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February 4, 2020
Question

New client who i have done 1 quarter vat for. he was with xero before. can i import old data without affecting the work ive done on quickbooks now?

  • February 4, 2020
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1 reply

JenoP
February 4, 2020

Let me answer your question about importing data, balanced-accy.

 

A new import using the standard data migration process will overwrite the information that you've already added. 

 

You'll want to import the old data using a CSV (Comma Separated Values) or XLS/XLSX file so it will not affect the existing data. Some of the information that you can import are the list of your customers, suppliers, accounts, and products and services. 

 

Let me share these articles so you can follow the steps and import them in:

 

Let me know if you need more help when reviewing the data after the import process.