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- Importing historical data from QuickBooks
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- Importing historical data from QuickBooks
Importing historical data from QuickBooks
Switching to MoneyMinder and want to import your group’s historical data from Quickbooks? Click on the version you’re using for step-by-step instructions:
Note: Because MoneyMinder is a cash basis accounting system, you must be using cash basis accounting in QuickBooks (not accrual), for the import to be successful. Journal entries may not import properly.
Quickbooks Online
Quickbooks Desktop Pro
We will import one financial year during your trial. We would be happy to import more financial years once your subscription has started. We only import full years, no partial years.
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Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
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Connect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.