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funjugmedia
Level 2

Moving from 1800Accountent to QBO

I'm in the process of moving from 1800Accountant to Quickbooks Online. Does anyone have any experience with moving the Chart of Accounts over? Doing it one item at a time is driving me insane.

Solved
Best answer October 08, 2023

Best Answers
AileneA
Moderator

Moving from 1800Accountent to QBO

Hello, funjugmedia. I am pleased to offer my assistance in importing your Chart of Account from 1800 Accountant to QuickBooks Online. It would be my pleasure to guide you through the process.


When it comes to moving your chart of accounts to QuickBooks Online can be done in a group. We can use the import data feature that allows you to transfer your data at once. To get started, you can reach out to 1800 Accountant and request to export your financial data, which includes your chart of accounts, customer and supplier details, opening account balances, and any other relevant data. Once you have all this information, you can proceed with the import process in QuickBooks Online.

 

Although migrating your data can seem overwhelming, QuickBooks provides helpful tools and resources to make it easier. One important thing to keep in mind is the supported format for your data. It's recommended that you use a spreadsheet in Excel, Google Sheets, or a CSV file when importing your chart of accounts. This will ensure your data is appropriately formatted and easily integrated into QuickBooks Online.

 

Overall, the process of moving your chart of accounts to QuickBooks Online is easy with the right tools and resources; it can be done smoothly and efficiently. Just be sure to follow the recommended guidelines and format your data correctly before importing it into QuickBooks Online.

 

Here's how:

 

  1. Sign in to QuickBooks Online.
  2. Click the Gear icon. Then select Import Data.
  3. Choose Chart of Accounts.
  4. To upload a file from your computer, tap Browse and choose the file. Then hit Open.
  5. Or, to upload from Google Sheets, press Connect to sign into your Google account. Pick the correct file, and then Select.
  6. Hit Next.

 

 

 

Once you've completed the data import process, thoroughly reviewing your information in QuickBooks Online is important. This step is necessary to ensure that all data has been accurately transferred and that no errors have occurred during the migration. It's also advisable to reconcile your accounts to ensure the balances match up. This will give you peace of mind that your financial records are accurate and up-to-date. After successfully migrating and setting up everything in QuickBooks Online, you can start using the platform to manage your accounting and financial tasks easily and efficiently. 

 

Also, I just wanted to give you a heads-up about some limitations you may encounter when migrating your data to QuickBooks Online. While the process can be relatively smooth, it's important to keep in mind that not all data may transfer over seamlessly.

 

One thing to note is that certain custom fields or data types may not be supported, which means that you may need to recreate them within QuickBooks Online. Additionally, it's possible that some formatting or data structures may not carry over exactly as they were in your previous system. This can require some manual adjustments to ensure accuracy and consistency in your data. For more details about it, please check out this article: Import your chart of accounts to QuickBooks Online

 

Let me share some resources to manage and navigate your QuickBooks account. Here are a few options that you might find helpful:

 

  • Video Tutorials for QuickBooks Online - You can watch videos that can help you perform the most vital features of the program.
  • Small Business Webinars and Trainings - QuickBooks offers a variety of training resources, including online courses and live webinars. These can be a great way to learn more about using QuickBooks and managing your finances. 
  • QuickBooks Community - This is a great place to connect with other QuickBooks users and get answers to your questions. You can search the community for topics related to your specific needs.

 

If you have any further questions or concerns regarding importing your data to QBO, please feel free to let me know. I'm here to assist you in any way that I can. Have a great day!

View solution in original post

12 Comments 12
Fiat Lux - ASIA
Level 15

Moving from 1800Accountent to QBO

You can buy a 3rd party conversion service. Another option, export your data out and prepare it in xls or csv file format. Then you can use an importer tool to proceed.

https://get.transactionpro.com/qbo

 

AileneA
Moderator

Moving from 1800Accountent to QBO

Hello, funjugmedia. I am pleased to offer my assistance in importing your Chart of Account from 1800 Accountant to QuickBooks Online. It would be my pleasure to guide you through the process.


When it comes to moving your chart of accounts to QuickBooks Online can be done in a group. We can use the import data feature that allows you to transfer your data at once. To get started, you can reach out to 1800 Accountant and request to export your financial data, which includes your chart of accounts, customer and supplier details, opening account balances, and any other relevant data. Once you have all this information, you can proceed with the import process in QuickBooks Online.

