cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
Anonymous
Not applicable

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

 
Solved
Best answer March 08, 2020

Accepted Solutions
MarsStephanieL
QuickBooks Team

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

Thank you for having an interest in QuickBooks, @Anonymous.
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, you have 2 options you can in Quickbooks itself import data directly, such as customers, suppliers, invoices, bills, chart of accounts and product and services.

To import specific data manually(it needs to be in a CSV format) you can

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.

 

Or

 

You can use  Quickbooks and the Data Switcher tool to migrate the full file.

If you want to move the full file o data you would need instead to link through the Dataswitcher tool and begin the export to Quickbooks for more information on the how to begin this process and any limitations and additional information please see this article: Move your data to QuickBooks Online

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

View solution in original post

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, @Anonymous.
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, you have 2 options you can in Quickbooks itself import data directly, such as customers, suppliers, invoices, bills, chart of accounts and product and services.

To import specific data manually(it needs to be in a CSV format) you can

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.

 

Or

 

You can use  Quickbooks and the Data Switcher tool to migrate the full file.

If you want to move the full file o data you would need instead to link through the Dataswitcher tool and begin the export to Quickbooks for more information on the how to begin this process and any limitations and additional information please see this article: Move your data to 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?

@Anonymous 

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? 

Need to get in touch?

Contact us