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Everything you need to know about banking in QuickBooks Online - Discover more
kingdecoruk
Level 1

I'm looking to move to QB from wave. The thought fills me with dread! Has anyone been through this process? Will the QB free service do it? Using QB essentials free trial

 
4 REPLIES 4
JessT
Moderator

I'm looking to move to QB from wave. The thought fills me with dread! Has anyone been through this process? Will the QB free service do it? Using QB essentials free trial

It's good to know that you’ll be using QuickBooks now, kingdecoruk!

 

We do not import data directly from Wave, but you can save your list of customers, suppliersaccounts, and sales items in Excel in a CSV format and import them into QuickBooks.

 

About your transactions, you can connect your bank and credit card accounts to download them onto the Banking page. Then, match, categorise and add them to your books.

 

Please note that connecting accounts will only download transactions within the last 90 days. Anything older can be downloaded from your bank's website in a QBO or CSV format and uploaded onto the Banking page. For CSV, be sure it's correctly formatted as well.

 

You can also upload the transactions listed below, but please do it first before adding transactions from the Banking page to avoid duplicates.

 

 

Lastly, you may find third-party apps to import your data from Wave if you want to take a shortcut. The apps may charge you for their services.

 

Feel free to comment below if you have more questions. Take care!

Anonymous
Not applicable

I'm looking to move to QB from wave. The thought fills me with dread! Has anyone been through this process? Will the QB free service do it? Using QB essentials free trial

hi @kingdecoruk ,

Due to there is no free migration service for QBO UK, there are two options:

1. You may consider using a 3rd party data migration tools (like TP) for lower cost.

https://transactionpro.grsm.io/fl-qbo

 

OR

 

2. Purchase a migration service if you don't have time doing it by yourselves.

Anton Bondar
Level 2

I'm looking to move to QB from wave. The thought fills me with dread! Has anyone been through this process? Will the QB free service do it? Using QB essentials free trial

Hello ! I can advise you to use Business Importer app, it will save your time. It imports your data from Excel sheets to QBO, it is much more faster than type each transaction manually. It has free trial and magic revert button to erase info without any damage for your account. 

EmmaM
QuickBooks Team

I'm looking to move to QB from wave. The thought fills me with dread! Has anyone been through this process? Will the QB free service do it? Using QB essentials free trial

Hello kingdecoruk,

 

What format is the data in wave?Are you able to import this inot an excel format? If so you can use the following link

 

If you select CSV files our data services team can look to migrate the data for you.

Alternatively you can use the import data in the cog in the top right and you can import chart of accounts,bills,invoices,products and services,sales receipts,bank data,credit notes,customer and suppliers in the product.

 

Any questions let us know.

 

 

Emma

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