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I am going from ACS Financial Suite for churches to QuickBooks desktop enterprise for non-profits. I have 20 years of historical data. How do I get it into Quickbooks desktop, or at least enough of it to show monthly reports for payroll and bank transactions going back 5 years? I need to be able to at least do overall income and spending for our committees over the years and basic income numbers from year to year. I understand that I can migrate my vendor, customer, and employee lists and chart of accounts. But how do I import the actual transactions that go with that Chart of Accounts? I'm going straight from one chart of accounts to the same chart of accounts in Quickbooks. I can export from ACS in Excel and clean up those files for a straight one-to-one transfer. I'll wait and rename things or change account types after I get it all into QB. Instead of starting the books today. Or two months ago, I want to start the books as of 5 years ago and fill in all those transactions to the present and then continue on. How do I do that?
While transitions like these can appear intricate, Kfwriter, they can be smoothly navigated with proper guidance.
The optimal way to utilize QuickBooks Desktop is to maintain a minimum of two years' worth of detailed records. This practice facilitates efficient report comparisons and provides access to prior-year project information.
It's important to note that the program has certain constraints when it comes to importing data from Excel files. Currently, it can only accommodate customers, vendors, items, employees, and the chart of accounts.
The primary method for moving transactions is through Intuit Interchange Format files. However, there are restrictions on the maximum number and types of entries that can be uploaded. Additionally, the software doesn't automatically link transactions after the transfer. For example, payments must be manually applied to invoices. For detailed instructions and to know more about how the feature works, feel free to read these articles:
We have a couple of options to proceed with the migration. First, consider converting your cleaned-up Excel worksheet into the IIF format using external converters. Please be aware that Intuit does not provide technical support for generating this file. I recommend researching online and selecting a reputable tool that suits your needs.
Another approach is to explore third-party applications designed to streamline the process of importing your transactions seamlessly, all at once. They're tailored to simplify data transfers, potentially saving you time and effort, especially when dealing with extensive historical records.
Since you're new to the platform, I also encourage checking out our Getting Started Guide to learn the product basics and workflows.
Should you encounter any difficulties and uncertainties while setting up your company or working with other areas, please don't hesitate to reach out to me again. Your seamless experience is my top priority.
You can use an importer tool to proceed (one time license).
https://get.transactionpro.com/qbd
Another option, buy a 3rd party service to convert data to QB Online account. Then you can convert it to a QB Desktop file.
Hi @Kfwriter
You could use a third party data import utility called Zed Axis that you can find Apps for QuickBooks Desktop marketplace, the benefits of Zed Axis is the ability to use Search and Replace functions to translate or rename accounts if you need to, ability to filter just the records you want to import and an undo feature so you can undo an import if the data was not imported the way you wanted it to.
Hope that gives you another option.
Zed
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