Excel To QuickBooks Online Data Conversion
Effortlessly export your financial data from Excel to QuickBooks Online with our reliable data conversion services. Enjoy the benefits of cloud-based accounting, including multi-user access from any device, enhanced data security, automatic backups, seamless bank integration, and real-time updates to manage your finances efficiently.
Connect with eBetterBooks migration experts for a smooth transition. They ensure accurate and seamless data conversion to any QuickBooks version, including Pro, Premier, Enterprise, Accountant, or Online, guaranteeing 100% accuracy and a quick turnaround.
QuickBooks Online offers robust tools such as comprehensive financial reporting, multi-currency handling, real-time inventory management, expense and income tracking, and customized invoicing and estimates, all designed to streamline your business operations.
Convert from Excel To QuickBooks Online
Leverage Automation to Optimize Workflow
Transition from Excel to QuickBooks Online with our premier data conversion services, ensuring a swift, reliable, and precise transfer of your financial data, along with robust post-conversion services. Our migration services provide customized solutions tailored to your industry and business requirements. We guarantee your data is protected for 14 days against any accidental loss or disruptions, guiding you through each step of the process, including the export, cleaning, and import of your Excel historical data.
QuickBooks Online, is a cloud-based accounting software, that provides monthly subscriptions perfect for businesses which need real-time collaboration and access to financial data from any device. It lets multiple users work simultaneously from PCs, Macs, tablets, or smartphones. QuickBooks Online syncs with your bank accounts, categorizes transactions in the cloud, and supports up to 25 users, offering a comprehensive overview of your financial status and obligations.
With eBetterBooks, you can seamlessly convert from Excel to QuickBooks Online, Accountants, Pro, Premier, Enterprise, or any other version, eliminating duplicate entries and inconsistencies in your accounting data and effortlessly clearing up historical transactions. We provide extensive team training and follow-up support, deliver QuickBooks backup files (QBB) or QuickBooks Portable files (QBM) for easy restoration, and share best practices to ensure the entire conversion process is smooth and efficient.
Transition Financial Data from Excel to
QuickBooks Online with Ease
What Data Can be Migrated from Excel To QuickBooks Online?
Our conversion specialists are always available to provide you with more flexible and ideal QuickBooks Online data conversion according to the needs of your business. Below given is the list of data that we can migrate for you:
Chart of Accounts
Customer list
Vendor List
Jobs List
Employee List
Service Items
Inventory Items
Non-Inventory Items
Assembly Builds Items
Attachments
Unreconciled Transactions
Allocation of Invoices or Bills against credit notes
What Data Cannot be Migrated from Excel To QuickBooks Online?
At eBetterBooks our conversion specialists try their best to convert your information smoothly without any accidental loss. But still there is some data which can’t be directly converted from QuickBooks because of compatibility issues. Below mentioned is the data that can’t be migrated from Excel to QuickBooks using the QuickBooks conversion tool:
The payroll transactions and employee year-to-date info
Payroll items used to calculate paychecks
Individual employee wage or deduction information
Fixed asset
Work tickets
Closed or partially closed sales orders, purchase orders, and estimates
Move from Excel To QuickBooks Online
Get Advanced Reporting Capabilities, Multi-user Accessibility & Collaboration on the Go!
Sign up and move from Excel To QuickBooks Online with eBetterBooks data conversion services, and create customized invoices, forms, or templates, do real-time inventory & payroll management, invoicing & expense tracking solutions, third-party integration, CRMs, e-commerce, banking, tax filing/tax preparation, and more to get optimum visibility and control on your accounting data.
At eBetterBooks, we deliver fast and hassle-free QuickBooks data conversion for Wave:
Assessing your needs
Securely upload your Excel Data file
Locate the Excel backup file on your computerLocate the Excel backup file on your computer
Mapping old Excel data to new QuickBooks Online fields
QuickBooks configuration, verification, and testing
Click on the link to download the converted QuickBooks data file.
