AC_Counting
Level 2

Where can I find the template to upload files to a new company in Quickbooks Premier Plus 2023?

We currently have a company that uses a different accounting/inventory computer system, and we're thinking of moving it into Quickbooks Premier Plus Manufacturing and Wholesale Edition 2023. We will need to upload files into Quickbooks in order to set up the general ledger, the customers, the vendors, part numbers, inventory, costs, prices, discounts, etc.

 

To do that, we need the template to put the information in so we can upload it.

 

Where can I find the template?

Deity Alpha
Level 7

Other questions

From which accounting program do you need to convert to QB Desktop?

AC_Counting
Level 2
Deity Alpha
Level 7

Other questions

SAP Business One?

AC_Counting
Level 2

Other questions

Sorry. It's SAP byDesign.

AC_Counting
Level 2

Other questions

I think my first post didn't make it. It'll be coming from SAP byDesign.

Deity Alpha
Level 7

Other questions

QB Desktop provides the IIF feature for importing data but its capabilities are very limited.


You may have 2 options:

1, Purchase a third party conversion service.


2. Use the importer tool. It's a one-time $199 license and you can get $100 cash back for purchasing it through a partner. You will find templates for each type of transaction to import on their website.

https://get.transactionpro.com/qbd

 

AC_Counting
Level 2

Other questions

Does that mean that the Quickbooks program doesn't have the templates already loaded for us to look at and use?