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Allison_M
Level 1

Importing AccountantsWorld data into QBO

I'm working with a new client, and the accounting firm they were previously using moved their books to the AccountantsWorld platform. Does anyone have experience or information about what the process of moving the company's files onto QBO might entail? I haven't used AccountantsWorld and don't know what sort of data exports it allows, and neither general googling nor the AccountantsWorld website is yielding results. 

2 Comments 2
MadelynC
Moderator

Importing AccountantsWorld data into QBO

Hi Allison_M,


I know a way that helps you import your client’s data to QuickBooks Online (QBO). 


You can either import them manually to QBO since your client is using other platforms. I’ll show you how:

 

  1. From the Gear icon, choose Import data.
  2. Select what type of data you want to import.
  3. Browse and select a file to upload.
  4. Follow the rest of the onscreen instructions.


You can also find a third party importer within your QBO account or from our App store. Just go to the Apps menu in the left pane, then search for the tool.

 

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To learn more about managing your QuickBooks account, you can always visit this link. It contains articles that tackled data management.


Please let me know if you have other concerns. I'll be happy to help you out. Always take care. 

Fiat Lux - ASIA
Level 15

Importing AccountantsWorld data into QBO

@Allison_M 

I visitid their website, found nothing usefull for your case and it is outdated. As long as you can export the data out to CSV or XLS, you may import them into your QBO account by TP Importer for Online.

https:// transactionpro.grsm.io/qbo

 

Hope it helps.

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