Export data from QuickBooks Desktop

You will need to follow the steps below to extract all QB Desktop data that can be imported into Kompass.

1. Customers: head to Customers and Customer Centre (1).

   

   Then head to "Customers & Jobs", make sure you have selected "All Customers" (1) and under "Excel", click "Export Customer List" (2).

   

2. Estimates: Head back to Customers and Customer Center and under "Transactions" (1), select "Estimates" (2), and under "Filter By", select "All Invoices" and Date: "All" (3). Finally, click "Export" (4) and select the last option, export as csv.

   

3. Invoices: As above, at the Customer Center and under "Transactions" (1), select "Invoices" (2), and under "Filter By", select "All Invoices" and Date: "All" (3). Finally, click "Export" (4) and select the last option, export as csv.

   

4. Payments: As above, at the Customer Center and under "Transactions" (1), select "Received Payments" (2), and under "Filter By", select "All Payment Methods" and Date: "All" (3). Finally, click "Export" (4) and select the last option, export as csv.

   

5. Employees: From the "Reports" menu, go to "Employees & Payroll", and click "Employee Contact Lists" (1).

   

   In the following screen, select "Customize Report" (1). In the list of fields, make sure you'll select as minimum the following fields: Employee, First Name, Last Name, Main Phone, Work Phone, Mobile, Main Email, Job Title, Department, and Hire Date. Feel free including any other fields you would need them imported into Kompass.

   

   Click "Excel" and "Create New Worksheet" (1). Select .csv as the export filetype.

   

6. Cost Options: Cost options are the equivalent of Items/ Services in QBD. Go to "Reports", "List", and "Item Price List".

   

   Click "Excel" and "Create New Worksheet". Select .csv as the export filetype.