cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Visit this post for a list of recent banking issues in QuickBooks Online.
Highlighted
Level 1

HOW DO i IMPORT MY CUSTOMER LIST FROM kASHFLOW?

 
1 REPLY 1
Highlighted
QuickBooks Team

HOW DO i IMPORT MY CUSTOMER LIST FROM kASHFLOW?

Hello there, classiqueni.

 

I'm here to guide you in importing your customer list from Kashflow.

 

You'll need to complete the conversion form first, then upload your data to Odyssey. We partner with them in transferring your data swiftly and accurately to QuickBooks Online (QBO). Rest assured that your customer list is safe and protected because we're using the industry-standard encryption. The free conversion is from 01/04/2018 to date.

 

Here's how the process works:

  1. Fill in the details on our conversion form.
  2. Upload a backup of your data.
  3. We'll migrate your data and notify you to review the results.
  4. After migration, you can confirm you're happy and can start using your new company file.

The importing process will be completed within three to five working days after receiving your data file.

 

To learn more about the data convert and how it works, you can check out this article: Move to QuickBooks Online. It contains frequently asked questions about the conversion process and information about transaction handling.

 

Please let me know if you have other concerns. I'm just around to help.