How to Get Your Desktop Backup File Ready for Export

How to Get Your Desktop Backup File Ready for Export

1. Make sure your QuickBooks Desktop is up to date.

  1. Press F2 (or Ctrl + 1) to access the Product Information screen for Windows or press CMD (?) + 1 for Mac.
  2. Check your current version and release.  Ensure you're using the following QuickBooks versions and releases or higher: 2020 R15, 2021 R10, and 2022 R5.
  3. If not, download and install the latest updates.

2.  Make sure your company file isn’t too big to export.

  1. Open the Product Information screen.
  2. Ensure the Total Targets number is less than 750,000.
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3. Export a copy of your Sales Tax Liability report and upload to Accountable Numbers.

  1. Go to the Reports menu, then select Vendors & Payables. Select Sales Tax Liability.
  2. From the Dates▼ dropdown, select All.
  3. At the top, from the Print▼ dropdown, select Save as PDF.
  4. Choose the folder you want to save it in, name the file, and select Save.

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