Make Informed-Decision: Switch from Excel To QuickBooks Online
| Pros | Cons |
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Excel Pros:
QuickBooks Online Pros:
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QuickBooks Online Cons:
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Which Excel Accounting Versions/ Editions QuickBooks Online Support?
QuickBooks Online supports Excel version 2013 or above, and allows the users to integrate seamlessly and continue uninterrupted financial operations.
Connect with ExpertsExcel To QuickBooks Online: Maximize Your Productivity with Our Post-Conversion Support
Our conversion guides at eBetterBooks will provide training sessions to your team regarding the new software.
eBetterBooks team offers support channels for issues and concerns related to conversion.
Our team will send post-conversion feedback and reviews to identify any area for improvement.
Our guides at eBetterBooks make sure that the users get a speedy transition without any data loss.
Right after the conversion our team will provide you comprehensive documentation and resources which will help them to navigate the new software.
Make your Move Easy with eBetterBooks QuickBooks
Data Conversion Services
Sit back and relax while our dedicated experts will transfer your crucial data to another software and let you access the most comprehensive accounting features & functionalities
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Expertise in Excel To QuickBooks Online data conversion sets us apart. With our dedicated team members, we guarantee comprehensive and reliability in every aspect of your data conversion process.
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Accurate Excel To QuickBooks Online data conversion is our specialty. We apply a thorough evaluation process to ensure every transaction is accurately mapped and transferred.
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Seamless Excel To QuickBooks Online data conversion is our expertise. From evaluation to implementation, every step is carefully followed so that your data can never be compromised and you can have the best data conversion experience.
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Year-round Excel To QuickBooks Online data conversion is our commitment. We work tirelessly to provide uninterrupted service and ensure a smooth and convenient data transition practice for our clients.
Excel To QuickBooks Online Data Conversion
QuickBooks Online Subscription Models
| Simple Start |
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| Essentials |
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In addition to Simple Start Plan features, you’ll also get:
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| Plus |
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In addition to Simple Start and Essentials Online Plan features, you’ll also get:
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| Advanced |
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In addition to Simple Start, Essentials and Plus features, you’ll also get:
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Checklist: Excel To QuickBooks Online Data Conversion
Things you do for your business!
Check QuickBooks Online Subscription model (Simple Start, Essentials, Plus or Advanced)
Identify the number of users and stakeholders
Any specific features/ requirements you are looking for?
Make a note of the accounting system (accrual or cash-based) in use.
Using multi-currency invoices.
Linking bank accounts, credit cards, and payment gateways.
Need to control authorizations for accessing accounting data.
Switch to Single-user or Multi-user environments.
Go for any QuickBooks integrations.
PayrollTime tracking
Is there any need for inventory management?
Make a note of minimum system requirements (in case of QuickBooks Desktop)
14 Days Data Recovery Assurance
Our guides at eBetterBooks assist you throughout the entire conversion process and prioritize the safety, security ,and integrity of your data, as we understand how important your data is for your business growth. If by any chance your data gets misplaced or lost during the conversion, we make sure that it gets recovered within 14 days. We try our best to maintain our promise of enhancing your business productivity.
What You Can Expect after Excel To QuickBooks Online
Data Conversion
Once the conversion is completed successfully, you will receive an email with the subject header “Your Conversion is Ready to Review.”
You have only 72 hours to review and approve your conversion.
Match your data with the reports you exported earlier to our team. When the transition is over, our dedicated experts will provide:
- A QuickBooks backup file (.qbb) for easy restoration on your system.
- Check all your transactions are marked up as reconciled. If any transaction is not supported in QuickBooks, we’ll provide standard workarounds and post-conversion instructions.
- Get a detailed post-conversion checklist to make your transition faster or smoother.
- We ensure journal entries are linked to their respective invoices and bills so that your trial balance isn’t affected after the migration.
Unlock Detailed Business Insights
Let our experts assist you with simplifying your migration from one software to another.
Once the conversion is completed successfully, you will receive an email with the subject header “Your Conversion is Ready to Review.”
