Migrate your data out of Quickbooks to Refrens

In this quick article, go through how to download the relevant data from your Quickbooks portal to migrate to Refrens.

In order to migrate out of Quickbooks to Refrens, there are three Primary reports that you need to download as csv.

Chart of Accounts
Customers Reports
Suppliers Reports

Downloading Reports

To download the Chart of Accounts - navigate to Accounting -> Chart of Accounts in your Quickbooks Sidebar. 


Once in the Accounting dashboard - click on Run Report. Once the report is ready, click on Export -> Export as Excel. Your Chart of Accounts report will be downloaded in Excel.



To download the other two reports, simply follow the below steps from your Quickbooks sidebar:

Customers and Leads -> Customers -> Export as Excel
Expenses -> Suppliers -> Export as Excel

Email the Reports

Once all three reports are downloaded - email them at premium@refrens.com and we'll handle the rest.

Updated on: 31/01/2025