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Hi - All new to Quickbooks, enjoying the community so far.
I'm in the final stages of considering a change from Sage One (Cloud Accounting) to QBO. I want to make a fresh start with QBO so will set it up from scratch. I'm interested in anyone's experience of switching from Sage One and whether it is possible to still have customer-specific information from Sage (invoice detail including items purchased) in QBO without it affecting my new set-up.
We have customers that come back 3 or 4 years later and ask for repeat items, I don't want to lose the ability to find that info. Any thoughts or experiences very welcome
Thanks in advance
Paul
Solved! Go to Solution.
You may have 2 options:
1. Export all of your COA, Lists and Transactions to XLS/CSV and utilize a 3rd party tool to import them.
https://transactionpro.grsm.io/qbo
Make sure you have open a new QBO account prior to proceed by clicked the Buy button to get the discounted price for up to 6 months.
or,
2. Purchase a 3rd party conversion service. Afaik, company doesn't offer the free conversion program any longer to QBO UK since last month.
You may have 2 options:
1. Export all of your COA, Lists and Transactions to XLS/CSV and utilize a 3rd party tool to import them.
https://transactionpro.grsm.io/qbo
Make sure you have open a new QBO account prior to proceed by clicked the Buy button to get the discounted price for up to 6 months.
or,
2. Purchase a 3rd party conversion service. Afaik, company doesn't offer the free conversion program any longer to QBO UK since last month.
I am Ankit Mehta from MMC Convert.
We are data migration company, specialising in converting historical accounting data from Sage One to QBO.
You can reach out to us on [email address removed]
This shall be a chargeable service.
Thanks,
MMC Convert
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