Data you can and can’t import into QuickBooks

When you move from another accounting system to QuickBooks Online, some data can be imported automatically, while other data can’t.

Learn what will be brought over, what won’t, and how certain transactions are handled.

Data that will be imported

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

How specific transactions are handled

Some transaction types can’t be imported in their original format. These will be brought into QuickBooks Online as journal entries.

Data that won’t be imported

QuickBooks Online can’t import:

• Departments
• Budgets
• Memorised transactions
• Invoice or other custom templates
• Sales orders
• Payroll records
• Projects*
• Negative stock
• Attachments

*Projects will import as sub-customers, but QuickBooks Online UK doesn’t currently support full project accounting.

Additional limits by software

What's next?

You might also be interested in the following help articles:

• Dataswitcher to QuickBooks Online: Complete migration guide
• Set up QuickBooks after your Dataswitcher migration
• Submit your first VAT return after converting to QuickBooks