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

by Intuit1 Updated 1 year ago

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

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