Hi there, @BKonop.
I'd be glad to offer my assistance with exporting your Veracross data to QuickBooks Online.
To ensure that you get the support needed, I'd suggest reaching out to Veracross Support just to be sure.
From the research I've done, I did find steps with how to export your data to an Excel spreadsheet or as a CSV file.
I'm providing steps below with how to export your Veracross data:
- Select Export from the Action Menu in the query design view or the Data Grid Results View.
- Choose the green Export button to run the procedure, and the file will automatically download it to the computer.
Exported files maintain the same field properties and formatting as the query results, so renamed fields, column order, background colors, etc. will be included on the exported spreadsheet.
Once you have followed the steps above, I'm going to provide steps below with how to export the Excel spreadsheet into your QuickBooks Online:
- Under Customers, select Invoice.
- Under Tools, choose Import Data.
- From the list, pick Customers.
- Select Browse.
- Find and select the Excel file, click Open, then click on Next to continue.
- Map your data then go to Next.
- Adjust your data if necessary then choose Import.
I'm also going to attach a link with some additional information about exporting into QuickBooks Online as well: Import Customer or Vendor Contacts from Outlook, Excel, or Gmail
Thank you for reaching out to the Community. If you have any more questions, please don't hesitate to Reply to this thread. Happy Tuesday!
