Before you can import your QuickBooks data into Denali, you must export it to an Excel® file. In QuickBooks, use the Report Lists to create an Excel file of the data you want to import. You can import master account information, such as ledger accounts, customers, inventory, employees, and vendors, as well as ledger and sales transaction history.

If you will be importing General Ledger transaction history, you need to include all accounts in your General Ledger accounts export, including inactive accounts. To import transaction history, you must export the Transaction Detail by Account report from QuickBooks. If you will be importing Sales transaction history, you need to export the Sales by Item Detail report. For both of these, your Reports and Graphs Company Preferences must be set to Name only in the Reports - Show Accounts By section or you will not be able to import transaction history.

You might need to customize the QuickBooks export to include the fields you want to import. See your QuickBooks instructions for information on how to do this.

Before you start the import process, your must have the Demonstration organization or another organization installed in Denali. Please contact our Customer Support team at (800) 390-7053 if you have any questions about this. You can also access the installation guide to help you.

You must have Excel installed on your system to import QuickBooks files into Denali.

For details of which fields Denali will import, how the export file will convert to Denali, and the fields required for a successful import, see QuickBooks Import File Requirements.

See Importing QuickBooks® Data Into Denali for the next steps in the import process.