Hi there, @accounting570.
I'll be happy to lend a hand. Currently, we're unable to import general ledger data.
Let me share the data you can only import to QuickBooks Online.
These data are:
- Bank Data
- Customers data
- Vendors data
- Chart of accounts
- Products and services
- Invoices.
However, you can manually enter your General Ledger accounts in QuickBooks Online (QBO). Make sure to turn on the class tracking feature to track your income and expenses by section.
Here are the steps to manually enter it:
- Click the Gear icon and select Chart of Accounts.
- Click on View Register to locate your bank account. If you don't have one yet, you can click on the New tab to add bank your bank account.
- Click the Add dropdown below Date and select Deposit.
- Type in the details and select the Opening Balance Equity account in the Account section.
- You can enter a memo in reference to this transaction.
Since Income and Expense accounts are based on transactions like checks, bills, or invoices, we're unable to enter opening balances on them.
For the Accounts Payable (A/P) and Accounts Receivable (A/R). You can do lump sum invoices and bills since these are from your vendor and customer balances to get the values.
Hence, you only have the ledger data, I recommend referring to your accountant as well.
Moreover, you can look for third-party apps to help you sync your transactions. You can visit our Apps store and explore your options.
If you need further assistance with importing transactions to QBO, don't hesitate to reply to this post. I'll be happy to assist you. Take care and have a wonderful day!