 

Although migrating your data can seem overwhelming, QuickBooks provides helpful tools and resources to make it easier. One important thing to keep in mind is the supported format for your data. It's recommended that you use a spreadsheet in Excel, Google Sheets, or a CSV file when importing your chart of accounts. This will ensure your data is appropriately formatted and easily integrated into QuickBooks Online.

 

Overall, the process of moving your chart of accounts to QuickBooks Online is easy with the right tools and resources; it can be done smoothly and efficiently. Just be sure to follow the recommended guidelines and format your data correctly before importing it into QuickBooks Online.

 

Here's how:

 

  1. Sign in to QuickBooks Online.
  2. Click the Gear icon. Then select Import Data.
  3. Choose Chart of Accounts.
  4. To upload a file from your computer, tap Browse and choose the file. Then hit Open.
  5. Or, to upload from Google Sheets, press Connect to sign into your Google account. Pick the correct file, and then Select.
  6. Hit Next.

 

 

 

Once you've completed the data import process, thoroughly reviewing your information in QuickBooks Online is important. This step is necessary to ensure that all data has been accurately transferred and that no errors have occurred during the migration. It's also advisable to reconcile your accounts to ensure the balances match up. This will give you peace of mind that your financial records are accurate and up-to-date. After successfully migrating and setting up everything in QuickBooks Online, you can start using the platform to manage your accounting and financial tasks easily and efficiently. 

 

Also, I just wanted to give you a heads-up about some limitations you may encounter when migrating your data to QuickBooks Online. While the process can be relatively smooth, it's important to keep in mind that not all data may transfer over seamlessly.

 

One thing to note is that certain custom fields or data types may not be supported, which means that you may need to recreate them within QuickBooks Online. Additionally, it's possible that some formatting or data structures may not carry over exactly as they were in your previous system. This can require some manual adjustments to ensure accuracy and consistency in your data. For more details about it, please check out this article: Import your chart of accounts to QuickBooks Online

 

Let me share some resources to manage and navigate your QuickBooks account. Here are a few options that you might find helpful:

 

  • Video Tutorials for QuickBooks Online - You can watch videos that can help you perform the most vital features of the program.
  • Small Business Webinars and Trainings - QuickBooks offers a variety of training resources, including online courses and live webinars. These can be a great way to learn more about using QuickBooks and managing your finances. 
  • QuickBooks Community - This is a great place to connect with other QuickBooks users and get answers to your questions. You can search the community for topics related to your specific needs.

 

If you have any further questions or concerns regarding importing your data to QBO, please feel free to let me know. I'm here to assist you in any way that I can. Have a great day!

funjugmedia
Level 2

Moving from 1800Accountent to QBO

Thank you. Will reach out to them now. We aren't having the most amicable of breakups, so hopefully they will help.

Adrian_A
Moderator

Moving from 1800Accountent to QBO

Hello funjugmedia,

 

I appreciate you for posting in the thread. It isn't the kind of experience we want you to come across.

 

Feel free to get back to this thread whenever you need help.

funjugmedia
Level 2

Moving from 1800Accountent to QBO

You mentioned 3rd party conversion services. I've looked everywhere and can't find any. Do you have any names? I'm running out of time to get this done sadly.

Fiat Lux - ASIA
Level 15

Moving from 1800Accountent to QBO

@funjugmedia 

Contact me in private for details. 

funjugmedia
Level 2

Moving from 1800Accountent to QBO

sent you an email.

emejia28
Level 1

Moving from 1800Accountent to QBO

I am having the same issue. Is there a reccomendation for the 3rd party?

emejia28
Level 1

Moving from 1800Accountent to QBO

Hi. I am having the same issue. Is there a 3rd party you can point me towards?

4Gal
Level 11

Moving from 1800Accountent to QBO

@emejia28 

You can contact @Fiat Lux - ASIA to convert your data. They will need to access your account to review it as the first step.

emejia28
Level 1

Moving from 1800Accountent to QBO

Thanks

funjugmedia
Level 2

Moving from 1800Accountent to QBO

That's who I ended up using. Took them in a bit, and it didn't include any notes you may have on your ledger. (i.e. I had written the invoice number in the notes section of each transaction, that I lost.) Overall they get the job done, though.

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