![]() If you need additional help, you can contact QuickBooks Help . Learn how to import your QuickBooks data. ![]() You must import your reports in the order below for a successful migration. You won’t be able to reconcile because there isn’t any historical data in the migrated file. Vendor List (Name, Company Name, Contact (2), Main Address (1), Phone (2), Fax (1), Email (1))Ĭlasses (a category on your lists) won’t convert from other accounting programs.Item List (Type, Name, Description, Price, Cost, Qty on Hand, Value on hand, Income Account, COGS\Expense Account, Asset Account).Employee List (Name, SSN #, Address (1), Phone (2), Mobile Phone (1), Fax (1), Email (1)).Customer List (Name, Company Name, Contact (2), Bill to Address (1), Ship to Address (1), Phone (2), Fax (1), Email (1)).Chart of Accounts (Name, Number (if any) and Account Type).A/P Aging detail (Name, Amount, Document Number, Date and Due Date)ĭetails on how QuickBooks matches the fields you import.A/R Aging detail (Name, Amount, Document Number, Date and Due Date).Trial Balance (Only Account closing Balances will be imported).This will make sure the switch to QuickBooks is smooth. Before you transfer your reports to QuickBooks, you’ll want to create the reports for the same dates. Run these four financial reports to import your balances. Here's some lists and reports you'll need from your existing software. You’ll need to save your lists or reports in Excel or. Convert lists and reports from other accounting software Users can also generate unlimited reports regarding customers, vendors, A/R, A/P, inventory, sales commissions and other financial reports. The platform assists businesses in managing A/R, A/P, cost tracking, cash flow and inventory. ![]() For details on how to switch from Sage 50, check out Convert from Sage 50 to QuickBooks Desktop. Multiledger is cross-platform accounting software available for both Mac and Windows systems. Designed specifically for small to medium-sized businesses, CheckMark MultiLedger uses in-built business intelligence to automate. It can help you manage general ledger entries, accounts receivables, accounts payable, inventory levels, and job tracking. We’ll help you figure out what you can transfer to QuickBooks. An all-in-one accounting solution, CheckMark MultiLedger, has a range of innovative features. You can convert certain lists and reports from other accounting software to QuickBooks. MultiLedger alternatives and related software. Learn about what data will convert from your current accounting software to QuickBooks desktop. Discover alternatives to MultiLedger and related software to quickly shortlist your selection and narrow down the right software for your organization. A proven integrated, networkable financial package for small businesses, MultiLedger is easy to use and installs quickly.
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