Learn about data limitations when converting from other accounting software to QuickBooks Online.
See Also
Move your QuickBooks Desktop file to QuickBooks OnlineQuickBooks Online vs. Desktop Comparison for 2024 — KatanaQuickBooks Online Review: Pros, Cons, Alternatives - NerdWalletThere are transactions that can and can't be converted. Use the following to guide you on your transition to QuickBooks Online.
What data will be converted?
- Customer details
- Supplier details
- Chart of accounts
- Account balances
- Customer balances
- Supplier balances
- Items list
- Historical transactions
Specific transaction handling
There are transaction types that QuickBooks Online doesn't convert. These are converted as Journal Entries:
Sage 50
- Deposits
- Funds transfers
- Payroll payments
- Stock Adjustments
- Refunds
Xero
- Receive money
- Customers and Suppliers
Note: Each contact is converted as both customers and suppliers.
What we don't convert
We can’t convert the types of data listed below:
- Departments
- Budgets
- Memorised transactions
- Invoice template and other templates
- Sales orders
- Payroll records
- Projects
Note: These convert as sub-customers, but QuickBooks Online doesn't support project accounting at this time. - Negative stock
- Attachments
In addition, these software programs have additional conversion limitations:
Sage 50 Accounting
- Only a maximum of 3 financial years of data gets converted.
- Some accounts (entitled as "Dummy Accounts") are created to offset entries in Sage because QuickBooks Online uses double-entry accounting.
QuickBooks Desktop
