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webbscollision
Level 1

How do I set up my aged receivables from my previous accounting program to my new account with QuickBooks?

 
3 Comments 3
Anna S
QuickBooks Team

How do I set up my aged receivables from my previous accounting program to my new account with QuickBooks?

Hey there, @webbscollision.

 

Allow me to provide some information about getting your previous data from your accounting program into a new QuickBooks account.

 

Currently, the only way you can import files into Desktop is if they're in CSV form, and even then, the software is limited. Desktop accounts will allow you to import Chart of Accounts and most lists. However, if you need to import all of your files from the other accounting software, I recommend checking out our third-party apps. These apps will allow you to export from the old program to QuickBooks more easily.

 

I'm only a comment away if you have any other questions. Happy Thursday!

webbscollision
Level 1

How do I set up my aged receivables from my previous accounting program to my new account with QuickBooks?

Can I enter it manually and post it in the previous years along with the payments made or will that make my accounts out of balance? 

 

JenoP
Moderator

How do I set up my aged receivables from my previous accounting program to my new account with QuickBooks?

Yes, you can record them as regular invoices and customer payments, webbscollision.

 

Just make sure that the transaction dates are posted so they're posted in the correct periods. Here's how:

 

  1. Go to the Customer Center.
  2. Click New Transactions, then select Invoices.
  3. Enter all the details and make sure that the transaction date and terms are correct.
  4. Click Save and New to proceed to the next invoice.

Then, open each invoice and click the Receive Payment button to record the payment. You also need to make sure that the correct bank is used to make sure that you're able to balance everything out. 

 

You'll also want to run or customized customer and income-related reports from time to time to make sure that your records are accurate. See this article for more details: Customize customer reports.

 

The Community is just around the corner if you have other inquiries or concerns. I'd be glad to offer my help anytime of the day.

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