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Join nowHow can i upload ALL general ledger balances to QBP on-line? Basically, i want to migrate the trail balance from another system to QBP on-line.
Welcome back to the Community, anfas74.
In QuickBooks Online, you can enter beginning balances when setting up accounts.
Here's how:
1. Go to the Gear (⚙) icon, then Chart of Accounts.
2. Choose New.
3. Input the appropriate information in your Account Type, Detail Type, Name, and Description fields.
4. Pick when you'd like to begin tracking your money by using the available ▼ drop-down menu.
5. In the area titled What was your account's balance on 02/23/2020?, enter its balance.6. Select Save and Close.
Currently, there isn't a process for importing balance data. If your account names and types were imported using our Import Data feature, no opening balances were recorded. You can enter them afterwards so your books show everything correctly.
Here's a couple resources about working with initial amounts that may come in handy:
Please feel welcome to post a reply if there's any other questions. I'll be here to help. Have a fantastic day!
The best way to import a Trial Balance into QBO is with the import type Journal Entry.
NOTE: Any line in the import file that posts to an AR or an AP Account must reference a name (Customer or Vendor), and that name must already exist in the QBO company file.
https:// transactionpro.grsm.io/qbo
Oh yes can you please call me regarding the migration on my account and payroll setup my number is XXX-XXX-XXXX thank you
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