Moving your books to SnapLedger · Lesson 4 of 4

From QuickBooks Online

1:00 · Captions: English, Arabic, French and Chinese.

The books are in QuickBooks Online. They move across with a sign-in.

What you'll learn

  • Connect QuickBooks Online with your Intuit sign-in
  • Know what has to match before the books move
  • Find what came across, papers included

Step by step

  1. Inkwell Bay — Zuhair switches to Inkwell Bay Print Studio, and chooses to move its books.
  2. Connect QuickBooks Online — He signs in to QuickBooks and connects the company. Two things have to match first: the company's name, and its home currency. SnapLedger won't bring another company's books into this one.
  3. Checked, then posted — The import starts by itself. The ledger is rebuilt, and checked against QuickBooks' own reports, before anything is posted.
  4. In the books — Inkwell Bay's history is in, with its invoice copies and the receipts attached in QuickBooks, all in My Vault.

Three companies, three programs, all moved. Whichever program your books are in today, they can move to SnapLedger, history and all. Start at snap-ledger.ai.