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DocsMoving from QuickBooks
Bring in customers from the contact list report. Bring in invoices from the sales report, one row per invoice line. Bring in your price list from the products and services report.
- 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.
- Products. The things you sell, and what they cost. Each row becomes one item in your catalogue, ready to drop onto a quote or an invoice.
- Invoices. Your invoices. Each row becomes one invoice in your workspace.
- 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.
- Products. A product exists before any price, quote or invoice line that points at it.
- Invoices. An invoice needs its customer, its products and its tax rates first.
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. |
Products
The price book, product list or item export.
| Field | Description |
|---|---|
| Product name* | Write it as name. We also read product name. Example: Line service visit. |
| Product code | Write it as sku. We also read product code. Example: SRV-VISIT. |
| Price | Write it as unit_price. We also read price, unit price. Example: 450.00. |
| Currency | Write it as currency. Example: USD. |
| What sort of thing it is | Write it as kind. We also read product type, item type. Example: service. A word we do not recognise stops the row, so the accepted words are listed with this record type. |
| How often it bills | Write it as interval. We also read billing period. Only needed for the things that bill again. |
| Description | Write it as description. Example: One engineer, half a day on site.. |
Invoices
The invoices list out of the system you are leaving.
| Field | Description |
|---|---|
| Company* | Write it as company. We also read _company. |
| Assigned To | Write it as assigned_to. |
| Company ID | Write it as company_id. |
| Company Source ID | Write it as company_source_id. |
| Contact ID | Write it as contact_id. |
| Currency | Write it as currency. |
| Due Date | Write it as due_date. |
| Invoice Amount | Write it as invoice_amount. |
| Invoice Date | Write it as invoice_date. |
| Invoice Number* | Write it as invoice_number. |
| Item Description | Write it as item_description. |
| Item Name | Write it as item_name. |
| Notes | Write it as notes. |
| Opportunity ID | Write it as opportunity_id. |
| Payment Amount | Write it as payment_amount. |
| Payment Date | Write it as payment_date. |
| Payment Method | Write it as payment_method. |
| Payment Reference | Write it as payment_reference. |
| Payment Terms | Write it as payment_terms. |
| Person Email | Write it as person_email. |
| Person Source ID | Write it as person_source_id. |
| Po Number | Write it as po_number. |
| Quantity | Write it as quantity. |
| Quote ID | Write it as quote_id. |
| Source Record ID | Write it as source_record_id. |
| Status | Write it as status. |
| Tax Code | Write it as tax_code. |
| Tax Rate | Write it as tax_rate. |
| Terms And Conditions | Write it as terms_and_conditions. |
| Unit Price | Write it as unit_price. |
- We need Customer in the file before we can read it.
- This export does not include the amount each customer still owes you, so nothing of that kind comes across. What your accountant can do instead is the accounts receivable list you get by opening the trial balance and grouping it by transaction type.
- 1 column stays behind because the same address arrives split across the street, city, state, ZIP and country columns: Billing Address.
- 6 columns stay behind because we keep one address for a company: Shipping Address, Shipping Street, Shipping State, Shipping City, Shipping Country and Shipping ZIP.
- 1 column stays behind because we keep when a record was last changed here, not when it was changed in your old system: Last Modified.
- 1 column stays behind because we keep when a record arrived here, not when it was typed into your old system: Create Date.
- 1 column stays behind because the people who worked in your old system are not people here: Last Modified By.
- 2 columns stay behind because we never bring card numbers across: Credit Card # and CC Expires.
- 2 columns stay behind because the full name column already carries the person we create for this customer: Last Name and First Name.
- 8 columns have no home here yet, so we keep the values as extra columns on the record: Delivery Method, Other, Tax Rate, Taxable, Resale #, Terms, Payment Method and Currency.
- Photos and files come over on their own. One move brings over 2 GB and 500 files.
- We need Num in the file before we can read it.
- This export carries no paid or unpaid column, so we work out what is still owed from the amounts on each row rather than claiming it.
- This export does not include the payments behind each invoice, so nothing of that kind comes across. What your accountant can do instead is the accounts receivable list you get by opening the trial balance and grouping it by transaction type.
- 2 columns stay behind because the people who worked in your old system are not people here: Created By and Last Modified By.
- We need Product/Service in the file before we can read it.
- This export does not include the stock you hold and what it is worth, so nothing of that kind comes across. What your accountant can do instead is run the closing stock report at the date you change over and bring that in.
- 5 columns have no home here yet, so we keep the values as extra columns on the record: Type, Taxable, Purchase Description, Expense Account and Preferred Vendor.
- 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.