Learn what data you can bring over to QuickBooks Online, and how to import your data to get started quickly.
You can move your existing lists (suppliers, customers, stock, and chart of accounts), as well as your opening balance from another software into QuickBooks.
Move your lists to QuickBooks Online
You can move your existing lists from another QuickBooks Online company. This saves you from having to set up your suppliers, customers, stock, and chart of accounts lists one by one:
Import your Customers and Suppliers
You can import an existing list of customers and suppliers into QuickBooks Online. This saves you from manually creating your customer and supplier records one by one:
How to enter Outstanding Balances
In QuickBooks, your accounts need to match the real-life bank and credit card accounts you're tracking. When you create a new account in QuickBooks, you pick a day to start tracking transactions. To do this, you enter the balance of your real-life bank account for whatever day you choose. This is the account's opening balance.
You can also add an Opening Balance Customer and Supplier records so that you start off right with the correct opening balances for amounts owed:
For more information on bringing data into QuickBooks Online, see our FAQ article.