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Level 1

Shifting from another accounting software to quickbooks online-Can i import balances?

Hello,

 

We are trying to shift from an old accounting system to quickbooks online. And was wondering if we can add the balances as of 31.12.2018 to our accounts to quickbooks online before starting.

 

so far the only import option is for the chart of account (without balances or numbers) suppliers and clients.

 

Has anyone had this kind of experience?

 

regards,

Nora

1 Comment
Moderator

Shifting from another accounting software to quickbooks online-Can i import balances?

I can show you a way to enter the balances, Nora.

At this time, only the Customers, Vendors, Products/Services, and Chart of Accounts list can be imported into QBO. You can manually enter the account balances after importing the lists.

To add the balances, you can create:

I'll be around if you have any follow-up questions on this.

 

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