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steveandtuk45
Level 1

How do I switch from my current accounting software to quickbooks?

 
5 REPLIES 5
MarsStephanieL
QuickBooks Team

How do I switch from my current accounting software to quickbooks?

Thank you for having an interest in QuickBooks, @steveandtuk45.

To bring your files with us, you’ll have to enroll for a subscription first, and then export all your files from your current accounting program then save it as a back-up. After that, follow the on-screen instructions in setting up your QBO account.

Here’s how you’re going to import your transactions to QBO:

1. Go to the Gear icon, select Import Data under the Tools column.
2. Choose and click on the icon to identify the data that you wanted to import.
3. Browse the data, and then click Next.
4. Hit the Import button after.

Now, you’ll have to follow the steps for additional account you wanted to bring up in QuickBooks Online. This can be additional information for import transactions in QBO: Move your data to QuickBooks Online.

For future reference, you can check out matching and categorising bank transactions in QuickBooks Online.

Do you have questions in mind? Let me know right away so that I can help. Take care!

Fiat Lux - ASIA
Level 15

How do I switch from my current accounting software to quickbooks?

@steveandtuk45 

Make sure which product you want to use now. QB SE is a stand-alone product and no migration path to QB Online.

https://quickbooks.grsm.io/UK-SE

https://quickbooks.grsm.io/UK

 

If you choose QB Online, try call and ask Intuit Data Service to migrate your data from old system.

qppleby equine
Level 1

How do I switch from my current accounting software to quickbooks?

hi i am having probelms connecting my new barclays account to my quick books account, it just showing a error anytime i try. thanks nat. 

qppleby equine
Level 1

How do I switch from my current accounting software to quickbooks?

i am using quickbooks self employed. tried ringing got told to use this instead and they are not trained to help through the self employed.

Ashleigh1
QuickBooks Team

How do I switch from my current accounting software to quickbooks?

Hello Qppleby equine, 

 

Welcome to the Community page, 

 

Could you send us a screenshot of the error you are getting when you try and connect your Barclays account so we can have a look into it for you? 

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