Quick Books Desktop Migration

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

In the desktop version of CenPoint go to File→Utilities→One Time Conversion Utilities→ Import from QuickBooks→Journal Entries

Import QuickBooks Journal Entries Instructions

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

-Import QuickBooks Customers

-Import QuickBooks Invoices

-Import QuickBooks GL Codes

-Inside of QuickBooks

    -All Payments have been deposited

    -All Bank Register records have been reconciled

Click→Next

Set your QuickBooks Desktop 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 desktop 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 Desktop

or

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

If everything looks good click→OK

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.