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Prerequisites before converting

There are several prerequisites you have to do (next to the pre-conversion checklist in your source package) before starting a conversion to Quickbooks Online with Dataswitcher.

Click here to navigate to the pre-conversion checklist.

Empty account - purge the company file

Dataswitcher can only convert to empty the Quickbooks Online account. If you need to reset your settings and data before you start, follow the steps outlined below, you can also refer to the instructions found in this help article .

PURGE QBO (UK, US)
Purge the QBO company file. Refer to the guide below:
https://support.dataswitcher.com/support/solutions/articles/43000554921-pre-conversion-checklist-for-all-systems
OR here: https://support.dataswitcher.com/support/solutions/articles/43000607392-purging-qbo-files
Video Tip: http://bit.ly/3axGe9d

NEW QBO File (CA)
Create a new QBO file.
To create a new QBO file, please follow the following steps:
a. In your QBO account, click the Gear icon and select Account and Settings.
b. Go to the Billing and subscription tab.
c. Select Cancel subscription.
d. Follow the onscreen instruction to cancel your account
3. Then, sign up for a new QuickBooks Online account to start a new company.

US
You have two options to start over depending on how long you've been using your QuickBooks Online (QBO) account.

If your account is less than 60 days, you can purge your company file to delete the data. Here's how:
Log in to your QuickBooks Online account as an admin.
Change the URL in your browser's address bar. For example:
• Before: https://...qbo.intuit.com/app/homepage
• After: https://...qbo.intuit.com/app/purgecompany
Type Yes to confirm the action.
Click Wipe Data.

However, if your account is more than 60 days already, you'll have to cancel your account. Then, start a new one.
1. In your QBO account, click the Gear icon and select Account and Settings.
2. Go to the Billing and subscription tab.
3. Select Cancel subscription.
4. Follow the onscreen instruction to cancel your account
5. Then, sign up for a new QuickBooks Online account to start a new company.


Disable Taxes

Taxes have to be disabled before the conversion starts as Dataswitcher does not convert taxes to prevent calculation differences. Instead we use a tried and tested method for the first tax (VAT/GST) report. 

Please note if you have not entered the VAT module since purging your file then taxes will be disabled.

If you require more information please see our dedicated page about doing your first tax report.

Multicurrency

If you selected multi-currency as an option, you have to enable this before the conversion by following these steps:

  1. Login to Quickbooks Online
  2. Click the cog icon in the right top
  3. Go to "Account and Settings"
  4. Select "Advanced" in the left menu
  5. Click the pencil next to "Currency"
  6. Choose your home-currency and enable Multicurrency.

Departments and projects

If the conversion from your source system supports departments and projects and you would like to convert them, you need to enable Track classes and Track locations in the Quickbooks Online by following these steps:

  1. Login to Quickbooks Online
  2. Click the cog icon in the right top
  3. Go to "Account and Settings"
  4. Select "Advanced" in the left menu
  5. Click the pencil in the "Categories" section on the right
  6. Check the checkbox next to "Track classes"
  7. Check the checkbox next to "Track locations"
  8. Click "Save"





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