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Step 2: Prepare Data for Export from QuickBooks

This page contains the steps you need to follow to prepare your data for export from QuickBooks.

From within QuickBooks, you will need to follow the steps listed below in the order indicated.

Requirements

Verify that you are in Single-User Mode

Launch Quickbooks
Open the File menu.
If you see Switch To Single User Mode listed, you are in Multi-User Mode
Select Switch to Single-User Mode

Note: If you see Switch to Multi-User Mode on the File menu, you will not need to do anything.
Click OK when prompted. You can now use this file in single-user mode.

Other Settings

To prepare your data migration, each of the items will need to be set in QuickBooks as indicated in the table below.


Item	Setting	Notes

Credit Card Accounts	Change account type to Account.	Setting the account type to Account rather than Liability Account ensures that credit card accounts appear as a choice when you enter credit card charges in Office Accounting.

Inventory Items	No additional setting, see Notes	Must have a Cost of Goods Sold account associated with them.

Accounts	Set preferences to use account numbers.	Office Accounting will assign account numbers to blank accounts.

	Clear the Active check box for any accounts you no longer use.	You will be able to delete inactive accounts in Office Accounting.

Office Accounting gives you the option of importing only your master records, or your all transactions in addition to master records. However, you cannot choose to import master records, and then all transactions at a later time.

Importing master records only requires steps described in Preparing Master Records in QuickBooks.

If you plan to import all transactions including master records, follow the steps described in Import All QuickBooks Data into Office Accounting.

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