Learn about data limitations when converting from other accounting software to QuickBooks Online.
There are transactions that can and can't be converted. Use the following to guide you on your transition to QuickBooks Online.
What data will be converted?
- Customer details
- Supplier details
- Chart of accounts
- Account balances
- Customer balances
- Supplier balances
- Items list
- Historical transactions
Note: Transactions are converted in Journal format.
Specific transaction handling
There are transaction types that QuickBooks Online doesn't convert. These are converted as Journal Entries:
- Funds transfers
- Pay cheques
- Inventory Adjustments
- Inventory Lists (products and services)
- Memorized Transactions
- Purchase Orders
- Custom Templates
- Receive money
- Customers and SuppliersNote: Each contact is converted as both customers and suppliers.
What we don't convert
We can’t convert the types of data listed below:
- Memorized transactions
- Invoice template and other templates
- Sales orders
- Payroll records
- ProjectsNote: These convert as sub-customers, but QuickBooks Online doesn't support project accounting at this time.
- Negative stock
In addition, these software programs have additional conversion limitations:
Sage 50 Accounting
- Non-posting entries (estimates) are not transferred over.
- Only a maximum of 2 fiscal years of data with the trial balance for the 3rd year gets converted.
- All transactions will be migrated in journal entry form.
- Product and Service List and inventory details are not imported.
- Customer and Supplier shows as customer and supplier in QuickBooks.
- If Customer Aging and Supplier Aging has amounts that don't match with the Accounts Receivable and Accounts Payable balance in Sage 50, then some amount will be against Customer and Supplier in QuickBooks.
- After data migration, consolidate your Sales Tax numbers migrated from Sage to QuickBooks.
- Only a maximum of 2 fiscal years worth of data gets converted.
- All transactions are migrated in journal entry form.
- Product and Service List and inventory details aren't imported.
- You can find Customer and Supplier as customer and supplier in QuickBooks.
- If Customer Aging and Supplier Aging has amounts that don't match with the Accounts Receivable and Accounts Payable balance in Acomba, then some amount will be against Customer and Supplier in QuickBooks.