Results 1 to 2 of 2

Thread: Convert info from quickbooks to pastel

  1. #1
    New Member
    Join Date
    Mar 2015
    Location
    Pietermaritzburg
    Posts
    2
    Thanks
    0
    Thanked 0 Times in 0 Posts

    Convert info from quickbooks to pastel

    Hi All. I have a client who uses QuickBooks. They are not based in SA so they use the American Version! So I cannot take a backup and convert to the version we use in SA. I use Pastel as my choice of software. My question is: How must they export data so that I can import it into Pastel Partner V14? They will be using Sales, Purchases (Bills), Cash payments and of course bank. I can get the bank in .ofx format or even in csv and import that. Its the way QuickBooks exports the data that concerns me. What report do they export from in QuickBooks? Any help will be appreciated. Regards. Mike.

  2. #2
    Bronze Member
    Join Date
    Feb 2016
    Location
    Johannesburg
    Posts
    199
    Thanks
    17
    Thanked 42 Times in 36 Posts
    Hi Mike

    I found the Journal report, under the Accountant tab, to work best for this. Before exporting it to Excel, switch on all fields, hit the Expand button, then export to excel and manipulate it all you like.

    However this is something you only ever want to do once. It is a huge time consuming task to get it right.

    If you need to do this annually, I would much rather get a US copy of the particular QB they use. Then you can use the Accountant's Copy function and easily export any changes you make, for them to import.

Similar Threads

  1. Quickbooks vs Pastel - bank offer
    By AdeleK in forum Accounting Forum
    Replies: 19
    Last Post: 24-Feb-16, 06:46 AM
  2. Quickbooks vs Pastel Accounting
    By Dave A in forum Accounting Forum
    Replies: 15
    Last Post: 20-Oct-13, 09:31 AM
  3. How to Convert Files to PDF(Batch Mode)
    By SummiRS in forum Technology Forum
    Replies: 2
    Last Post: 13-Aug-11, 11:41 AM
  4. Convert CC to PTY
    By OB4 in forum General Business Forum
    Replies: 4
    Last Post: 06-Aug-09, 07:35 AM
  5. Convert Word to Pdf
    By Faan in forum Technology Forum
    Replies: 13
    Last Post: 11-Dec-08, 02:08 PM

Did you like this article? Share it with your favourite social network.

Did you like this article? Share it with your favourite social network.

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •