Migrating from QuickBooks to AccountEdge? Before you hit import, take a little time to tidy up your data — future you (and your reporting) will thank you.
Cleaning up your QuickBooks file helps prevent headaches, import errors, and clutter in your new system. Here’s what to do before making the move.
🗂️ 1. Archive or delete inactive records
Customers, vendors, and items you no longer use? Mark them as inactive or delete them entirely.
This ensures you’re only importing active, relevant records — and makes it easier to find what you need later.
💡 AccountEdge gives you the option to skip inactive records during import, so you don’t have to start from scratch if you’ve already exported from QuickBooks.
🔁 2. Merge duplicates
If you have the same vendor or customer listed twice (or more), take time to delete, merge or clean up duplicates in QuickBooks first.
Once imported, duplicates can be hard to untangle — especially if both records have transactions tied to them. You can still merge customer or vendor records in AccountEdge.
📚 3. Check for naming consistency
Make sure field values like:
Customer and vendor names and numbers
Account names
Item names and numbers
🧾 4. Reconcile accounts and clean up open transactions
Make sure bank and credit card accounts are reconciled and open receivables and payables are accurate.
Clean up any old or uncollectible balances — this gives you a more accurate picture once you switch over.
📤 5. Run reports and export backups
Before migrating:
Export key reports from QuickBooks (like Trial Balance, A/P Aging, A/R Aging, Balance Sheets and Profit and Loss reports).
Save a full backup of your QuickBooks file.
These reports are helpful for:
Cross-checking after import
Auditing
Tax prep
✨ Bonus Tip: Consider a cut-off date
Some businesses choose a specific cut-off date (e.g., end of fiscal quarter) and import only transactions up to that point. This can simplify reconciliation and reduce import volume.