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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?

 
2 Comments
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.