Export Date range (QB 2001)

Mar 28, 2006 14 Replies

I have a client that has an audit (L&I) and they want his financial records in his accounting program for a date range.



Is there a tool/way to pull out records relative to a specific date range?



Thanks



-josh


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It's called "Reports". Specify the date range that you wish for each report. If this is a Basic version you can only print the reports; Pro versions can also export the reports to Excel.

Thank you -- this is the pro version -- So; once the data is in excel for a given date range; how do I delete everything & pull back in that specific date range?

Basically he's being audited for a 3 year period, they want the data in quickbooks format (or peachtree etc); so he wants to pull everything else out of the data file and provide them with only the requested information (date range).

Thanks

-josh

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Who is they? First time I ever heard of an audit where the actual accounting program data files had to be submitted.

Sorry, I misunderstood. Are you certain that's what is required? A QuickBooks file containing data from only the selected date range? (1) That seems a highly unusual request. (2) I don't know any accounting software that can do that.

If it's possible, the only way that I know is (maybe) Karl Irvin's Data Transfer Utility

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which I think works only with US versions of QB 2003 and newer. What I suggested initially was providing reports containing the required data, either in printed format or exported to one or more Excel files.

L&I

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Thanks for the tip -- it's possible to upgrade to 2003 and then use his tool; that's what we'll do.

Thanks for the pointer

-josh

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L&I what county?

It's really moot, don't you think? Since the letter clearly outlines what they want him to bring..... but to satisfy your curiosity, USA

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But who are they? What does L&I stand for?

"Labor & Industries" Washington state "Labor & Industry" Minnesota "Licenses & Inspection" Pennsylvania "Labor & Industries" Pennsylvania "License & Insurance" Department of Transportation and others.

Now you know.

Or could it be licorice and incense?

We have this type of request all the time from Florida Unemployment people. We offer them a complete QB data file, plus the ledgers (or transaction detail reports) for the specific period requested. No one ever took a file from us. Then again, we do not have state income tax and our franchise tax does not apply to S corps.

Mike Block - QuickBooks Tax Cut C.P.A. Intuit paid me to make QuickBooks better!

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Sounds lie a bad 1960's pop music song.

Labour & Industries.

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