We've pulled together some templates to help you import your data into QuickBooks Online. Just download the attached files, add your data to the templates, and then import the data into QuickBooks Online.  

  • Customer - We cannot import Secondary Contact/Shipping Information, Credit Card Numbers or Customer Sales History.
  • Inventory¬†- We cannot import Kits, Assembly Items, Serial Numbers, Item Sales History, Barcodes/Aliases, or Warranties.
    Any Accounts for Income, COGS, or Inventory Assets will not be associated in the data conversion, however; the client can add this information manually prior to the import into QBO.
  • Vendor
  • Chart of Accounts