How to move from QuickBooks to Microsoft Excel/Access

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if you can point me at some educational materials on how to go about setting up my own financial Excel and Database I’d appreciate it. (I really haven’t had time to research, let alone actually figure it out. With now essentially taking care of my Dad full time, Just finished building a house, AND still homeschooling, running my business, running my farm, and still doing the book keeping for my husband. Everything has basically suffered neglect because I haven’t figured out how to clone myself.)

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Since you already have data in QB, we would start by doing this …

Import Quickbooks QBB file into Excel

  1. Open Excel. Older versions of Excel. Click File. Click Import. Excel 2010 and newer. Click the Data tab. Click From Other Sources.
  2. Navigate to the QBB file in the import window (If you need to locate the file, you can do a search for QBB)
  3. Open the QBB file.

This will allow you to see how the data is organized.

Microsoft Access is a group of excel sheets much like Quick Books is. Access has some templates available for setting up a financial database.

We are no expert as we just played around, taught ourself what we needed to know and went from there to create what worked for us.

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So I guess I should start by learning about Microsoft Access.
I’m no expert in most things, but as an old stagehand, I’ve managed to teach myself just enough in many different things to really mess things up… or I mean cobble together something that can work to get the show through.

in the past year or two I’ve created python programs to automatically edit the payroll IIF files so I can import them with the correct class and for the farm helper pay cash.

Anyway, so you are saying that QB is really just a database of spreadsheets?
Which makes sense. It used to be that Microsoft and most other software companies that had some sort of spreadsheet program also had their own financial product to sell. Wasn’t till Quicken and Quickbooks that most of those other products slowly started to vanish. My mom was still using a microsoft works database for her financial stuff up until the 20teens I think and then she finally really retired in her 70s

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Yes

We started with the old Microsoft program … then moved to QB and then to Excel. There was an open source program way back called Q&A that we played with for a while also.

Try looking at these two links
Excel Templates
Access Templates

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Hi @TCLynx and @Lost_My_Marbles , I pulled these posts out from the original topic because there’s such good info here and didn’t want it to be missed.

Hope the migration is going well!

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Not migrating yet. I need to finish up some stuff from 2024 and then I have an appointment with a book keeper to help make sure our quickbooks company files are cleaned up. Then I will work with her to help me export everything out of quickbooks. Will save copies of everything in excel files.
And then will try to build a database in Access to start importing everything.
I have till December on my Zed Axis software for import and export in/out of Quickbooks.
And my Quickbooks subscription lasts until May.

Hopefully, the Migration is complete before September.

Currently I’m working on learning more about Access.

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Honestly, I do absolutely everything in Excel. I use ADP for payroll but I just download the pertinent documents and plug in numbers. I have it set up so that everything breaks down pretty simple. Then, I have another worksheet where I have various expenses. For non-payroll expenses, I use a separate worksheet. Then, I created a separate worksheet in the front to make up my financial statements and miscellaneous calculations. Inventory is a separate workbook.

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