It's great to hear that you're considering leveraging both TFBO and QuickBooks to maximize the strengths of each system, Erin. Let me provide some information about importing data in QuickBooks.
You can import several types of data from TFBO into QuickBooks Online (QBO) to facilitate this transition.
Here are the types of data you can import:
- Bank Data
- Customers
- Vendors
- Chart of Accounts
- Products and Services
For the import process, you can use the following file formats:
- CSV File: A common format for tabular data where each field is separated by a comma, semicolon, or another character.
- XLS/XLSX File: The file format for Microsoft Excel (XLS for versions 1997-2003 and XLSX for 2007 and newer).
- Google Sheets: A cloud-based spreadsheet option created in Google Drive.
For further guidance on importing your TFBO data to QBO, I recommend reaching out to TFBO's support team. They will be able to provide you with specific instructions and additional solutions to ensure a smooth transition.
See this article for more details: Common questions about importing data to QuickBooks Online.
In case you need to export your data from QBO, please see this resource for guidance: Export Data out of QuickBooks Online.
If there's anything else you need help with importing your data to QBO, please don't hesitate to let me know. I'll be around more than happy to help you. Keep safe!
