Hi there, DjTrex. Thank you for reaching out. I’d be happy to provide clarification and guidance to assist you with the migration from QuickBooks Online (QBO) to QuickBooks Ledger.
Currently, QuickBooks doesn’t offer a direct feature to transfer data from QBO to QuickBooks Ledger. However, since your client’s books are basic and suitable for QuickBooks Ledger, here’s what you can do:
First, let your client export all his reports and lists from the QBO company file.
Here's how:
- Go to the Gear icon, select Export data.
- Select the list you want to export.
- Once the selection is complete, click Export to Excel and save the files locally.
Once the data has been exported successfully, your client can cancel their QBO subscription if they are ready to transition to QuickBooks Ledger. Then, guide your client to sign up for QuickBooks Ledger and start setting up their account.
After the QuickBooks Ledger account is set up, your client can manually import the exported data, such as the Chart of Accounts, Customer List, and Vendor List.
Here's how:
- Go to the Gear icon and select Import Data.
- Select the file type you want to import (e.g., Customers, Vendors, or Chart of Accounts).
- Follow the on-screen instructions to upload the files and map the data.
Ensure that the exported files are in the correct format before importing them to avoid any errors during the process.
Please let us know if you still have concerns related to QuickBooks. We're always here to help you.
