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Post Info TOPIC: Details import/export between bookkeeping softwares.
Rastislav


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Details import/export between bookkeeping softwares.
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Dear All,

Just a polite request for little help/advice:

I am little bit playing with Quick Books on-line trial version.  Maybe it is me = but:

a)      I did not find possibility to set Credit Limit for Customer/Supplier (in Sage Credit Control Tab)

b)      I did try to import Customer/Supplier list and COA (all with .csv format) = but after importing = system asked me to confirm=manually type - TYPE of each imported information (for example Bank Account 1200 = I had to confirm name of account + group where this account supposed to belong.) Because of this = I found useless to import anything if I have to re-type = confirm information again.

I forgot to mention that all my lists (Customer/Creditor, COA) were originally created in Sage Instant Account software in.csv format).  

I have a feeling that problem is somewhere in me

Thank you for your advices and sharing your experiences.

Rastislav

P.s. One more Question please do you use Accounts numbers in Yours COAs ? (I know that there is possibility to create this accounts numbers if they are not set as in Sage software) = I am asking about your experiences and custom in your practice.



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Rastislav
HendyPhilhendy


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Posts: 518
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I have not done a Sage to QuickBooks transfer so cannot help but it may be because it is in trial mode, therefore restricted.

I know Sage to KashFlow is very good.

I suppose it is not in the interest of the outgoing software to make it easy to transfer the data!

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Phil Hendy, The Accountancy Mentor

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If so a mentor may be the way forward - feel free to get in touch and see how I can assist you. 

 
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