cancel
Showing results for 
Search instead for 
Did you mean: 
Teresa7824
Level 1

How to move job costs from old system to QB Enterprise contractors 2021

How to allocate job costs from old system to QB Enterprise contractors 2021 for existing jobs? 

4 Comments 4
AlcaeusF
Moderator

How to move job costs from old system to QB Enterprise contractors 2021

Hello @Teresa7824,

 

Thank you for posting here in the Community. I can help you move data into QuickBooks Enterprise.

 

When you say old system, are you referring to an old version of QuickBooks Desktop? If yes, you can only move job costs by upgrading the old company file and bringing over all the data into your Enterprise version.

 

Check out this link for additional guidance on the process: Upgrade your company files after you switch to a new version of QuickBooks Desktop.

 

Also, there are limitations in using the export/import feature of QuickBooks. Please note that you can only export the Job Type List from the old file. The ability to export transactions is unavailable in the Desktop version.

 

Here's a sample screenshot of the information you can export out of QuickBooks:

 

 

Alternatively, you can utilize third-party applications to help you import the job costs into QuickBooks Enterprise. We can't recommend a specific app, but you can check these applications for more information about their service:

 

  • https:// transactionpro.grsm.io/qbd
  • https:// partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

If what you meant by the old system is another application, you'll need to use third-party migration tools. This way, you can move the data into our program.

 

In case you're referring to something else, please let me know. You can provide additional details by adding a comment below.

 

I've attached an article you can visit to know more about the export and import limitations in QuickBooks: Export, import, and edit IIF files.

 

I'm a post away if you have any questions about migrating data. Take care. 

Fiat Lux - ASIA
Level 15

How to move job costs from old system to QB Enterprise contractors 2021

@Teresa7824 

Which old system did you have?

Teresa7824
Level 1

How to move job costs from old system to QB Enterprise contractors 2021

DUH Guess that would help. We are moving from Viewpoint Procontractor. Thanks 

Teresa7824
Level 1

How to move job costs from old system to QB Enterprise contractors 2021

Hi I am just wanting to see the jobs that are continued over from the old system to the new one. Is there a way to utilize the this should be zero account to do this and use items?? Thats how I've set up the estimates to track job budgets. 

Need to get in touch?

Contact us