I'm creating a new column next to date column in Excel. I use function =Datevalue and click the column where the dates are from the QBO export. This converts General/Text type into date format. At least this worked for me and I was able to group ...
If you import a CSV it allows you to add a category to multiple transactions. So in excel you can filter transactions then add a category and import it. The fact that you guys have this feature and are holding back is a terrible strategy. I am switching to Freshbo...
tell this to the customer service reps at TRUIST! OFX does not recognize the word DEPOSIT. The OFX code should be DEP I,be posted how to Edit the qbo file in an Excel file…. Don’t forget to save it after changes before importing To get around the bank feeds not...
The point of using QBO is to avoid Excel. Quite frankly, I have never seen a trial balance produced by an accounting system sorted any way other than in account number order. The feedback I sent was to make the default for the QBO Trial Balance Report to sort by account ...
I was already aware of how to export the data into excel files. This thread was specifically related to the error 1009 that I kept receiving when trying to create a US QB Desktop backup of a US QBO file. I can successfully perform this on other QB...
Once ready, click Export to Excel. In the Exporting from QuickBooks Online page, select Continue to Download. Then, follow the rest of the on-screen instructions to complete the exporting process. Once completed, you may now switch over to QuickBooks Deskto...