If new client wants to put transaction on QBO from the beginning of the year

siska72 · ‎October 06, 2021

Hi, I have some issues and need help.

I am a bookkeeper as a freelancer.

I have a new client of a small business recently. They want to put the transaction on QBO from the beginning of the year. (January)

They don't use any excel and QBO before.

It is October and I think it is a time-consuming job. I get paid by hour.

Do you think it is a valuable way? It might be good to start QBO on January 1, 2022. What do you think?

Fiat Lux - ASIA · ‎October 07, 2021

@siska72 wrote:
They don't use any excel and QBO before.

What kind of data do they need to import if they have nothing? How about bank statements?

siska72 · ‎October 07, 2021

Of course they have bank statements and receipts but they didn't record anything. So they want me to set up all transactions in QBO from the beginning of this year.

Fiat Lux - ASIA · ‎October 07, 2021

You may need an importer / converter tool for bank statements and receipt management to capture and convert data into their QBO account. The question is who will pay for these apps?

siska72 · ‎October 07, 2021

Thank you for your reply.

Do you mean importer tool on QBO? They have credit card statements as well. Can I upload all at once by importer tool?

They will pay the fee.

Fiat Lux - ASIA · ‎October 07, 2021

Prepare the data in XLS/CSV format and utilize an importer tool

https://transactionpro.grsm.io/qbo

If the file is in PDF format, utilize a converter app. Otherwise, utilize the SlickConnect. It is designed to import into any bank or credit card in QuickBooks Online,

https://www.moneythumb.com/?ref=110

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If new client wants to put transaction on QBO from the beginning of the year