July 12, 2022
Quickbooks is going to stop its services in India from January 2023 and users are looking to migrate their data to another platform.
It is one of the most popular accounting softwares in India and that means thousands of users have to transfer their data to other platforms.
Transferring from Quickbooks to Tally is a natural choice and the best alternative in this case. It is the most dependable and reliable accounting software in India.
This is a step by step guide on how you can migrate your data without making manual entries and saving time on clerical work.
An excel sheet will be created with your data, but it will be without a customer and suppliers list.
Set the format of the exported master excel sheet as Ledger-Chart-Group.
Now, from the Menu bar
Set the exported Customer or Supplier master as:
Customer- Chart- Grouping- Contact-Phone- Email
You can change the grouping accordingly for customers and suppliers.
a. Go to the Menu bar
b. Click >>>>Reports
c. Select>>>> Custom Reports
d. Click >>>> Transaction
e. Select the period from and to
After choosing the period using From and To date, you can choose the columns you require to be exported to excel in the Columns Sections and click on the Filters Tab.
a. From Choose Filter Tab, Select>>>> Transaction Type
b.Select “Transaction Type” from the drop-down.
c. Press the OK button
d. Go to Transaction details >>>>Click on Excel >>>> Select Create New Worksheet
e. Click >>>> Advanced
Now, go to the Advanced Excel option. Make sure to check and uncheck the QuickBooks Options, Excel Options, and Printing Options according to your export needs.
Click OK and data will be exported to excel.
Once you get your files exported from QuickBooks then you will be required to enter all that data into Tally
Suvit is an AI-powered accounting automation tool that will migrate data from Quickbooks to Tally successfully eliminating clerical work.
Once you have the files ready after exporting, you can upload the files directly in a few clicks.
The process has multiple benefits
What otherwise would have been hours of clerical work, Suvit automation has done it in a fraction of the time.
1. Download Suvit on your computer and choose a subscription.
2. Connect with Tally and Internet
3. Keep your exported data ready from Quickbooks in an excel or pdf format
4. Select from modules present in Suvit like Banking, Sales, or Purchase and upload the excel/pdf file to it.
5. Click on “Send Transactions to Tally”
Save hours of your time and avoid tedious manual work of data entry. This makes the entire process fast, easy and efficient. There are many added benefits of Suvit if you are an accountant or a business owner which you can explore here.
Apart from that you can attend live sessions with our team for more information.