Move from QuickBooks Online

Bring your accounts, contacts and opening numbers across in order. Moving uses separate CSV files. It does not copy your old workspace or its complete transaction history.

0 of 5 done

1
Plan your move
Choose a transition date and check what can move before you prepare your files.
- Plan your move and choose a start date
- Check what can and cannot move
2
Export from QuickBooks Online
Keep exports and reports for the transition date, then prepare separate CSV files from working copies.
- Prepare exports from QuickBooks Online
- Prepare and review an import file
3
Import the chart of accounts
Check codes already present in QixCount. Uploading saves a review; nothing is added until you commit.
- Import a chart of accounts
4
Import customers and vendors
Import both lists before bringing in open documents.
- Import customers
- Import vendors
5
Check your numbers
Compare the trial balance with the old system before entering later activity. Nonprofit does this after support has planned and entered the opening ledger.
- Check your opening numbers against the old books

Before you start

Agree on a transition date with the person responsible for your books.
Prepare balances and unpaid documents for that same date.

Who can do this

Owners can import. Other members need the permissions for each import, listed in each guide. A free viewer cannot import.

Follow this order

The Import data screen lists customers and vendors before accounts. Import accounts first anyway.

Using Nonprofit?

Nonprofit can import customers, vendors and accounts only. Contact support to plan the opening ledger.

When you're done

Compare your opening numbers with the old books before entering later activity.