Issue with this page images? visit our Notion Page

To migrate from QuickBooks Desktop to Wesley, you need two files:

• Chart of Accounts
• Journals

In this post, we will guide you through the migration process so you can follow along.

Chart of Accounts

Chart of account lets you use your account system in Wesley.

1. On you QuickBooks Desktop, Click Chart of Accounts in List Menu

   

2. Click Account Listing in Reports section

   

3. Click Customize Report in Sub Menu Section

   

4. Among default chart of account columns, add Account #

   

5. Click Filters

   

6. Under Active Status, click All

   Caution! You MUST click All Active Status

   

7. Click OK

   

8. Click Create New Worksheet in Excel in Sub Menu

   

9. Click Create a comma separated values(.csv) file

   

10. Click Export

    

11. Choose your file name and where to save your Chart of Account csv file. That’s it!

While we recommend turning on account numbers in QuickBooks, don't worry if you haven't set them up. If account numbers are missing, Wesley will automatically generate and assign them for you during the import.

Journal

To migrate your transactions to Wesley, you need Journals of 1901-01-01 ~ end date you want . It sounds a little strange, but I really want you to extract your journal in 1901-01-01 ~ end date you want. This is to ensure all journals are exported.

1. On Report Center, Search for Journal

2. Open Journal

3. Click Customize Report

4. Among Columns, Click Adj . This will enable Wesley to detect Adjs.

5. Click OK

6. Click Create New Worksheet in Excel in Sub Menu

   

7. Click Create new worksheet(in new workbook) This time, you must export in Excel file format.

   

8. Click Export . QBD usually takes around 5~10 minutes to process your request. Once again, please note that Journal file must be exported in .xslx(Excel) format. QBD truncates large csv files without notice, which usually is a cause of unbalanced journal entries.

   

9. Choose your file name and save. That’s it!

Importing to Wesley

Once your char of account & journal csv files are prepared, you can import them to Wesley

1. Among accounting firm’s clients list, jump to the one you want to proceed with migration

   

2. In Journals page, click Import QuickBooks Desktop

3. Upload Chart of Accounts and Journal and Proceed.

4. After a few seconds, you’ll see the result. If there is any error, feel free to reach out to us and we’ll take it from there.

   

Pro-Tip: Date Ranges and Data Limits

There is no limit to the period of data you can import into Wesley.

• Import Everything at Once: You can export your entire history from QuickBooks Online in one go.
• No Need to Split Files: You do not need to break your data down by year or specific periods; Wesley is designed to handle multiple years of data in a single import.