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ben-green-mmfwar
Level 1

What are the do's and don'ts when transferring data from our current bookkeeping software to QB online?

Specifically, how much of the invoice data and how much historical data?
2 Comments 2
Fiat Lux - ASIA
Level 15

What are the do's and don'ts when transferring data from our current bookkeeping software to QB online?

Which accounting program or application are you using now?

ShiellaGraceA
QuickBooks Team

What are the do's and don'ts when transferring data from our current bookkeeping software to QB online?

Hi there, @ben-green-mmfwar.

 

Let me share some information about transferring data. If you're moving your data to QuickBooks Online, the first thing to do is check your report (Profit and Loss and Balance Sheet). Review your accounting details, and link your existing payment account.

 

If you're previously using QuickBooks Desktop, check out this guide: What to do after you move from QuickBooks Desktop for Windows or Mac to QuickBooks Online.

 

I've added this link for additional resources in case you need help fixing errors: Learn about converting from QuickBooks Desktop to QuickBooks Online.

 

If you're using other accounting program, I suggest reaching out to them for more information about the limitations.

 

Feel free to swing by if you need help with migrating data files or with QuickBooks. I'll be around for you. Take care and have a good one.

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