Bookkeeper Quickbooks Integrator tool is available thru Technical Support. Please submit a support ticket via https://support.avanquest.com/support/tickets/new.
Beginning in Bookkeeper 220.127.116.11 (update will be available on Monday, June 19, 2023), importing data from QuickBooks will utilize the Bookkeeper Quickbooks Integrator tool.
Note that only data from QuickBooks Desktop USA versions up to 2023 can be imported.
What Data Will Be Imported
- Company information
- Bank accounts (Up to 25)
- Chart of accounts (No sub accounts. All sub accounts will be flattened to a single level)
- Checks (bill payments and payroll checks)
- Journal Entries
- Sales Receipts (will be imported as journal entries)
What Data Will Not Be Imported
- Custom fields
- Inventory adjustments
- Credit card payments
- Period Closing entries
- Inventory groups
- Payroll check detail (checks will be imported that will affect the bank account but the withholding details will not be imported)
How the process works
*more details can be found in Bookkeeper Quickbooks Integrator.
The first step is to create a company in Bookkeeper that will be the company the imported data will target.
Then you use the import process within Bookkeeper to create a staging area to import the data to. Bookkeeper will copy the database to this staging area so it can be imported to. When the Bookkeeper Quickbooks Integrator runs, it will import the QuickBooks data to the database in the staging area. Upon completion of the import process, Bookkeeper will copy the database back from the staging area back to its original location so you can start using the data from your imported QuickBooks company.
Note that the Bookkeeper Quickbooks Integrator uses a third party tool to provide a connection to QuickBooks. This tool can be purchased or used in a 30 day free trial mode. More information can be found in QODBC QuickBooks database driver.