Whether you are currently using another form of accounting software or spreadsheets to manage the books for your business, you will need to gather a few key documents and information to migrate over to QuickBooks Online (QBO). In addition, the date on which you decide to implement QuickBooks will also determine what information is required for a smooth migration. Providing all of the information required will ensure that QuickBooks is properly set up prior to you using it to track your business income and expenses. Otherwise, you could encounter inaccurate and unreliable financial statements, which will make it difficult to know your business' overall health and make filing taxes difficult.
In this chapter, we will show you how to convert from another form of accounting software or Excel to QuickBooks Online. If you are currently using QuickBooks...