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Abdul Rehman
Abdul Rehman
December 17, 2019
Question

Best practice to enter current data and backlog data in parallel?

  • December 17, 2019
  • 1 reply
  • 0 views

Hi All,

 

We just subscribed QBO+ and going to transfer manual data into the system. We are planned to start current entries in the system and in parallel enter the backlog data.

 

E.g. July is the start of the fiscal year and we start entering data from Jul-2019 to onward. And in parallel want to enter the backlog data (from Jan-2018 to Jun-2018 and from Jul-2018 to Jun-2019). One team will handle current data entry (i.e. from Jul-2019 to onward) and another team will handle the backlog data (i.e. from Jan-2018 to Jun-2018 and from Jul-2018 to Jun-2019). 

 

Now, may we create 2 companies with same name for current and backlog data entry? And merge both companies once the backlog data entry is finished.

 

Or we should use one company and let the teams to work under their respective periods? And reconcile the ending data of Jun-2019 with the beginning data of Jul-2019

 

Or there is any other best practice for the said requirement.

 

Please reply in detail.

 

Regards,

Abdul Rahman.

1 reply

IamjuViel
IamjuViel
December 17, 2019

Hello there, @Abdul Rehman.

 

Yes, you just need to setup one QuickBooks Online company. From here, you can add authorized users to enter your backlog data simultaneously.

 

To add a user, here' how:

  1. Go to the Gear Icon (⚙).
  2. Click Manage User.
  3. Select the Add User button.
  4. Choose the user type, then click Next. 
  5. Pick the Access rights you want the user to have, then click Next.
  6. Enter the user's contact information.
  7. Click Save. 

You can check this article for the step-by-step instructions: Add, delete, or change user access.

 

To learn more about the different type of users you can add to QuickBooks, you can read through these articles:

Always feel free to click the Reply button if you have other questions. I'm just a few clicks away.

Fiat Lux - ASIA
Fiat Lux - ASIA
December 18, 2019

@Abdul Rehman 

Utilize the importer tool to migrate your backlog data. You don't need to open a second QBO account.

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Just my 2 cents.

Abdul Rehman
Abdul RehmanAuthor
December 18, 2019

Hi Fiat Lux,

 

Actually our backlog data is manual not on any other system. Please share any other suggestion, as import tools will not suite here.

 

Regards,

Abdul Rahman.

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