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Want an expert to help you set up your QuickBooks Online? Find out how: Click here

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JessT
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Hi Alan!

 

Thank you for considering QuickBooks Online for your business. I'll share information about importing data while waiting for Fiat Lux - ASIA's response.

 

As of the moment, we're unable to directly import data from Surf Accounting. What you can do is import your list of accounts, customers' and suppliers' names, and products and services. It's free. However, please note that QuickBooks has a preset list of account names, so you only want to import the ones that are not in the software. You can find more information in this article: Import data from other software into QuickBooks Online.

 

To find your list of accounts:

 

  1. Click the Gear icon in the upper right corner.
  2. Choose Chart of accounts.
  3. Click See your Chart of Accounts.

 

As for your transactions, you can connect your bank account so they are downloaded into QuickBooks. Or, you can upload them using a supported web connect file, which you can download from your bank's website. Learn more about uploading transactions.

 

Let me know if you have any other questions about bringing your data to QuickBooks.