What data will be converted?
We will transfer the following data to QuickBooks Online:
Chart of accounts
I’ve already signed up for QuickBooks Online. Can I move my data to that account?
Yes. If you have an existing QuickBooks Online file you would like us to move your data in to, please invite us to that file.
QuickBooks specific transaction handling
There are certain transaction types that QuickBooks Online does not allow us to convert. We have to use transaction type Journal Entry for the following items:
Each contact is converted as both customer and supplier
Intuit QuickBooks US version (2012 – 2015) without
sales tax module
Intuit QuickBooks UK or Canadian version (2012 – 2016)
Reckon QuickBooks 2011 or later
Reckon Accounts for Business 2015 or earlier (.qbb or .qbw file type)
Reckon Accounts Hosted
MYOB AccountEdge V14 and earlier (.myo file type)
MYOB AccountRight Enterprise, Premier V19 and earlier (.myo file type)
Xero (excluding Xero US version)
CSV files (Beta)
Confirming company settings. Although we are able to move your accounting figures into QuickBooks, we don’t carry over information like company name, address and email details. You will need to update these fields.
Reconciling bank transactions. We are unable to mark bank transactions as reconciled during our conversion process. Once your conversion is complete, you will need to mark the bank transactions as reconciled, leaving only the unpresented items as unreconciled and agreeing with the statement balance.
Sales and services tax/GST/VAT Returns for earlier periods may need to be “filed” in QuickBooks, to make sure that old transactions do not appear in the next Tax Return report. You should check the first Tax Return you produce in QuickBooks carefully, to ensure that the numbers are as you would expect.
Don’t worry about these tasks, we will guide you through these steps when you get there!
Accuracy of Data Supplied – Enable Business does not check your data files(s) supplied for accuracy or errors, as such it is vital that due diligence is done by the customer to ensure the data file(s) or csv file(s) are accurate and are free from errors. We will only verify the data given to us is fully migrated and the values match the files given to us.