Beginning Balances

1

I have been using QuickBooks Enterprise for my accounting, and now I want to migrate to Manager.io. My company operates two inventory stores, and I have exported all my data from QuickBooks to Excel. I intend to import this data into Manager.io smoothly, as the list is quite extensive.

For the inventory beginning balances, the columns I would like to include are as follows:

  1. Item Name
  2. Item Description
  3. Unit Measurement
  4. Quantity in Location 1
  5. Quantity in Location 2
  6. Unit Cost
  7. Selling Price

Regarding customer information, the columns are:

  1. Customer Name
  2. Contact Number
  3. Customer Balance - Accounts Receivable

For vendor information, the columns are:

  1. Vendor Name
  2. Contact Number
  3. Vendor Balance - Accounts Payable

I have attempted to read the Manager.io guides and searched for information on YouTube and Google. However, I have found limited resources related to this software on these platforms. Currently, I am relying on the forum, where I can observe many seasoned users who have been using the system for over a decade. Therefore, I kindly request your assistance.

Thank you.

2

For data import

Most tabs in Manager corresponded to a database table. Order the data import to ensure you start with non dependant data, then importing data which references already entered data.

For more information:
A forum search is a good place to start, such as Search results for ‘Quick books import’ - Manager Forum

The advantage of doing so is summarised here Can I import data from Quicken? - #6 by Patch

For how to do it see this post How to import data from other accounting software - #6 by Patch

For starting balance see