You have only 72 hours to review and approve your conversion.
Match your data with the reports you exported earlier to our team. When the transition is over, our dedicated experts will provide:
- A QuickBooks backup file (.qbb) for easy restoration on your system.
- Check all your transactions are marked up as reconciled. If any transaction is not supported in QuickBooks, we’ll provide standard workarounds and post-conversion instructions.
- Get a detailed post-conversion checklist to make your transition faster or smoother.
- We ensure journal entries are linked to their respective invoices and bills so that your trial balance isn’t affected after the migration.
Excel To QuickBooks Online Conversion: Work Around
Export from Excel To QuickBooks Online for evaluating, implementing and optimizing the right QuickBooks solution for your business.
Sub Accounts in Excel Will be converted to Independent Accounts in QuickBooks Online.
Inactive Accounts in Excel Become Active in QBO during conversion.
Open Receivable/Payable Invoices in QuickBooks show only unpaid balances.
Custom Sales Tax Rates transform into standard rates with a separate “Tax Adjustment” entry in QuickBooks Online
Inter Bank Transfers convert via Clearing Account in QuickBooks Online
System Accounts like Retained Earnings, VAT Control Account used in QuickBooks Online
Inventory Details import as “non-inventory” types in QuickBooks Online; manually change to “Inventory” type post-migration.
In multi-currency files, QuickBooks Online applies the same exchange rate for all accounts, potentially affecting trial balance. However, it doesn’t apply the same exchange rate to all accounts universally. The exchange rate is typically set per transaction and can vary depending on when the transaction occurs.
Rounding may differ between QuickBooks Online and Excel age due to precision techniques.
Dummy numbers (e.g., Bill1, Inv1) used for Blank Bill and Invoice reference numbers.
In case of duplicate reference numbers, transaction numbers or unique characters are added.
QuickBooks Online limits Reference numbers to 20 characters; longer numbers are trimmed. QuickBooks will automatically trim it to the first 20 characters. This applies to fields where reference numbers are used, such as in invoices, bills, and payments.
Minimum System Requirements for Excel To QuickBooks Online Data Conversion
Ensure seamless data transfer by understanding system requirements for compatibility and smooth migration.
FAQs
There are many reasons to consider if you’re changing from Excel to QuickBooks. Here are few: QuickBooks provides a more easier and user-friendly interface compared to Excel, which makes it easier to learn and navigate. QuickBooks offers a wide range of features, including advanced reporting and inventory management capability in comparison to Excel.
Yes, you can utilize a CSV (Comma Separated Values) file, Google Sheets, or an XLS/XLSX file to import information to QuickBooks Online.
Yes, you can easily import Excel journal entries into QuickBooks Online. Here's how:1. Go to Settings ⚙️ in QuickBooks Online. 2. Select "Import Data", then choose Journal Entries. 3. On the import page, click Browse to upload your CSV file. Note: If you're unsure of the format, click Download a sample file to see how your data should be structured. 4. Find and select your CSV file, then click Open and choose Next. 5. Map your data by matching the columns in your spreadsheet to the corresponding fields in QuickBooks. 6. Click Next. If there’s an error, make corrections to the file and try again. 7. Click Start Import to begin the process. 8. Once done, click Finish.
Excel is considered as the most extensively used cloud-based Enterprise Resource Planning (ERP) solution worldwide. This ERP system successfully oversees important business operations like finance and accounting, order processing, inventory management, and more.
In Excel you can create and maintain formulas yourself, that can lead to calculation errors and some other mistakes. On the other hand, QuickBooks has a user-friendly interface and does not take much time to learn.
Yes, you can copy and paste data from Excel to QuickBooks.
To import customers into QuickBooks Online from Excel, first ensure your customer list is formatted correctly by matching column titles and order to QuickBooks’ requirements. Then, go to Sales > Customers, click the dropdown next to New customer, and select Import customers. Browse for your Excel file, upload it, and map the fields to QuickBooks. Finally, select the customers to import and click Import to complete the process.