Top 7 things to know (or ask yourself) before importing from QuickBooks For Windows

  1. Are you the administrator? If not, go get them. Or just confirm that you know the administrator password on your desktop data file.
  2. Size matters. :) We limit (OE.QBW) file size  to 140 mb. Have more data? Check out the Lists only option for import.  It’s easy. To determine the size of your file open your company file and hold down the F2 key.
  3. We’re a one man show.  This just means two data files cannot be merged into one file.  Give us all you got…but only give us one company file.
  4. Are you on Internet Explorer?  (Yes, we know. And we also think the import process should work on more browsers. We’re getting there:).  For now, you do have to be on IE in order to complete the copy.
  5. After you import…you’ll get to easily compare data!  Just ensure that you are customizing your date range to include All Dates in both products.  And…your accounting method must be set to Accrual.
  6. The transfer is not immediate.  It’s a lot of data! This may take some time.  Use this time as a gift…go talk to your customers. Maybe grab a latte.  Have fun. Thank you for your patience.
  7. The most important question…Are you ready to have anywhere anytime access? Are you ready to liberate yourself from the one computer with QuickBooks? We thought so! Have fun.

And for your reading pleasure, we have all the beefy details behind each of these tips above spelled out in a knowledgebase article.  Enjoy.

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2 Comments on “Top 7 things to know (or ask yourself) before importing from QuickBooks For Windows”

  1. Capt'n Morgan Says:

    LOL at #7!

  2. John Says:

    Indeed… We pay MORE so we can have ANYTIME, ANYWHERE, but I’m having trouble seeing why I shouldn’t just use (someone else’s) desktop software instead.


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