QuickBooks Online Migration

This article will cover how to Migrate your Journal Entries from QuickBooks Online to CenPoint

On the CenPoint Portal go to More→One-Time Conversion

Select Import from QuickBooks Online→Journal Entries

Import QuickBooks Online Instructions

It is important to Import items listed in the Information section and only import Journal Entries After those are complete.

-Import QuickBooks Online Customers

-Import QuickBooks Online Invoices

-Import QuickBooks Online GL Codes

-Inside of QuickBooks Online

    -All Payments have been deposited

    -All Bank Register records have been reconciled

Set your QuickBooks Online Options

Select either a ‘Transaction Date Since’ or ‘Go Back 7 Years’

If you do not choose, Go Back 7 Years…

It is recommended to keep a copy/access to your QuickBooks Online account for a minimum of 7 years to meet the IRS requirement.

Set CenPoint Options

Choose your Branch

Choose either:

Delete All CenPoint Journal Entries for the selected branch and replace them with journal entries from QuickBooks Online

or

Choose to Keep Existing CenPoint Journal Entries, just add entries from QuickBooks Online.

If everything looks good click→Next

You will receive a message letting you know this can take a bit of time, and you will receive and email when this step is completed.

Click→OK

Once you receive the email click on the ‘here’ link to continue

Select Journal Entries to Import

Check or uncheck the Journal Entries you want to Import, normally you will want to import them all to make sure your balances match.

Click→Import

Other things you should know 🚨

When CenPoint Imports Journal Entries the following scenarios could occur:

• A Paycheck for and old employee who is not a user in CenPoint, will create a mostly blank and inactive user to tie the paycheck to the Journal Entry.

• CenPoint lines up users in CenPoint with Employees in QuickBooks using their Social Security number.

• A Bill for an old Vendor not in CenPoint will create a mostly blank and inactive Vendor to tie the Journal Entry to a Bill.

• A Bill with an open balance will be Imported into CenPoint and will be an active Bill.

• An Invoice for an old customer not in CenPoint will create a mostly blank and inactive customer to tie the invoice to the Journal Entry.