I’m here to ensure all your transactions will get exported so you can successfully import them to your new version of QuickBooks, @saturdaysnyc.

QuickBooks Online offers a simple way of moving entries so you can download and import them anytime.

You can export your reports and lists into individual Excel files contained in a zip format in one just one process. You’ll want to make sure to filter the date period to cover year-to-date transactions. Here’s how:

1. Go to the Gear icon.
2. Under Tools, select Export Data.
   
3. On the Reports tab, set the date range to year-to-date.
4. Add items from the Reports/Lists tabs by toggling the slider.
5. Press Export to Excel.
   

Please know that you’ll need to export non-posting transactions and attachments separately since it doesn’t include in the lists. You can follow the instructions listed in this article to do so: Export reports, lists, and more.

You can also customize your other reports if you wanted to export specific details of your transactions in QuickBooks.

I’ve attached a reference for importing data to Online and Desktop versions. It has information that ensures data imports precisely and into a specific order.

By following these steps, you surely get moving. Let me know if you still need further assistance during the importing process. I’ll always be here to assist you.