Transfer From Quickbooks To Wave

The steps in this article are for converting from quickbooks desktop pro or premier windows.

Transfer from quickbooks to wave. If you have any specific questions me and the other members of the community would love to help. To make sure you re all set up with the correct balances run a trial balance in wave. We help customers migrate to wave with our wave plus team. This post is going to dive into the specifics of each software option to help determine which is the right choice for your business.

Go to the file menu then select utilities export lists to iif files. Hi andriaandchris thank you for reaching out. In the file name field delete the asterisk then enter a file name. Switching from a spreadsheet.

Setting up your wave account before switching. Quickbooks provides a list of desktop features and a description of how those features will transfer to quickbooks online. Since wave will not have specific transaction history only balances make sure you keep a copy of your old accounting information for your records. You can also use this guide here to upload your list of customers.

Switching from freshbooks or another invoicing software. I would love to get it up and running but don t have any time to be able to do all of the stuff. Is there any way i could pay someone to transfer all of my quickbooks data into wave. Mark chart of accounts and vendor list then select ok.

Accounting software used for business purposes is updated from time to time according to the growing needs of the business. This guide will help you get set up no matter where you are switching from. You can find it here. Switching from quickbooks or other accounting software.

Wave is giving quickbooks a run for its money in the small business accounting world with features such as expense tracking contact management invoicing and even lending. Mac offers wave to quickbooks conversion services on affordable price. For quickbooks mac you can follow intuit s conversion instructions for quickbooks mac. From the save in drop down choose the location where you want to save the iif file often this will be your desktop.

Then compare wave s trial balance with the balance from quickbooks in step 3. Switching from a payroll. Select save then ok. You will need professional help if you are not aware of the complete software.