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Sisu_Farm
Level 1

Can I import a balance sheet from ClientBooks to start my QuickBooks?

 
2 Comments 2
JonpriL
Moderator

Can I import a balance sheet from ClientBooks to start my QuickBooks?

Hello @Sisu_Farm,

 

As of the moment, there isn't an integrated way to import a Balance Sheet report in QuickBooks Online.

 

In the meantime, let's consider exporting a CSV file of your account's list from ClientBooks and use this article to import it into your new online account: Import your chart of accounts to QuickBooks Online.

 

On top of that, I've also included this reference for a compilation of articles you can read while working with us: Help Articles for QuickBooks Online.

 

If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand.

Fiat Lux - ASIA
Level 15

Can I import a balance sheet from ClientBooks to start my QuickBooks?

@Sisu_Farm 

open a new blank QBO account

https:// quickbooks.grsm.io/US

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

 

If you don't need to migrate any historical past transactions data into QBO, you may only migrate ending balances of your old system to QBO. You may import the beginning balances as journal entries.

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