How do I Import my data from QuickBooks?

Autobooks makes it easy to import your business' data from QuickBooks, so the switch from one system to the other doesn't have to be a daunting task! You can start this process by taking the following steps within the Autobooks application:

  •  Click on the Accounting tab from the left-hand side menu
    • From here, click the "Quickbooks import" option
      • The first step in the import process will be to link your QuickBooks account by clicking the [Authorize Quickbooks access] button, where you will enter in your QuickBooks credentials 

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  • After this, you will be taken to a new page that outlines the data that you can import into Autobooks

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  • Customers - Your business' customer list from QuickBooks
    • If you've already added in a customer before this import, our system will prevent a duplicate record from being brought in
      • Please note that this duplicate check is based on the email address of the customer being added, and not on the name entered

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  • Vendors - Your business' vendor list from QuickBooks
    • Please note that if you've already added in a vendor before this import, our system will prevent a duplicate record from being brought in
  • Categories - These are your business' Accounting Categories (which QuickBooks calls your business' Chart of Accounts). 
    • When importing your categories, you can either choose to add in your business' existing Accounting Categories in addition to what already exists through the Autobooks default category list, or match your business' Accounting Categories to the existing Accounting Categories from the default Autobooks list.
      • For example, if you had a new specific expense category that you wanted to track against, you would choose the "Create New" option from the Map section.
        • In this scenario, you will also be required to choose the appropriate Accounting Category Group to map this Accounting Category to.
      • If you have an Advertising Expense Accounting Category from QuickBooks, and you see the Advertising Expense Accounting Category that is part of the default Autobooks list, you can choose that same Accounting Category under the Map section, which will allow you to map your existing QuickBooks Accounting Category to the Autobooks Accounting Category.
        • In this scenario, the Accounting Category Group will be defaulted to the existing group that the Autobooks Accounting Category is mapped to.
    • Please note that your business' Accounting Categories can only be added in once, so if you have any questions about this section, please reach out to Autobooks Customer Care before submitting these.

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  • Trial Balance - This is the final step of the QuickBooks import process, and requires you to have first added in your business' Accounting Categories. So once your categories have been added, you can move onto adding in your business' Trial Balance. This is a snapshot of the balance of each of those Accounting Categories as they sat when bringing them over from QuickBooks. So from this page, you will be able to add in the appropriate debit and credit values to then have a beginning balance for your Accounting Categories.
    • Please note that like your business' Accounting Categories, the Trial Balance can only be added in once, so as to prevent duplicate accounting entries. If you have any questions about this section, please reach out to Autobooks Customer Care before submitting this.

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