Tools to Convert to QuickBooks


We’ve been talking quite a bit in November about upgrading QuickBooks. There’s a good reason for that, of course: the new features in QuickBooks 2012 are compelling, and anyone who’s running an older version should really give consideration to upgrading.

What about those folks who are using another accounting package? Moving to QuickBooks seems like a hassle, even if it is the right move in the long run.

Fortunately, there are some QuickBooks conversion tools you can use to get going on QuickBooks. It just depends on which software you’re starting with:

  • Peachtree. Intuit knows that Peachtree Accounting is one of its biggest competitors, so it offers a free converter that will help you import your old data. You simply back up your data file from Peachtree, run the free conversion tool, and your data will be imported.
  • Microsoft Small Business Accounting. Intuit offers a conversion tool for Microsoft’s Small Business Accounting package that comes with Office 2009 and 2010. Even users of Microsoft Accounting Express (a freeware accounting tool) can use the same conversion tool. In some cases, users of Microsoft Money can use the tool, as well.
  • MYOB. When converting MYOB, it’s best to talk to the QuickStart team (Intuit’s conversion group) or your ProAdvisor. Some MYOB files can be imported, others cannot, so it’s likely you’re going to have to recreate some information.
  • Microsoft Excel. If you’ve been using a modified “shoebox” method using Microsoft Excel, the conversion path isn’t nearly as clear. You can import Excel files, but you’ll need to recreate any vendor files and information. You’re going to lose all formatting, and you’ll possibly lose some data, as well.

Talk to QuickBooks support or your ProAdvisor today if you’re thinking about converting to QuickBooks from another accounting package. You’ll be glad you made the switch.

Bernard Roesch About Bernard Roesch

Bernard Roesch is co-founder and Managing Partner of Mission Consulting. Bernard’s background in the early years of his career was spent in the manufacturing sector, making his QuickBooks perspective a unique one – he understands the intricacies of a complex environment and then applies his strategic skills accordingly.