Routing Number, Account Number)
Company Credit Card Account Number
Fixed Assets, Other Assets, Other Current Assets, Loan/Other Current Liability, and Long Term Liability Account Number
Vendor Tax ID
Vendor Account Number
Transactions with mismatched names. This includes but is not limited to:
Bill with Parent. This feature is not supported in QuickBooks Desktop. This means that transactions may not be linked or payments may not export if the names do not match the invoice.
Any type of transaction that does not use the same name to link to each other, e.g., credit memos that use a different name than what's on the associated receive payment.
Zero total payments
Transactions to and from the same bank account. QuickBooks Desktop does not allow transfers to and from the same bank account
Transactions that link to a single General Journal Entry transaction with credit/debit lines to the same name may not convert
Billable status on a deposit
Custom fields
Memorized transactions
Voided transactions
There are historical errors with Intuit’s Desktop migration to QuickBooks Online:
Inventory transactions migrated may not hit COGS or Inventory Asset accounts.
Sub-items must have the same Type as the parent item. If they do not match, the sub-item becomes a separate item.
Your transactional and list data will be converted over based on the Start Date you select during the export process. Please be aware of following changes that can occur to your data as part of the conversion (click on each section to expand):
How long will it take? Most conversions are completed within a couple hours. However, large and complex company files can take a few days to convert. If there is a lot of data in your company file and you need your file sooner please choose a recent conversion date.
Session timeout: After a few minutes of inactivity you will receive a "Session has timed out" message in our app. Intuit will automatically log you out of QuickBooks Online and/or the exportmybooks.com app for security purposes. This does not, however, affect your conversion. We will continue to work on converting your file regardless of whether or not you're logged in to QuickBooks Online or to the exportmybooks.com app (but please do not disconnect from the app while we are processing a conversion).
Conversion status: We will send periodic status updates to the email address associated with the QuickBooks Online account. If you do not hear from us you may assume that your conversion is still in progress.
Restoring the Converted File in Desktop: Full instructions on how to purchase, download, and restore the converted file in Desktop can be found here.
Password: The password for a specific export is unique for that particular file. We recommend that you change your password after restoring the backup file.
File Access: You can download the file for up to 30 days. To maintain your security, the file will be deleted and removed from our servers after the 30 day period.
Audit Report: The Audit Report displays accounts with balances with your QuickBooks Online and QuickBooks Desktop trial balance reports and will not display any accounts that contain zero balance. The Conversion Errors section lists any specific transactions that could not convert. Please review for discrepancies and fix any issues in your Desktop company file. Learn more about the audit report here.
Retained Earnings account: Any earnings equity account converted from your QuickBooks Online company file should be merged to the Retained Earnings account in QuickBooks Desktop. Learn how to do that here.
Bank Reconciliations: The existing reconcile balance in QuickBooks Online isn’t transferred over to QuickBooks Desktop. After the conversion, when you attempt to reconcile in Desktop, you'll see that the beginning balances are zero. This can be fixed by running a single reconcile for the last reconciled month in QuickBooks Online. Instructions on how to do that can be found here.
Tax Form and Line Mapping: Your converted file will have the Tax Form set to "Other/None”. Please update the Tax Form to the correct type that your business uses. You will also need to set the Tax Line mapping by hand for each account.
Payroll: While paychecks convert using our service, most payroll data does not. What does not convert includes pay period and liability period as well as Quickbooks Payroll Online information. To continue running payroll after you export your QuickBooks Online data, please set up your employees and enter historical tax payments (learn how to do that here). PII (personally identifiable information) such as social security numbers is inaccessible for the conversion and must be entered manually.