Skip to main content
March 8, 2020
Solved

How do I switch from my current accounting software to quickbooks?

  • March 8, 2020
  • 3 replies
  • 0 views
Original commenter did not share additional details
Best answer by MarsStephanieL

Thank you for having an interest in QuickBooks, @900670.
To bring your files with us, you’ll have to enroll for a subscription first, and then export all your files from your current accounting program then save it as a back-up.

 

After that, you have 2 options you can in Quickbooks itself import data directly, such as customers, suppliers, invoices, bills, chart of accounts and product and services.

To import specific data manually(it needs to be in a CSV format) you can

1.Go to the Gear icon, select Import Data under the Tools column.
2. Choose and click on the icon to identify the data that you wanted to import.
3. Browse the data, and then click Next.
4. Hit the Import button after.

 

Or

 

You can use  Quickbooks and the Data Switcher tool to migrate the full file.

If you want to move the full file o data you would need instead to link through the Dataswitcher tool and begin the export to Quickbooks for more information on the how to begin this process and any limitations and additional information please see this article: Move your data to QuickBooks Online

Do you have questions in mind? Let me know right away so that I can help. Take care!

3 replies

MarsStephanieL
March 8, 2020

Thank you for having an interest in QuickBooks, @900670.
To bring your files with us, you’ll have to enroll for a subscription first, and then export all your files from your current accounting program then save it as a back-up.

 

After that, you have 2 options you can in Quickbooks itself import data directly, such as customers, suppliers, invoices, bills, chart of accounts and product and services.

To import specific data manually(it needs to be in a CSV format) you can

1.Go to the Gear icon, select Import Data under the Tools column.
2. Choose and click on the icon to identify the data that you wanted to import.
3. Browse the data, and then click Next.
4. Hit the Import button after.

 

Or

 

You can use  Quickbooks and the Data Switcher tool to migrate the full file.

If you want to move the full file o data you would need instead to link through the Dataswitcher tool and begin the export to Quickbooks for more information on the how to begin this process and any limitations and additional information please see this article: Move your data to QuickBooks Online

Do you have questions in mind? Let me know right away so that I can help. Take care!

Fiat Lux - ASIA
March 9, 2020

@900670 

Make sure which product you want to use now. QB SE is a stand-alone product and no migration path to QB Online.

https://quickbooks.grsm.io/UK-SE

https://quickbooks.grsm.io/UK

 

If you choose QB Online, try call and ask Intuit Data Service to migrate your data from old system.

March 18, 2020

i am using quickbooks self employed. tried ringing got told to use this instead and they are not trained to help through the self employed.

March 18, 2020

Hello Qppleby equine, 

 

Welcome to the Community page, 

 

Could you send us a screenshot of the error you are getting when you try and connect your Barclays account so we can have a look into it for you? 

March 18, 2020

hi i am having probelms connecting my new barclays account to my quick books account, it just showing a error anytime i try. thanks nat.