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Moving to Yamate › QuickBooks

How to export your data from QuickBooks

What to click in QuickBooks, which files you get, and what can’t come across. Checked 6 October 2026.

Before you start: You need the admin login.

Everything in one go

  1. Click the gear (Settings) → Export data.
  2. On Lists, turn on Customers, Suppliers, Products and services and Chart of accounts.
  3. On Reports, turn on the invoice and bill lists you want.
  4. Click Export to Excel. You get one .zip file — drop the .zip in as it is.

What can’t come across

  • Attachments
  • Payroll history

Then bring it into Yamate

  1. Open Yamate and go to Settings → Your data → Import data. New accounts are asked once, after the welcome.
  2. Drop all the files in at once — CSV, Excel or ZIP. They are read on your phone or computer.
  3. Check the tick-list. Owed invoices stay owed, paid ones count as paid, and nothing you already have is changed.
  4. Tap Add. Anything you untick is left out.

Try Yamate free

Checked 6 October 2026 against QuickBooks’s own help pages. Yamate isn’t affiliated with QuickBooks; the name belongs to its owner.