Moving from QuickBooks Desktop
Export these files from QuickBooks Desktop, then upload them in Move to DIANO.
These are the same steps as in Move to DIANO. Last checked: 2026-10-20 · QuickBooks Desktop's own help.
1. Your trial balance on the day before your start date
Where: Reports › Accountant & Taxes › Trial Balance
A list of all your accounts with a debit and a credit total on the day before your start date. Set the date to the day before your start date. The two totals are the same.
Click Excel, then Create New Worksheet. Pick Create a comma separated values (.csv) file, then click Export.
2. Unpaid customer invoices on the day before your start date
Where: Reports › Customers & Receivables › Open Invoices
One line for each customer invoice that is not paid in full, on the day before your start date.
Click Excel, then Create New Worksheet. Pick Create a comma separated values (.csv) file, then click Export.
3. Unpaid supplier invoices on the day before your start date (if it applies)
Where: Reports › Vendors & Payables › Unpaid Bills Detail
One line for each supplier bill you have not paid in full, on the day before your start date. If you owe no supplier anything, you can skip this file.
Click Excel, then Create New Worksheet. Pick Create a comma separated values (.csv) file, then click Export.
4. Your customer list
Where: Customer Center › Excel › Export Customer/Vendor list
One customer on each line: name, balance, phone and e-mail.
Pick Create a comma separated values (.csv) file, then click Export.
5. Your supplier list
Where: Vendor Center › Excel › Export Customer/Vendor list
One supplier (vendor) on each line: name, balance, phone and e-mail.
Pick Create a comma separated values (.csv) file, then click Export.
6. Your item list (if it applies)
Where: Lists › Item List › Excel › Export all Items
A list of the things you sell or buy: name, description, price and cost.
Pick Create a comma separated values (.csv) file, then click Export.