If you have so far worked on an accounting platform that is something other than QB then you will find it hard to convert and import files into QuickBooks. Importing data has never been simple especially for beginners. If you want to import accounts into QuickBooks then you can do that under these following scenarios.
If you have your accounts maintained in an existing file within the program and now you want them to be exported to a new file in Quickbooks then:
Following the same steps here, let’s find out how to import customers list, vendors list, and chart of accounts.
In order to import the list of customers to your new Quickbooks Company file, you would have to export them first using the steps below:
Exporting and importing them in your new company will work more or less the same way but with a little twist. Follow the steps and export them in .xls format.
Working with COA is a little complicated, as it involves a bit of more effort on your part. Here are the steps involved to successfully export and then re-import it into QuickBooks.
The above steps covered will help you import accounts into QuickBooks. If you have accounts already prepared and maintained within your excel sheet then you will have the privilege to import them directly into the software. Here is what you need to do for importing accounts in QuickBooks directly from .xls.
Importing accounts into Quickbooks saves you a lot of time and energy as you are not required to rewrite entries manually. It also saves you from getting into any kind of error that people generally fall into while maintaining books manually.
If you are new to Quickbooks and wants to import your data into the software then steps given above is enough for you to successfully import accounts into Quickbooks. But since the program is only a collection of an algorithm that is meant to simplify accounts, can sometimes run into problems. Thus if you face issues while importing data then let us know and we will help you figure out the problem. For any further help, write to us in the comment section below and our Quickbooks proadvisors will offer you with customized help.
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