Select data type (QuickBooks): options and information

Microsoft Office Accounting 2009 gives you the option of migrating all of your QuickBooks data or only the master records. Select All data or Master records only, and then type the location of the QuickBooks file where your data is located in the Select file field, or click Browse.

All data

All data includes all master records and transactions, including invoices, vendor bills, purchase orders, and sales orders.

If you select All data and click Next, the Access and migrate your data page opens. You will be asked to allow Office Accounting 2009 access to your data in QuickBooks. Because QuickBooks is a separate program, you will receive its security messages when Accounting 2009 begins accessing your data. You must accept the QuickBooks security messages to continue with the data migration.

Master records only

Master records only includes the Chart of Accounts, account closing balances, and such records as customers, vendors, employees, and jobs. Select this option if you do not want to use prior transaction data recorded in QuickBooks.

If you select Master records only, a list of master records will appear on the Select data type page. Select the types of master records you want to import, and then click Next. By default, all types of master records are selected, but you can clear the check boxes for the master record types that you do not want to import.

  • Chart of Accounts  Lists all of the accounts created for your company and their total balances.

  • Items  Includes services, physical goods kept in inventory, and physical goods not kept in inventory.

    Note: Inventory items in QuickBooks must have a cost of goods sold account associated with them to be migrated to Accounting 2009.

  • Customers  Individuals or businesses that purchase a product or service from your company.

  • Jobs  Contracts or projects your company performs for its customers.

  • Vendors  Companies, such as contractors or suppliers, from which your company purchases products or services.

  • Employees  Individuals hired to perform work for your company.

  • Balances  Accounting 2009 only migrates balance sheet account balances (cash accounts, bank accounts, other current asset accounts, inventory accounts, other asset accounts, fixed asset accounts, credit card accounts, current liability accounts, long-term liability accounts, and equity accounts) from QuickBooks. It does not migrate income and expense account balances (income accounts, other income accounts, expense accounts, other expense accounts, and cost of goods sold accounts).

Related topics

Differences between importing master records and all data in QuickBooks migrations

Convert from QuickBooks Wizard: options and information

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