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QuickBooks OnLine - Exporting

I have a client who is currently using (not for long though) QB OnLine. Has anyone found a way to get the data out of QB, such as Vendors, Customers, Employees, etc.? Thanks

Answers

Topic Expert
Jaime Campbell
Title: Chief Financial Officer
Company: Tier One Services, LLC
(Chief Financial Officer, Tier One Services, LLC) |

What's the endgame? To create a new QBO company file based on this one, to get the client into QB Desktop, or to get the client into a different package?

Topic Expert
Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO, SBAConsulting.com) |

Migrate to a different package.

I find it an anathema that the data would be held "hostage".

Topic Expert
Len Green
Title: Performance Improvement Consultant and E..
Company: Haygarth Consulting LLC
LinkedIn Profile
(Performance Improvement Consultant and ERP Strategist, Haygarth Consulting LLC) |

Wayne
What does the QB service agreement say regarding data export (as opposed to simply running reports and downloading them)?
Are you looking for open balance items to populate the new package, or more of a database dump of all historic data?
Some SaaS vendors will charge for the db dump AND will require it to be done within x days of termination.
Note for the next software deal: Ensure license agreement defines your client's right to a db dump if it is in the cloud.
regards
Len

Topic Expert
Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO, SBAConsulting.com) |

Unfortunately, this pre-dates me.

They actually say nothing (in help) about the ability to export the basic data files.

For the most part, we have some of the data elsewhere or will recreate as new invoices come in...

Thanks Len.

Rick Scauzillo
Title: CPA
Company: The Scauzillo Firm PLLC
(CPA, The Scauzillo Firm PLLC) |

You should be able to safe your data back to desktop. It's there but I would have to look for it. I would also do it before terminating the service. Intuit has choked down support to the point of chat only. Sadly, there is not much else out there for the price point.

David Ziska
Title: CEO
Company: Council Business Solutions
(CEO, Council Business Solutions) |

I just completed this process yesterday, for one of my clients, after a two month sojourn. Along the way, I had to upgrade my Internet Explorer to a certain version, but not to the most recent version. To do that, I had to upgrade my PC operating system from XP to Vista or above. When attempting to create the export file from within QBO, the process never completed due to QBO errors. QB Tech Support "beamed-in" to my PC getting the same results. Tech Support determined that they would have to create the export file themselves. To allow that, I had to sign a release, authorizing them to access my client's data. I eventually got an email saying the file was ready, with instructions on how to download the file from an Intuit file transfer website. I went out to the website only to discover there was not file posted for download. Another discussion with Tech Support resulted in the file magically appearing. I download the file (what QB calls a "portable" file) to my client's network virtual drive. Upon attempting to restore that file to my Enterprise desktop version of QB, I received more errors. After researching the error codes, it appears that I either had a rights issue, or a network drive issue. Moved the file to my PC's local hard drive. Attempted the restore again. Bombed again. Swithced to single user mode. Finally restored without any errors.

Then I ran an Income Statement and Balance Sheet for all of eternity on both platforms (QBO and desktop Enterprise), compared the results, and concluded that I was successful. I did not look any further (e.g. at the vendor or customer files).

Along the way, I spent hours on hold with Tech Support.

I am extremely happy to be done with the process.

Topic Expert
Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO, SBAConsulting.com) |

Thanks for sharing - this sounds obscenely over bearing by design, and another reason I tend to shy away from QB.

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