QuickBooks Desktop to AccountEdge
- Chart of Accounts (COA)
- Account Name
- Account Number
- Type
- Parent & Sub-Accounts
- Tax
- Contacts
- Company, First/Last Name
- Display Name As
- Billing / Shipping Address
- Phone, Mobile, Fax, Email, Website
- Terms & Payment Method
- Tax Resale No, Notes
- Bank Details with BSB
- Duplicate & Inactive Customers/vendors
- Items & Inventory
- Name, Type
- Price / Rate / Cost
- Sales & Purchase Descriptions
- Income, Expense, and Inventory Asset Accounts
- Initial Quantity on Hand / As of Date
- Sales & Purchase Tax Codes
- Inactive Items
- Multi-Currency
- Transactions (Invoices, Bills, Credit Notes, Payments, Journals)
- Deleted/Void Transactions
- Transaction lines with Nil Values
- (a) Invoices / Credit Memos and Bills / Bill Credits
What We Convert:- Invoice Number / Bill Number
- Item, Description, Tax Code, Job
- (b) Payments (Bill Payment / Invoice Payment)
What We Convert:- Date
- Reference No
- Bank
- Vendor/Customer
- Invoice/Bill
- Overpayment
- (c) Spend Money / Receive Money
What We Convert:- Bank Account, Payee Name, Check Number
- Description (Memo)
- Job (if enabled), Tax Code (if applicable)
- (d) Journals
What We Convert:- Journal No
- Memo
- Description
- Job Number
- Tax
- Tax / GST / WET
- Jobs
What We Convert:- Name
- Job Number
- Customer Job
- Payroll / Employees
What We Convert:- Employee Info (Name, Address, Contact, DOB, Hire Date, Pay Schedule, etc.)
- Bank Details (Institution, BSB, Account Number, Name)
- Payment Terms
- Expense Claims
- Projects
- Fixed Assets
- Is my file converted using the accrual or cash basis?
Conversions are performed and verified using the accrual method of accounting; cash-based reporting may differ slightly from your previous software.
