How to Prepare a QuickBooks Online File for Copying

How to Prepare a QuickBooks Online File for Copying

If you are looking to copy a QuickBooks Online (QBO) file, there are a few things you need to do to prepare the originating file. For a manual QBO and for a Rewind copy, start with the same things. This is a perfect time to start by cleaning up a file. In this guide,...
How to Export QuickBooks Online Lists

How to Export QuickBooks Online Lists

After cleaning up and running reports on your Quickbooks Online (QBO) file, you are ready to begin exporting data. You will have quite a few lists to export if you are doing the manual process of creating a QBO copy. In this guide, learn how to: Export necessary QBO...
How to Verify Data in a new QuickBooks Online File

How to Verify Data in a new QuickBooks Online File

After migrating from QuickBooks Desktop to QuickBooks Online (QBO), or copying an existing QBO file, you need to verify that the data is correct. This is important for avoiding any sort of errors in your accounting file. You can do this manually, or you can use Rewind...