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March 16, 2021
Question

Hi, Please can someone help me? I am new to quickbooks. My data was imported from Sage to QB but the balance sheets in QB do not include balance brought forward?

  • March 16, 2021
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1 reply

JasroV
March 16, 2021

Thanks for using QuickBooks Online (QBO) and welcome to the Community family, Candice.

 

I’d be glad to guide you in importing your data to QBO. To effectively import your data, you’ll want to ensure the format of your spreadsheet is correct and the details that are entered is accurate. 

 

You can import your chart of accounts using a spreadsheet in Excel or a CSV file. Make sure you have the column Account Name, Type, and Detail Type in your spreadsheet to avoid any errors. For more details about this process, you can also refer to this link: Import your chart of accounts to QuickBooks Online.

 

Let me also add these resources that you can read for additional guidance in importing data into your account:

 

 

Additionally, to be guided in learning your ways around QBO, you can always visit these links for guidance:

 

 

In case you need further assistance importing your data or navigating your ways around QuickBooks, tag me in your reply. I’m more than happy to work with you again. Have a good one and keep safe!