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Intuit

Import data from other software into QuickBooks Online

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, inventory, 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, inventory, and chart of accounts lists one by one:

How to import list data into QuickBooks Online

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 import customers and suppliers

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.

When you create a new account in QuickBooks, you pick a day to start tracking transactions. You enter the balance of your real-life bank account for whatever day you choose. This starting point is the opening balance. We recommend setting the opening balance at the beginning of a bank statement. This makes your first reconciliation much easier.

 

How to enter opening balances for accounts

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:

How to enter opening balances for customers and suppliers

For more information on bringing data into QuickBooks Online, see our FAQ article.

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