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usersolarphase
Level 1

Can I migrate my customer data info easily from an existing accounting software over to QB without manualy entering in each customer?

 
5 Comments 5
Kass_B - Product Champion
Content Creator

Can I migrate my customer data info easily from an existing accounting software over to QB without manualy entering in each customer?

Hi usersolarphase,

 

You can easily import your customer details using a CSV spreadsheet exported from your existing software, Outlook or Gmail contacts; alternatively, you can use MMC Convert to move your data (including customer list) from your existing software to QuickBooks Online. MMC Convert is our data migration supplier who will assist in transitioning your data to QBO and can convert from:

 

  • MYOB Account Right and Account Right Live (.myo and .myox)
  • MYOB Essentials
  • Xero
  • Reckon Accounts and Hosted (.qbb and .qbw)
  • Quickbooks Desktop 2014 or later (.qbb and .qbw)

 

For more information on MMC Convert, see here for FAQs, a getting started checklist, how to begin a conversion and so on. If you would prefer to import the customer details via spreadsheet, see here for steps to create and import the file. 

 

 

-Kass

Fiat Lux - ASIA
Level 15

Can I migrate my customer data info easily from an existing accounting software over to QB without manualy entering in each customer?

@usersolarphase 

If you only need to migrate some portions of data (e.g Sales Receipt), you may need a 3rd party tool to do so.

STC24
Level 1

Can I migrate my customer data info easily from an existing accounting software over to QB without manualy entering in each customer?

Do you know a specific software that will do this?

GlinetteC
Moderator

Can I migrate my customer data info easily from an existing accounting software over to QB without manualy entering in each customer?

Hi there, STC24. I can guide you through finding software that can help you migrate data.

 

We're unable to recommend a specific third-party tool that helps you do the task. However, I've got the steps you need to find an app that can integrate into QuickBooks Online. 

 

To be guided on what app to use, you can go to the Apps menu in your QBO account and browse for an app suitable for your business needs.

Check this article to learn about importing lists to QuickBooks Online: Move your lists to QuickBooks Online.

 

I'm also adding the add and manage customers in QBO to keep track of your customers and their profile.

 

Feel free to tag my name below if you have follow-up questions about migrating lists in QuickBooks. I'm always here to help. Keep safe!

Fiat Lux - ASIA
Level 15

Can I migrate my customer data info easily from an existing accounting software over to QB without manualy entering in each customer?

@STC24 

Do you need to convert data from QB Desktop US/UK/CA to QB Online AU version?

https://quickbooks.grsm.io/Australia

 

You can utilize this tool (i,e Exporter for Desktop, Importer for Online)

https://get.transactionpro.com/qbo