Limitations of importing data from third-party software to QuickBooks Online

Learn about data limitations when converting from other accounting software to QuickBooks Online.

There are transactions that can and can't be converted. Use the following to guide you on your transition to QuickBooks Online.

What data will be converted?

• Customer details
• Supplier details
• Chart of accounts
• Account balances
• Customer balances
• Supplier balances
• Items list
• Historical transactions

Specific transaction handling

There are transaction types that QuickBooks Online doesn't convert. These are converted as Journal Entries:

Sage 50

• Deposits
• Funds transfers
• Payroll payments
• Stock Adjustments
• Refunds

Xero

• Receive money
• Customers and Suppliers
  Note: Each contact is converted as both customers and suppliers.

What we don't convert

We can’t convert the types of data listed below:

• Departments
• Budgets
• Memorised transactions
• Invoice template and other templates
• Sales orders
• Payroll records
• Projects
  Note: These convert as sub-customers, but QuickBooks Online doesn't support project accounting at this time.
• Negative stock
• Attachments

In addition, these software programs have additional conversion limitations:

Sage 50 Accounting

• Only a maximum of 3 financial years of data gets converted.
• Some accounts (entitled as "Dummy Accounts") are created to offset entries in Sage because QuickBooks Online uses double-entry accounting.

  QuickBooks Desktop

  Import Limitations- QuickBooks Desktop to QuickBooks Online