QuickBooks

Move your data into QuickBooks

From the moment you sign up to QuickBooks, you’ll have access to tools and services to help you migrate your data and get up and running. We make it easy, whether you’re moving from another provider or are switching from spreadsheets.

What data do you want to import into QuickBooks?

1Including detailed debtors and creditors. Use QuickBooks Free Data Import Tools. Find out why we recommended this.

2We’ll put you in touch with a specialist migration service - prices vary.

Is your historial data:

We recommend migrating opening balances instead of historical data. It’s free, fast and it means you won’t risk importing any errors. You can start using QuickBooks with new, ‘clean’ data, confident that everything’s in order.

Where are you migrating data from?

Migrating your opening balance

For the best data migration experience, we recommend that our customers bring over their opening balances. This should be done at the end of a period (i.e. year, quarter or month end) when books are tidy and reconciled. Before you get started, make sure you have access to:

  • bank statements (reconciled)
  • credit card statements (reconciled)
  • Debtors & Creditors accounts (reconciled)
  • VAT returns filed to date
  • details of any other Balance Sheet items

You can now use QuickBooks Online free data import tools to migrate your data.

Not sure what to do? Follow our step-by-step guide.

Migrating from Sage

QuickBooks works with DataSwitcher to import your existing data. Their software allows you to move the Chart of Accounts, Customer data, Supplier data and individual transactions for the current and previous accounting years. All of the nominal/general ledger, customer and supplier balances will be the same as in the source data. For more about migrating with DataSwitcher, see our comprehensive guide.

Ready to get started? Complete the pre-conversion checklist and then request data conversion by completing the form below.

If you are an existing customer, please provide the email address associated with your account.

*By clicking ‘Agree and Proceed’ you will be redirected to a page for the external party, Dataswitcher www.dataswitcher.com.

Migrating from Xero

QuickBooks works with DataSwitcher to import your existing data. Their software allows you to move the Chart of Accounts, Customer data, Supplier data and individual transactions for the current and previous accounting years. All of the nominal/general ledger, customer and supplier balances will be the same as in the source data. For more about migrating with DataSwitcher, see our comprehensive guide.

Ready to get started? Complete the pre-conversion checklist and then request data conversion by completing the form below.

If you are an existing customer, please provide the email address associated with your account.

*By clicking ‘Agree and Proceed’ you will be redirected to a page for the external party, Dataswitcher www.dataswitcher.com.

Migrating from QuickBooks Desktop

If you are ready to move to QuickBooks Online now, for a limited time only, each new subscriber moving from QuickBooks Desktop to QuickBooks Online will be eligible for free data conversion services (“Services”) provided by LEDGERSCOPE SERVICES LTD T/A MOVEMYBOOKS (“Movemybooks”), 128 CITY ROAD, LONDON, EC1V 2NX, UNITED KINGDOM for or one financial year of historical data, plus all data for the current financial year. This limited time offer is available for conversions from QuickBooks Desktop 2009 or later.

You agree that Movemybooks is a third party provider who has no connection with Intuit and is not endorsed by Intuit. It is your decision to choose the migration service provider that best fits your needs and it is your responsibility to ensure the service meets your requirements. Conversion will be subject to Movemybooks terms of service that you will be required to accept in order to obtain the services. Please refer to Movemybooks terms and conditions for details.

Intuit does not warrant or guarantee the quality of the Service or other work provided or performed by Movemybooks and you agree that Intuit will not be liable for any damages, claims or liabilities arising from the services provided by Movemybooks.

Movemybooks will charge £75 per additional year converted, the cost of which can be established using the Movemybooks pricing Wizard . If you have requested a chargeable service, upon upload of your file you will be requested to pay Movemybooks directly, in order to ensure the conversion is promptly processed. Terms, conditions, pricing, features, service and support are subject to change without notice.

Move your QuickBooks Desktop Data to QuickBooks Online now by visiting Movembooks.

Migrating from Excel

For the best data migration experience, we recommend that our customers bring over their opening balances. This should be done at the end of a period (i.e. year, quarter or month end) when books are tidy and reconciled. Before you get started, make sure you have access to:

  • bank statements (reconciled)
  • credit card statements (reconciled)
  • Debtors & Creditors accounts (reconciled)
  • VAT returns filed to date
  • details of any other Balance Sheet items

You can now use QuickBooks Online free data import tools to migrate your data.

Not sure what to do? Follow our step-by-step guide.

Migrating from another provider

For the best data migration experience, we recommend that our customers bring over their opening balances. This should be done at the end of a period (i.e. year, quarter or month end) when books are tidy and reconciled. Before you get started, make sure you have access to:

  • bank statements (reconciled)
  • credit card statements (reconciled)
  • Debtors & Creditors accounts (reconciled)
  • VAT returns filed to date
  • details of any other Balance Sheet items

You can now use QuickBooks Online free data import tools to migrate your data.

Not sure what to do? Follow our step-by-step guide.

How can we help?

Talk to sales: 0808 168 9533

9.00am - 5.30pm Monday - Thursday

9.00am - 4.30pm Friday

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