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Payments
Good day, BenTam.
Welcome to the QuickBooks Community. I’m here to ensure you’re able to effectively move the data from your old accounting system into QuickBooks.
In the desktop version, you can import transactions instead of starting from scratch. Before performing the process, you need to identify the transaction type and file format to ensure that QuickBooks will be able to handle them.
You can import certain transactions like your bank’s online web connect files. To help give you a better idea on the file types and formats that you can bring into or out of QuickBooks, check out this article: Import/export overview.
Once you’re ready with importing the data, click on the links below for the step by step instructions.
- Import/export MS excel files
- Import/export CSV files
- Use and customize templates
- Export or import IIF files
- Import web connect (.qbo) files
- Send and import General Journal Entries (.QBJ files)
- Export accountant's changes and Import accountant's changes
- Enter batch transactions
That'll do it. I'm confident, the data will be transferred to QuickBooks.
Let me know if you have additional questions about using the program. I'll be glad to answer them for you. Have a good one.