AcboBooks Academy · 5 lessons · about 42 min

Moving from QuickBooks

AcboBooks can take your company straight from QuickBooks Desktop, from QuickBooks Online's Excel exports, or from simple CSV lists. These lessons explain the choices, walk through each import screen, and finish with the checks to run before you stop using QuickBooks: the trial balance, open invoices and bills, and your first bank reconciliation.

Lessons

  1. Lesson 1 · 5 min · Beginner

    Choose how to move your QuickBooks data

    The three ways into AcboBooks from QuickBooks: Desktop, QuickBooks Online and CSV lists, and how to choose between lists with balances and full history.

  2. Lesson 2 · 10 min · Intermediate

    Migrate from QuickBooks Desktop

    Pull your company from QuickBooks Desktop into AcboBooks: what you need open, the preview, the cutover date and the import summary.

  3. Lesson 3 · 12 min · Intermediate

    Import from QuickBooks Online

    Export your lists and reports from QuickBooks Online to Excel, load them into AcboBooks, check what was recognized, and import.

  4. Lesson 4 · 5 min · Beginner

    Import customers, vendors and services from a CSV file

    Use Lists → Import Data to bring customers, vendors or service items into AcboBooks from a CSV file with a header row.

  5. Lesson 5 · 10 min · Intermediate

    What to check after moving from QuickBooks

    Compare the trial balance, open invoices and bills with QuickBooks, clear Opening Balance Equity, and do your first bank reconciliation in AcboBooks.

All Academy tracks · Help centre · Bookkeeping how-to guides

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Try every lesson in the sample company.

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