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KCBooks
Level 1

Migration to Quickbooks Online from Zipbooks

Hello everyone.  I have a new client to onboard and they are currently using zipbooks.  I want to migrate them to Quickbooks Online.  I can't find any information on that (only the other way around).  Has anyone ever done it and could provide some guidance/suggestions?

 

Thank you,

 

KC

3 Comments 3
GebelAlainaM
QuickBooks Team

Migration to Quickbooks Online from Zipbooks

Welcome to the Community, @KCBooks. I'll share some details with regard to your concern about migrating to QuickBooks Online.

Let me show you how to import data into QuickBooks Online. The following data is available for import:

  • Bank Data
  • Customers
  • Vendors
  • Chart of Accounts
  • Products and Services
  • Invoices

To ensure that your data is accurately imported, import each spreadsheet in the following order:

  1. Customer
  2. Vendors
  3. Products and services
  4. Invoices

You can also check out this article for the following detailed steps and for the supported file types you'll need to use: Common questions about importing data to QuickBooks Online.

You're unable to find so much information with ZipBooks and QuickBooks since ZipBooks isn't supported by Intuit.

I'd suggest you contact ZipBooks support if there's a way to do direct integration with QuickBooks. to make it easier and safer to convert or transfer data from ZipBooks to QuickBooks Online.

I've also added this article to watch step-by-step videos to learn your way around QuickBooks or gather more detailed tips and tricks: Learn QuickBooks.

Let me know if you need more guidance with importing or navigating your QuickBooks Online account. I'm always here to guide you. Have a good one!
 

Fiat Lux - ASIA
Level 15

Migration to Quickbooks Online from Zipbooks

@KCBooks 

You may have 2 ways to migrate data from Zipbooks to QBO:

1. Prepare your data in XLS/CSV from Zipbooks and utilize an importer tool

https://transactionpro.grsm.io/qbo

 

2. Purchase a 3rd party conversion service.

Contact us in private for assistance.

Dante3
Level 1

Migration to Quickbooks Online from Zipbooks

@Flare Account wrote

Hello everyone.  I have a new client to onboard and they are currently using zipbooks.  I want to migrate them to Quickbooks Online.  I can't find any information on that (only the other way around).  Has anyone ever done it and could provide some guidance/suggestions?

 

Thank you,

 

KC


Note: The Journal report only contains transactions that have been added or matched in QuickBooks. If you have transactions in QuickBooks that are still for review, they will not show up on the Journal report, but can be imported using the Standard transaction import.

 

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