Import Data into Microsoft^® Office Accounting

Introduction

The information on this page provides detailed steps on how to import data into Microsoft^® Office Accounting 2006. You can import data either from Intuit QuickBooks^® or from other supported data sources.

Import Your Financial Data

You can import information into Office Accounting from Intuit Quickbooks or from other sources.

Import from QuickBooks

Before you begin importing your data from QuickBooks, you will need to ensure that:

	You are logged onto your computer as an Administrator.
	All users have exited from QuickBooks.
	QuickBooks is closed.

Only one company may be imported at a time. If you have more than one company, complete the import steps in their entirety for each company you want to import into Office Accounting.

You may choose EITHER to import master records, OR to import master records and all data. You cannot import only the master records and then import the data at a later time. However, you can start with all data and stop after importing just the master records.

Before starting data migration, the Convert from QuickBooks Wizard examines the number of your QuickBooks transactions. For best performance, archive and condense your QuickBooks data before starting the wizard. You can also choose to import only a limited number of fiscal years; transactions that fall outside the defined years will not be imported.

Import your data using the following steps:

1. Download and install the latest updates for Office Accounting, and the Office Accounting 2007 Transaction Migration Update.
2. Prepare data for export from QuickBooks.
3. Import records to Office Accounting 2007.

Import Utility for Other Data Sources

Office Accounting provides an import utility to support importing data from the following formats:

	Comma-Separated Values (.csv)
	Microsoft Access® Database (.mdb)
	Microsoft Excel® Worksheet (.xls)
	Office Accounting Export File (.xml)