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Prepare your Small Business Accounting/Office Accounting file for conversion

sba

To do this task

  1. Before you convert your Microsoft® Small Business Accounting/Office Accounting data to QuickBooks, back up and verify your Small Business Accounting/Office Accounting data folder.

    1. In Microsoft® Small Business Accounting/Office Accounting, go to the File menu, click Utilities, and then click Data Utilities.

    2. Click the Basic Tools tab. Make sure that the Verify data integrity checkbox is selected (to make sure that there are no problems with your Small Business Accounting/Office Accounting file), then click the Backup button.

    3. Select the backup location and save the file.

    Note: Any errors that are detected in your Small Business Accounting/Office Accounting file must be resolved before you convert the file. Errors in your company file can prevent it from properly converting to QuickBooks. If you experience problems with your company file, contact Microsoft support.

  2. Review your Small Business Accounting/Office Accounting data folder and make changes as necessary:

    • Decide whether to use names or IDs for customer and vendor records

      During the conversion process, you will be given a choice to use either the Small Business Accounting/Office Accounting ID or the Small Business Accounting/Office Accounting name for the QuickBooks customer and vendor names.

      We recommend using the name value, since it is sometimes difficult to select the correct customer or vendor when using ID values. Names in QuickBooks must be unique and are limited to 41 characters.

    • Rename any invalid or duplicate names

      Names in the Small Business Accounting/Office Accounting company cannot contain colons or non-English characters. Names must also be unique across all lists (customers, vendors, and employees).

      To avoid problems, you should edit the customer, vendor, and employee names in Small Business Accounting/Office Accounting so that each is unique. Remember to compare customer, vendor, and employee names with each other to make sure there are no duplicates.

      Note that QuickBooks sees "Smith, Bob" and "Bob Smith" as the same name.

      How does the QuickBooks Conversion Tool handle invalid names?

      info_sba_converted_name_notes.html
    • Review your Small Business Accounting/Office Accounting accounts

      Before converting to QuickBooks, you should review your chart of accounts in Microsoft® Small Business Accounting/Office Accounting and see if you should modify it for your current business needs. For example, you might need to rename or add bank accounts, assets, loans, or equity accounts.

      Also, you might want to delete accounts that you do not plan to use in QuickBooks, such as personal savings accounts:

      1. Before you customize the chart of accounts, make a backup of your Small Business Accounting/Office Accounting data folder.

        1. In Microsoft® Small Business Accounting/Office Accounting, go to the File menu, click Utilities, and then click Data Utilities.

        2. Click the Basic Tools tab. Make sure that the Verify data integrity checkbox is selected (to make sure that there are no problems with your Small Business Accounting/Office Accounting file), then click the Backup button.

        3. Select the backup location and save the file.

        Note: Any errors that are detected in your Small Business Accounting/Office Accounting file must be resolved before you convert the file. Errors in your company file can prevent it from properly converting to QuickBooks. If you experience problems with your company file, contact Microsoft support.

      2. Print the chart of accounts, and then determine the accounts you want to add, edit, or delete.

        Note: Some of your accounts might have been created automatically by Small Business Accounting/Office Accounting and you may not be able to delete them. Before making changes to your chart of accounts, you might want to consult your accountant.

    • Make sure that your Small Business Accounting/Office Accounting file is configured for single user access

      To change your file from multi-user to single user access:

      In Small Business Accounting/Office Accounting, go to the File menu and click Multi-User Settings, then click Disable Multi-User Access.

See also

KB ID# H_SBA_PREPARE_SBA_CONVERSION
9/26/2016 6:54:39 AM
QYPPRDQBKSWS09 9138 Pro 2017 b1a353