Moving in
Move from QuickBooks Online to SwiftlyBooks
SwiftlyBooks reads QuickBooks Online's own export files, step by step, and checks the figures against your old trial balance before anything posts. Each step below says where QuickBooks Online keeps the file it reads.
- 1
Chart of accounts
In QuickBooks Online: Accounting → Chart of accounts → Run report → Export to Excel.
- 2
Customers and suppliers
Customers: In QuickBooks Online: Sales → Customers → the export icon above the list → Export to Excel.
Suppliers: In QuickBooks Online: Expenses → Vendors → the export icon above the list → Export to Excel.
- 3
Items
In QuickBooks Online: Sales → Products and services → the export icon → Export to Excel.
- 4
Balances
In QuickBooks Online: Reports → Trial Balance, as of the last day → Export to Excel.
- 5
Unpaid invoices and bills
Unpaid invoices: In QuickBooks Online: Reports → A/R Aging Detail, as of the last day → Export to Excel.
Unpaid bills: In QuickBooks Online: Reports → A/P Aging Detail, as of the last day → Export to Excel.
- 6
Not cleared at the bank
Typed in on each wallet on Opening balances, from your last bank reconciliation.
- 7
Check, then post
Checked against your old trial balance, then posted on Opening balances.
How SwiftlyBooks reads QuickBooks Online's files
- A sub-account written as its path, such as Utilities:Electricity, is matched by its own name.
- A report's headings, totals and the line saying when it was run are passed over.
- Payment terms such as "Net 30" and "1% 10 Net 30" are read as days.
Common questions
Which packages can I move from?
Zoho Books, QuickBooks Online, QuickBooks Desktop and Sage Pastel, using each package's own export files, and any other package through Excel.
Does my history come over?
No. It stays in your old package. SwiftlyBooks starts from the balances on your last day there, with every invoice and bill still unpaid on that day.
Can Intetrix move our books for us?
Yes. Turn on "Intetrix staff may help with our move" in Settings, and Intetrix can take the steps with you. Everything they do is in your activity log.
What if the figures do not agree?
SwiftlyBooks shows each difference before anything posts: the old trial balance, what customers owe and what suppliers are owed, beside what came over.