On the Reports tab, set the date range to year-to-date. Under Tools, select Export Data. To know how to troubleshoot the error follow solutions given in the blog.2. It may be worth reading the first section of this document which explains how to tidy up your Quickbooks file before migration.QuickBooks won't export to excel issue occurs when the update is unsuccessful. A full and very detailed guide to migrating from Quickbooks to MoneyWorks is available on request.
![]() ![]() Export Quickbooks Contacts To Excel How To Troubleshoot TheHowever you may want to set up again to take advantage of some of the more sophisticated features of the MoneyWorks account structure. The information required is in the MoneyWorks Manual (Importing your Chart of Accounts on page G-363). Note however that in general QuickBooks doesn’t use account codes, so you will need to add a column for these. Bitdefender antivirus for mac 52Transferring AP/AR BalancesTo import your opening AR/AP balances, you should be able to use the MoneyWorks AR/AP import script. Set the Code field to work-it-out and MoneyWorks will automatically assign a unique code for each customer/supplier as QuickBooks does not seem to have a unique name code. Note that you should set the MoneyWorks customerType field to 2 for your debtors, and the supplierType field to 2 for your creditors. You will need set the File Format to Merge file, and manually align the MoneyWorks fields to those in the CSV file. You will need to repeat this for your suppliers (vendors).To manually import the contacts, use the MoneyWorks File>Import>Names command (or copy and paste the block of text from Excel into the MoneyWorks Names list). Use the Modify Report or Customize Report button to add the additional information that you need (in the Display tab), then send the report to Excel. Again set the File Format to Merge file, and manually align the MoneyWorks fields to those in the tab delimited (or CSV) file.Alternatively (and easier) run the Inventory valuation summary report from QuickBooks, and use the MoneyWorks stock Import Script. Items and InventoryTo import your items, use the MoneyWorks file>Import>Items command. Make sure the reports are “collapsed”, so they just show the totals for each customer (and not the outstanding invoices).
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