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June 1, 2023
Question

Hi there,i am very new in QBO and want to seek assistance from a expert consultant who can get me off the ground as I am behind by 2 months with backlog of entries.

  • June 1, 2023
  • 1 reply
  • 0 views
My setup is new but I have data which I need to bring over from the past system which I have formatted and made ready

1 reply

Fiat Lux - ASIA
June 1, 2023

Which program did you use before? You can purchase a 3rd party service to convert your data or use a migration tool.

https://get.transactionpro.com/qbo

 

June 1, 2023

Hi there, Abie059.

 

I have some information that will assist you in completing your tasks in QuickBooks Online. 

 

The process for importing data to QuickBooks Online differs depending on the file and where it came from. Here are the lists of information you can import to QuickBooks Online:

 

  • Bank Transactions
  • Customers
  • Suppliers
  • Chart of Accounts
  • Products and Services
  • Invoices
  • Bills
  • Journal Entries

 

For more info and common questions about importing data to QuickBooks Online, here's a link you can use: Common questions about importing data to QuickBooks Online

 

If you need to upload bank transactions, you can refer to this article: Manually upload transactions into QuickBooks Online. It provides in detail how to upload transactions for accounts that are and are not linked to online banking.

 

Otherwise, if you want to move your list or import data from other software, you can check out these resources:

 

 

Keep me posted for other concerns or questions about managing your data. I'll be here to help. Keep safe.