I can help transfer your data, jacklyn.
While QuickBooks Online (QBO) offers many features for managing finances, there are only certain types of data or historical records from previous accounting systems that you can bring over. Here are the following:
- Bank Data
- Customers
- Vendors
- Chart of Accounts
- Products and Services
- Invoices
Also, information from other accounting software might require conversion or formatting for import. For more information, check this link: Common questions about importing data.
To import data:
- Go to the Gear icon.
- Under Tools, click Import data.
- Choose what transactions you want to bring in.
- Once you have selected a data type, tap Download a sample file. It'll help you in formatting your data correctly.
Additionally, you may want to explore a third-party application to help you move data from fareharbor to QBO. You can find one by visiting this website: https://quickbooks.intuit.com/app/apps/home/.
Furthermore, you can run your reports to have a quick view of the transactions that you've created.
Let me know if you have other questions about moving data to QuickBooks. I'm always here to help. Take care.
