Get started with SoftLedger through the QBO Migration App

Created by Travis Lander, Modified on Thu, 29 Aug at 5:04 PM by Travis Lander

Description

When upgrading from QuickBooks Online to SoftLedger, utilize the QBO Migration App in the SoftLedger Integration Marketplace. Through this App, connect the QBO Company to extract list data details such as Chart of Accounts, Classes, Departments, Customers, and Vendors to be created automatically within your SoftLedger tenant.




How to migrate

To extract the aforementioned list data from QBO, follow the below steps


  1. Navigate to the Marketplace under Admin within SoftLedger and see the QBO Migration App under the Data Import section
  2. Click into the App, and select Add Instance
  3. Name the instance of this QBO Migration (Note: If you have multiple QBO Companies, you will create an instance for each Company to be migrated, and therefore can name the instance by the QBO Company Name for easy reference)
  4. Add in the necessary Authentication details for SoftLedger by adding in the API Keys, as well as logging into the corresponding QBO Company from your browser for 1-click authentication with QuickBooks
  5. Configure the data coming from QBO by:
    1. Selecting which SoftLedger Location this QBO Company's data will be created against
      1. Note: If bringing over more than one company with the same (or similar set of ledger accounts), it is recommended to select the global location in the configuration of section so that the ledger accounts can be added to be used in SoftLedger across Locations (which are generally set up to map from QBO Company)
    2. Selecting which Dimensions(s) correspond to Classes and Departments from QuickBooks (note: most commonly this is Cost Center)
    3. Copy and pasting over the Company ID from the QBO instance to this App by selecting the Additional Info section under the QBO Settings Cog icon in top right, and then copying the ID:


Note: Once you have completed the above steps, be sure to only click Finish, and run this migration for this QBO Company one time, or you may inadvertently create duplicate data.



How does the data map over

Chart of Accounts

Each Ledger Account on the QBO Company's Chart of Accounts will create a Ledger Account within SoftLedger, where those Ledger Accounts will be created according to the below Mapping when relevant:

QBO Field
SoftLedger Field
Name
name
AcctNum
number
*MAPPING*
naturalBalance
Classification
type
Description
description
AccountSubType
subtype
*MAPPING*
reportGroup
*DO NOT SYNC INACTIVE (Active = false)*
inactive


The Mapping for the details above:


QBO Account Types
SoftLedger Report Group
SoftLedger natural balance
AccountsPayable
Accounts Payable
credit
AccountsReceivable
Accounts Receivable
debit
Bank
Cash
debit
CostOfGoodsSold
Cost of Revenue
debit
CreditCard
Other Current Liability
credit
Equity
Equity
credit
Expense
Other Expense
debit
FixedAsset
Fixed Assets
debit
Income
Revenue
credit
LongTermLiability
Long Term Liability
credit
NonPosting
Other Current Liability
credit
OtherAsset
Other Assets
debit
OtherCurrentAsset
Other Current Assets
debit
OtherCurrentLiability
Other Current Liability
credit
OtherExpense
Other Expense
debit
OtherIncome
Other Income
credit


Customers/Vendors/Dimensions

Customers:

QB) Field
SoftLedger Field
Id
externalId
DisplayName
name
PrimaryEmailAddr
email
CustomerTypeRef
type
Notes
notes
*DO NOT SYNC INACTIVE (Active = false)*
inactive



Vendors:

QBO Field
SoftLedger Field
DisplayName
name
PrintOnCheckName
nameOnCheck
CompanyName
companyName
AcctNum
accNumber
BillAddr.Line1
address1
BillAddr.Line2
address2
BillAddr.City
addressCity
BillAddr.PostalCode
addressZip
BillAddr.CountrySubDivisionCode
addressState
PrimaryEmailAddr
email
OtherContactInfo.Telephone
phone
GivenName
contactFirstName
FamilyName
contactLastName
Vendor1099
is1099
TaxIdentifier
EIN
Id
externalId
CurrencyRef.value
currency
*DO NOT SYNC INACTIVE (Active = false)*
inactive



Dimensions (Classes and Departments):

QB Field
SL Field
Name
id
Name
name
Blank
description
*DO NOT SYNC INACTIVE (Active = false)*
inactive


Technical flow


Next steps

Once you have completed your migration of QBO Company list data (repeated if migrating multiple QBO Companies), the next step in your process to move from QBO to SoftLedger is to bring over transactional data - check out this knowledge base article to get started: How to convert Quickbooks (QBO) Journals to SoftLedger Journals

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