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andr1s
October 3, 2019
Question

Migrate from different accountancy software

  • October 3, 2019
  • 1 reply
  • 0 views

Hi All,

 

I am new to QuickBooks, but I would like to try to migrate from my current accountancy software to QuickBooks. I have already filled my previous VAT returns with the old software called " Pandle" I found the software very slow to work with because of the big amount of transactions. So my question is how do I switch to Quickbooks, do I need to bring any of my old transactions into the QuickBooks. Ideally, I would like to make a fresh start because some records do not match on my old software, hopefully that isn't a big problem, as I wouldn't want to screw up again with another software

1 reply

M
Mark_R
October 3, 2019

Thank you for your interest in our product, @andr1s.

 

Yes, it's necessary to bring your old transactions to QuickBooks for audit purposes. I'd like to provide a few details about this and help you from there.

 

I understand that you would like to start fresh with QuickBooks so your data won't screw up. However, your Tax/GST/VAT agency will make an audit for all of your transactions.

 

If you would like to transfer your transactions, I suggest importing them in QuickBooks. For your reference, you can check out this article for more information: Common Questions about Importing Data to QuickBooks Online.

 

Also, with regards to the records that don't match to your old software, I recommend seeking help from your accountant. He/she could guide you on how to properly record those transactions in QuickBooks.

 

You might also want to read these articles to get started with QuickBooks: 

 

Feel free to leave a reply below if you have further questions with QuickBooks. The Community team and I are always here to help.

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