Exporting Data from Quickbooks®

Export Chart of Accounts List From Quickbooks® Desktop
If your organization uses Quickbooks Desktop Version and is now setting up Restaurant365, moving your Chart of Accounts list over is an easy process. R365 consolidates Chart of Accounts so that multiple Locations and Legal Entities can be com...
14:31
Export Chart of Accounts List From Quickbooks® Online
If your organization uses Quickbooks Online Version and is now setting up Restaurant365, moving your Chart of Accounts list over is an easy process. R365 consolidates Chart of Accounts so that multiple Locations and Legal Entities can be comp...
14:31
Export Vendor List From Quickbooks® Desktop
Transferring your Vendor List from Quickbooks Desktop to R365 is an easy process, but to also make it an efficient process, it is important to review and consolidate this list.  To make sure your Vendor List is clear of duplicates and obsolet...
14:28
Export Vendor List From Quickbooks® Online
Transferring your Vendor List from Quickbooks to R365 is an easy process, but to also make it an efficient process, it is important to review and consolidate this list.  To make sure your Vendor List is clear of duplicates and obsolete Vendor...
14:29
Export Customer List From Quickbooks® Desktop
If you use Quickbooks Desktop and are now setting up Restaurant365, moving your Customer List over is easy. When importing a Customer List, it is important to consolidate and update the list before importing into R365. Follow the instructions bel...
14:28
Export Customer List From Quickbooks® Online
If you use Quickbooks Online and are now setting up Restaurant365, moving your Customer List over is easy. When importing a Customer List, it is important to consolidate and update the list before importing into R365. Follow the instructions belo...
14:29
Pulling Data from Quickbooks® Desktop for R365 Migration
During the final stages of Onboarding, a Data Import Specialist will contact you or your team about downloading and preparing four data files for import into R365, which include the Trial Balances and transaction information for the current and p...
09:45
Pulling Data from Quickbooks® Online for R365 Migration
During the final stages of Onboarding, a Data Import Specialist will contact you or your team about downloading and preparing four data files for import into R365, which include the Trial Balances and transaction information for the current and p...
09:45
Completing a Crosswalk
A Crosswalk occurs during Implementation when you determine how your Legacy accounts are mapped in R365. The transactional data tied to these Legacy accounts are pulled in from the number of prior years agreed upon in your Sales Contract. Your Da...
08:19
Help Chat With Us