One customer export in quickbooks.

[computertechguy]

New client needs to "export" a customers data in QB Desktop for a legal case. The only option I have found is an Excel export, is there another way?

 

[Sky-Knight]

Nope, and since Excel can take the tabular data that is the customer details and easily let you manipulate it into whatever you want... I have to ask... What exactly are you trying to do that makes this pathway unacceptable?

 

[computertechguy]

Nope, and since Excel can take the tabular data that is the customer details and easily let you manipulate it into whatever you want... I have to ask... What exactly are you trying to do that makes this pathway unacceptable?

The attorney on the other side has been rejecting this option from the client. I will be doing this tomorrow and making sure it is being done correctly.

 

[Sky-Knight]

The attorney on the other side has been rejecting this option from the client. I will be doing this tomorrow and making sure it is being done correctly.

You'd have to find out the reason why, but if he's grumbling about a proprietary format...

1.) xlsx is an open format.
2.) csv files are always an option, though you may have to use Excel to make one.

 

[HCHTech]

Maybe the attorney doesn't trust the client, and was hoping for a non-manipulatable way to export the data. I got this kind of pushback once so I invited the attorney to hire their own technician to do the work.

 

[ThatPlace928]

Maybe the attorney doesn't trust the client, and was hoping for a non-manipulatable way to export the data. I got this kind of pushback once so I invited the attorney to hire their own technician to do the work.

Aren't printed reports sufficient? Maybe they don't like Excel, because numbers can be changed easily.

 

[Sky-Knight]

Maybe the attorney doesn't trust the client, and was hoping for a non-manipulatable way to export the data. I got this kind of pushback once so I invited the attorney to hire their own technician to do the work.

Chain of custody is really important. And your solution is perfect.

@ThatPlace928 Prints can be easily manipulated too, HCHTech has the answer if the attorney is paranoid. His tech does the work while being observed by @computertechguy. No one can hide in such a scenario, signed statements are possible, everyone's on the same page, and guaranteed no tom foolery.