Migrating from QuickBooks to AccountEdge? One of the most important — and often overlooked — steps in a smooth import is field mapping.
Here’s how to make sure your data lines up correctly the first time around, so you can avoid import errors, mismatched information, and frustrating rework.
📌 What Is Field Mapping?
Field mapping is the process of connecting each column in your QuickBooks export file to the correct destination field in AccountEdge. For example:
QuickBooks Field | AccountEdge Field |
Customer Name | Customer Name |
Opening Balance | Opening Balance |
Item Description | Item Description |
This ensures your data ends up in the right place when you import it into AccountEdge.
🗂️ How to Prepare Your Files for Mapping
Before mapping, make sure your file is:
Exported in .txt or tab-delimited format
Clearly labeled with column headers
Saved in a clean and readable format (no merged cells or extra rows)
We suggest you export from AccountEdge the list you want to import, and open that exported data in Excel and use it create your own field mapping template. Enter your QuickBooks data into the new spreadsheet making sure the columns have the correct detail. Then, save that spreadsheet as a text file to use to import back into AccountEdge.
🔍 Mapping in AccountEdge: Step-by-Step
Open the Import Tool Go to File > Import Data > [Choose Data Type] in your AccountEdge menu.
Upload Your File Select your prepared QuickBooks export file (using the file exported from AccountEdge as a template).
Map the Fields AccountEdge will prompt you to match the fields in your file to the available fields in the system.
You can:
Use Auto Match (best for clean, well-labeled files)
Or manually map each field if more control is needed
Save Your Mapping (Optional) If you’re importing similar files often, you can save your field mapping for reuse.
🧪 Pro Tips for Success
✅ Match fields exactly — “Customer Name” and “Cust Name” may not auto match
❌ Don’t map empty columns or placeholders
💡 Keep your column headers simple and descriptive
📄 Double-check that you’re importing the correct data type (e.g., items, not accounts)
🛠️ If Something Goes Wrong…
If your data doesn’t import correctly, don’t panic. Check:
That all required fields were mapped
That the file matches the format expected for that data type
Our Troubleshooting Guide for common fixes