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Import from QuickBooks Desktop and other software to QuickBooks Online

SOLVEDby QuickBooksQuickBooks Online16Updated July 16, 2021

Learn the answers to frequently asked questions about QuickBooks Online migration.

Interested in switching to QuickBooks Online? We’ve compiled the most common questions on how to convert to QuickBooks Online. Know the basics to get started.

Easily convert your file to QuickBooks Online, here's how:

  1. Sign up for any QuickBooks Online product that suits your business.
  2. Set up your account by following the welcome interview process.
    Note: You can only Import QuickBooks data within 60 days of your QuickBooks Online start date.
  3. If you're using QuickBooks Desktop, migrate your file to QuickBooks Online. If you're unable to migrate your file, use Intuit's migration form and submit a copy of your file (this form is only available in English). If you're using another software, Odyssey can help migrate your file.
  4. Once your file is ready, we'll send you an email notification.
  5. Review your data using the post-conversion checklist for getting started with QuickBooks Online. If everything looks good, you can start using your new QuickBooks Online company file.

Intuit Data Services can convert the South African versions of the following software:

  • Intuit QuickBooks Desktop Pro, Premier, and Enterprise for US version (2012 -2017) without sales tax module.
  • Intuit QuickBooks Desktop for UK and CA version (2012 - 2017)
  • Reckon QuickBooks 2011 and later
  • Reckon Accounts Hosted
  • Reckon Accounts for Business 2017 or earlier (.qbb or .qbw file)
  • Sage Pastel Accounting V18 (Beta)
  • Sage 50 Accounts UK or Canadian version (2010 - 2016)
  • MYOB AccountEdge V14 and earlier (.myo file)
  • MYOB AccountRight Enterprise, Premier V19 and earlier (.myo file)
  • Xero (excluding Xero US version)
  • CSV files (Beta)

Important: For software not listed above, use these instructions to create a CSV file to send for conversion.

We aim to complete your conversion within three to five working days of receiving your data file, although it’s often much faster than that.

  • We use industry standard SSL encryption on all data uploaded in the online form.
  • Post conversion, we move your data to secure offline storage where it's encrypted.

Here's a list of data types you can convert.

  • Customer details
  • Supplier details
  • Chart of accounts
  • Account balances
  • Customer balances
  • Supplier balances
  • Items list
  • Historical transactions

These are the transaction types that convert as journal entries:

Sage 50

  • Deposits
  • Funds transfers
  • Payroll payments
  • Stock Adjustments
  • Refunds

Xero

  • Receive money
  • Each contact converts as both customer and supplier

Currently, Intuit Data Services only converts core accounting information and not the following types of data:

  • Departments
  • Stock Details
  • Budgets
  • Memorised transactions
  • Invoice template and other templates
  • Sales orders
  • Purchase orders
  • Payroll records
  • Projects
  • Negative stock
  • Attachments

In addition to the above, there are additional conversion limitations for the following software programs: Sage 50 Accounting, and QuickBooks Desktop.

Sage 50 Accounting

  • Only a maximum of 2 financial years’ data gets converted.
  • All the transactions migrate in the journal entry form.
  • Product and Service List & stock details do not import.
  • You will find Customer & Supplier as customer and supplier in your QuickBooks.
  • If the Customer Ageing and Supplier Ageing has amounts that don't match with the Accounts Receivable and Accounts Payable balance in Sage then you'll see some amount against Customer & Supplier in QuickBooks.
  • Once the data migration is complete, check the following YouTube video to consolidate your Sales Tax numbers migrated from Sage to QuickBooks.

QuickBooks Desktop

The data import process transfers all compatible data that exists in the file you provided to QuickBooks Online.

Note: Keep a back up of relevant data to have a history of transactions prior to the conversion date.

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