How to import P/L data?

hogall · ‎May 30, 2023

I'm moving from Sage 300 lite to QB online. Is there an easy way to import the P/L data? I've manually update the Balance sheet data. Or do have to manually input the data via Journal Entries?

Thanks in advance

Candice C · ‎May 30, 2023

Hey there, @hogall.

Welcome to the Community! Allow me to provide you with some details on what can/cannot be imported into QuickBooks Online.

You can import the following information to QBO:

Bank Data
Customers
Vendors
Chart of Accounts
Products and Services
Invoices

For more details, check out this guide:

Common questions about importing data to QBO

I hope this helps answer your question. Feel free to come back if you have any other concerns. Take care!

Fiat Lux - ASIA · ‎May 30, 2023

@hogall

You can purchase a 3rd party conversion service. Another option, prepare your trial balance report in xls/csv format from Sage and use a 3rd party tool to import it as JE into your QBO.

https://get.transactionpro.com/qbo

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