Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
G
Gabriel9
July 21, 2023
Question

NEW BOOKS PROJECT

  • July 21, 2023
  • 4 replies
  • 4 views

Hello,

I am starting a new project: re-recording all the transactions from a few past years into a new QB account.

Shall I implement first the new chart of accounts or import all the transactions and change the chart after?

4 replies

A
Amanda-B
July 21, 2023

Hey there Gabriel9,

 

Thanks for reaching out to us here. Thank you for contacting us here. Ensuring that you record your transactions correctly is an essential step in maintaining clean books. I would be happy to provide some information.


To ensure the accuracy of your books, I recommend that you contact an accounting professional for expert advice. They will be able to point you in the right direction so that your accounts can end up with the correct balance. Having an accountant can be beneficial for you and your business. You can add your accountant to your books by going to the My Accountant tab in your QuickBooks account. You can also find an accountant who has experience with QuickBooks near you by clicking the Find a professional to help you option in this section.


If you have any further questions, please do not hesitate to contact us here.

G
Gabriel9Author
July 21, 2023

Hi Amanda,

 

Thank you for the reply, but exactly this is apart of the problem: we had 4 different accountants dealing with this and the result is 4 different kind of mess.

 

Anybody, other ideas?

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
July 22, 2023

@Gabriel9 

Consider buying a 3rd party migration service instead.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement