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DocsMoving from QuickBooks Desktop
Tell us this is where you are moving from, then bring in the reports you save as spreadsheets.
- Companies. The businesses you sell to, buy from or work alongside. Each row becomes one company, and every contact, deal and invoice you bring later links back to it by name.
- Sign in to your old system.
- Go to Settings, then Export, and choose every record type it offers.
- You will get one or more files. Come back here and drop all of them in at once.
Nothing is written until you say so. You will see what we made of every file, decide anything we cannot decide on our own, and read a plain summary of what pressing the button does before it does it.
- Companies. Companies come before contacts, because a contact is attached to one.
Companies
The companies or accounts list out of the system you are leaving.
| Field | Description |
|---|---|
| Company name* | Write it as company. We also read company name, account name, organization. Example: Acme Manufacturing. The name we match everything else against, so keep it spelled the way your team says it. |
| Web address | Write it as domain. Example: acme.example. Helps us spot the same company arriving twice under two spellings. |
| Main phone number | Write it as phone. We also read phone number, main phone. Example: +1 415 555 0142. |
| Main email address | Write it as email. We also read email address. Example: hello@acme.example. |
| What they are to you | Write it as type. We also read company type, account type. Example: customer. A word we do not recognise stops the row, so the accepted words are listed with this record type. |
| How active they are | Write it as status. We also read account status. Example: active. |
| Industry | Write it as industry. Example: Manufacturing. |
| City | Write it as city. Example: Oakland. |
| Country | Write it as country. Example: United States. |
| Who owns it | Write it as assigned_to. We also read owner, account owner. Example: dana@yourcompany.example. Use the work email of somebody already in your workspace, or leave it blank. |
- We do not bring the company file itself across yet. What your accountant can do instead is save your customer list and your sales report as spreadsheets and bring those in.
- We wrote down what this download looks like from the published guides rather than from a file we have seen, so a column we do not recognise is possible. Nothing in it is thrown away: anything we cannot place is kept as an extra column.
- Photos and files come over on their own. One move brings over 2 GB and 500 files.
- One file can hold up to 10,000 rows.
- One file can be up to 10 megabytes.
- You can undo a move for 30 days after it finishes.
- You can undo a single file import for 24 hours after it finishes.
Coming from something else? The list of systems we read has a page for each one, and a file from a system with no page of its own still comes across: we read the headings and you confirm every one of them before anything is written.