If you're switching from QuickBooks to AccountEdge, you have several options for bringing over your data — from a free DIY approach to professional migration services.
This article helps you decide which is right for you.
Use the DIY Method if you:
Feel confident exporting/importing basic lists and using Excel
Want a clean start with organized books
Rarely reference old QuickBooks transactions
Use QuickBooks Pro Desktop or a basic online plan
What you can transfer:
AccountEdge offers extensive importing capability with field level mapping and data validation. You can import:
Customers & vendors
Chart of accounts
Items
Other Lists, like Jobs, Activities, Departments, Currencies, Custom Lists and more.
If your QuickBooks Desktop file can export IIF files, the built-in IIF Import Tool automates importing your lists — accounts, customers, vendors, items, tax codes, and more.
AccountEdge can import transactions as well. This requires more extensive Excel experience and complete data for successful importing.
For manual imports, we recommend exporting the list from AccountEdge first. In AccountEdge, select File>Export Data>Accounts or Cards>Customers/Vendors. Open that text file in Excel, then keep the headers in row one to create a template by eliminating the exported data, copying your QuickBooks data into the spreadsheet, saving it as a text file, then using it to Import back into AccountEdge (File>Import Data).
Time: Several hours
Cost: Free
Learn how to use the DIY method here.
Use the MMC Convert Migration Service if you:
Want transaction history brought over without doing it yourself
Use QuickBooks Desktop, Online, Pro, Premier, Enterprise, or Mac (2018 or later)
Need current-year or multi-year history migrated
Want a hands-off process handled by a professional migration partner
What it transfers:
Everything from DIY, plus:
Transaction history (current fiscal year, or additional years)
Bank reconciliations
Time: ~5 business days
Cost: From $389 for the current fiscal year. Closed fiscal years are $200 per additional year.
Have a complex setup?
If your file involves multi-currency, detailed payroll records that need to come over, advanced inventory, or other specialized requirements, reach out to our team first. We can help you assess whether a standard MMC migration covers your needs or whether your situation calls for a more specialized approach.
Click the chat icon in the corner and tell us about your setup — we'll help you figure out the right path.
Still unsure? We'll help you decide.
Click the chat icon in the corner and let us know a bit about your QuickBooks setup. We'll guide you to the best option for your business.