Thanks for reaching out! QuickBooks Online enables you to import various types of files, so you don't have to start from scratch during the set-up of your account. Knowing which fields you can import for each file and how to import, is important to make sure everything looks right after the migration. I'll be happy to share more about this.
With QuickBooks Online, you can import several data such as:
Customers
Suppliers
Bank Data
Product and Services
Invoices
Bills
Journal Entries
Chart of Accounts
Before you import your customer's list, QuickBooks Online displays a sample file for preview. This sample file presents the appropriate format to follow and every field that can be imported into your account. To view those fields, simply go to the Gear icon > Import data > Customers > Download a sample file.
The address field in the file corresponds to the billing address of your customer in QuickBooks Online. While the shipping address isn't included for migration, it can be added afterward in the customer's profile by following these steps: Sales > Customer > Selectyour customer > Edit > Enter the Shipping address under the Address tab. To learn more about how to import customers and other files, here's an article: Import customer or supplier contacts from Outlook, Excel or Gmail
Feel free to also explore the use of a third-party app to assist you with migrating other fields you'd like. The following article contains the list of all compatible apps to QuickBooks Online: QuickBooks Apps
Thanks for this! Much more useful than trying to import and export via QB itself - What an absolute shambles!! They don't even match their own export template when importing!
Just have one tiny question though - I can't seem to export customer notes on transaction pro, but there is a field to import notes. Am I doing something wrong?