This tool export the data from your existing accounting software and uploads it to QuickBooks Online. This tool should be used only once to pre populate QuickBooks Online with the data from your current accounting software. This data import tool provides the user the option to either import:
Only Lists and Balances OR
Lists and Balances along with transactions
List data consists of Chart Of Accounts, Customers, Vendors, Items, Payment Methods, Sales Terms and Jobs and Transactions consists of Estimates, Invoices, Bills, Bill Payment, Payment, Cash Purchases, Check, Credit Card Charges, Sales Receipts and Sales Terms.
Please note that this tool shall reset all the data for the target QuickBooks Online Company selected in the tool.
People come to QBO Data Import Community for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:
Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.