If you’d like to proceed with the same QuickBooks structure, you can edit your chart of accounts manually or request a free import of the chart of accounts and tags that you provide.
Can i import data into quickbooks online how to#
How To Import Your Chart Of Accounts And Tags From QuickBooks If you need expert assistance in converting historic QuickBooks activity to true fund accounting, we recommend working with our Implementation Services team. If you choose to export information from QuickBooks and import it into Aplos, you can find some tips below. That is why most organizations choose to export historic reports to keep on file, but they decide to start with a clean slate by creating a new chart of accounts with funds and tags, and resetting their starting balances moving forward. Since Aplos uses fund accounting, it may not be beneficial to use the same configuration you had in QuickBooks. This will help you track your designated funds accurately and give you greater accuracy on your reports. Aplos also uses tag layers to get granular reporting. Importing QuickBooks information may bring over some of the problems you were trying to solve by switching to a fund accounting system. This means our systems are very different. Fund AccountingĪplos uses fund accounting and QuickBooks does not. You can import much of your historical data from QuickBooks, including contacts and transactions, making it simpler to move to Aplos, but there is an important decision to keep in mind before you move forward.
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