The QuickBooks Online (QBO) import feature may serve the job if you do not have many transactions each time, less frequently, or due to a tight budget.

Besides importing journals, you can also import transaction such as Invoices, order, payment or receipt transactions. MoneyWorks is a powerful system which helps an accountant ease the daily accounting task.

You can import names such as Supplier and Customer into MoneyWorks accounting software instead of entering it manually when migrating from other accounting software.

Software: MoneyWorks v7 accounting software After verified the tax code (GST code) and tax rate (GST rate) are correct, you need to create the accounts in the Chart of Accounts list. If you have a few hundreds or thousands of accounts, the easier way is to import the account list into the MoneyWorks. Below are […]

I had a customer who was always very busy with meetings. She doesn’t even have times to create the name list in QuickBooks. She asked me whether QuickBooks allowed her to import those customer and supplier name list from a spreadsheet. What are those things that can be imported into QuickBooks? At user level, QuickBooks […]