Issue with this page images? visit our Notion Page

To migrate from QuickBooks Desktop to Wesley, you need two files:

• Chart of Accounts
• Journals

In this post, we will guide you through the migration process so you can follow along.

Chart of Accounts

Chart of account lets you use your account system in Wesley.

1. On you QuickBooks Desktop, Click Chart of Accounts in List Menu

   

2. Click Account Listing in Reports section

   

3. Click Customize Report in Sub Menu Section

   

4. Among default chart of account columns, add Account #

   

5. Click Filters

   

6. Under Active Status, click All

   Caution! You MUST click All Active Status

   

7. Click OK

   

8. Click Create New Worksheet in Excel in Sub Menu

   

9. Click Create a comma separated values(.csv) file

   

10. Click Export

    

11. Choose your file name and where to save your Chart of Account csv file. That’s it!