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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 in this help article.

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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