From paper to Quickbooks

Hi there,

Thanks for reaching out. Having a clear understanding of how to handle your books is important. I'll be happy to assist you with this.

QuickBooks Online offers the ability to move your data from a different software such as Excel. This is done through the import feature, which really saves a lot of time as you don't have to enter every single transaction manually. Here's a list of what you can migrate in QuickBooks Online: 

• Chart of Accounts
• Invoices
• Bills
• Bank Data
• Customers' list
• Suppliers' list
• Products and Services

For necessary steps on how to import each of these, here're useful articles: 

• Move your lists to QuickBooks Online
• Import your bills
• Import multiple invoices at once

To be sure you'd need to migrate older transactions for tax purposes, I recommend talking to your accountant. If you don't have an accountant, you can find one on our Find-a-ProAdvisor website

I hope this helps! Feel free to reach out any time.

@wilmar-bt 

You may utilize TPI for Online to import most of trasanction types into your QBO in bulk.

https://transactionpro.grsm.io/qbo