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kristenialaccicr
Level 1

Can anyone please provide detail information on how to import all transactions from Wave to QBO? More specifically, 1) how do you get account balances

Is there a certain order you have to import things into QBO? If you import all transactions does it carry over the month end account balances?
2 Comments 2
LollyNino_C
QuickBooks Team

Can anyone please provide detail information on how to import all transactions from Wave to QBO? More specifically, 1) how do you get account balances

I’m glad to hear that you’ll be using QuickBooks Online (QBO) in running your business, @kristenialaccicr

 

Importing your data is a great way to save time while keeping your books up-to-date. I'll be happy to share how it's done in QuickBooks Online smoothly and efficiently. 

 

The option to directly import data from Wave into QBO is unavailable. What we can do is export the ban data to CSV by getting them from your bank’s website. Then, import your bank transactions from CSV to QuickBooks. 

 

Once it is ready, start importing the file to your QuickBooks Online company. Follow these steps:

  1. Open your QBO account and tap the Banking menu.
  2. Click the Link Account drop-down.
  3. Tap the Upload from file option.
  4. Choose a QBO file from the list, then Open it.
  5. Follow the on-screen instructions to map the fields.
  6. Select the transactions to import.
  7. Click Yes then Let’s go.

To learn more about mapping and uploading bank entries, see the following article:

 

 

Lastly, you may find third-party apps to import your data from Wave if you want to take a shortcut. The apps may charge you for their services.

 

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. Have a great weekend. 

Fiat Lux - ASIA
Level 15

Can anyone please provide detail information on how to import all transactions from Wave to QBO? More specifically, 1) how do you get account balances

@kristenialaccicr 

Prepare your new blank QBO account

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo

 

then you may have 2 ways to migrate data:

1. Prepare your data from Wave in XLS/CSV and utilize an importer tool. Start importing from CoA, List and finally Transactions.

https://transactionpro.grsm.io/qbo

 

2. Purchase a 3rd party conversion service.

Contact us in private for assistance.

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