Hi Folks
Here are our findings on a few matters to date:-
The Data Export Only Tool
- Need to wait for a session (2 -3 minutes) – I assume this is some sort VPN?
- Then upload your QuickBooks file.
- The file opens in QuickBooks Premier Accountant Edition 2021 (View Only Mode).
- All functionality is greyed out apart from Reports.
- You can export reports to a CSV file (painful!) and not Excel.
- You cannot print reports.
- You cannot print copy invoices.
- You cannot see historic VAT returns.
Basically, it’s the absolute minimum that QuickBooks could provide (to possibly avoid legal action?). It’s hard to not take this business decision personally. We will be continuing to look for a way to be able to access our 17 years of historic data in the format it is saved and so it can be easily printed and exported.
Our Migration Experience To Date
We are also in the process of migrating to QuickBooks online as we have so little time that moving to an alternative is not viable right now.
We have, to date, found these issues:-
- The migration of the account balances generally appears to works fine. We have around 20 minor errors to fix.
BUT
- Customer jobs no longer work. We are going to have to use Items rather than jobs going forward which is less than ideal for us and how all our other systems in the company are set up.
- There is no export function for customers details meaning we are forced to tidy all the incorrectly migrated data from customers/jobs manually. Very time consuming and painful. The migration has imported 6600 clients and projects.
- Item lists don’t export.
- There are NO customer types (but there are in the American version). Why oh why would you do this?!
I am only a few hours into this but if people find it helpful, I will keep updating the list on here.
