We signed up to the free trial of AccountantHub which allows importing of Excel transactions to Quickbooks Online at first I was impressed, reasonable monthly price and ability to upload transactions from Excel to Quickbooks Online. But then when attempting to part upload a whole Sage file (they’ve been using QBO for invoicing only). We hit a stumbling block a lot of transactions could only be imported via journals. Which made a bit of a mess of QBO and was not easy to follow for non accountants. The beauty of Quickbooks (Desktop and Online) has always been its suitability for small businesses to use without needing to employ a bookkeeper. Therefore for us this was an inelegant solution to the problem.
Back to the TBS drawing board (otherwise known as Google) to search for a better alternative, we found it with SAASAnt (no idea what that stands for) but it provides the ability to import all data to QBO from csv as if you’d posted the transaction in QBO itself.Interestingly Intuits free partner service for Sage conversions to QBO, Odyssey, also say that a number of transaction types from Sage will be excluded and posted as journals…..and don’t forget you only get 1 year for free £17 per year of transactions over that.
Well as a result of our work with this file we can now offer a similar service. And at a cheaper cost than Odyssey if you want more than three years uploaded.
For us it’s important to get those earlier years uploaded correctly as you can then use the Plan and Forecast app add ons with far greater accuracy, also no need to go back to Sage to look up historic data.
Need an upload, talk to us?