Once installed, it is time to create your new AccountEdge Company File.
#Export accountedge basic to quickbooks install
They will also help you match and import your QuickBooks information correctly in AccountEdge.įollow the same steps to also export Customer Cards, Lead Cards, Vendor Cards, Employee Cards, Items, and Activities.īefore you get started converting your QuickBooks data, you will need to install AccountEdge on your computer. Use these exported files as a tool to help you better understand the AccountEdge field names and types. Open the new text file in your spreadsheet software to view in an easily readable format. Save the exported text file (.txt) to your desktop, so it is easy to locate. Select Match All to export all available data, click Export.
Keep the defaults on the first window, click Continue. Click on File from the top menu bar and then from the drop-down select Export Data > Accounts > Account Information. Open AccountEdge and select to open the Sample Company from the AccountEdge Welcome Window. This is the best way to match your existing data with the correct field names that AccountEdge will use when you import your information. Widgets Coffee Co.Ī quick trick to get familiar with the AccountEdge data format is to export data from our sample Company File, Widgets Coffee Co., which is included when you install AccountEdge. The key to bringing your data from QuickBooks into AccountEdge is being comfortable working with data in Excel, understanding the fields available in QuickBooks and AccountEdge, and using Excel to maximize the data you convert.
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