Hi there,
Making the switch to QuickBooks Online is the best move you could make for your business! It's important that the transition is as smooth as possible, and that you can take all the necessary steps to save time during setup. I'll explain what types of information can be imported into your new QBO account.
Intuit Data Services can convert the Canadian versions of the following software:
- Acomba
- QuickBooks Desktop, 2009 - 2019
- Sage 50 Accounting, 2010 - 2017
- Xero
For more information about the data migration process if you're using any of the above programs, take a look at this article: Import from QuickBooks Desktop and other software to QuickBooks Online.
If you're not currently working with any of the programs listed above, you can import the following information to QBO:
- Bank data
- Customers
- Suppliers
- Chart of Accounts
- Products and Services
- Invoices
- Bills
To import any of this information, click the Gear icon > Import Data.
That should get you back on track. I hope this helps clarify things for you as you begin to work with QuickBooks Online.
If you need any further assistance, please reach out to our tech support team.
Cheers.
