Getting started with Wafeq
Moving from Quickbooks to Wafeq
To move from QuickBooks you will want to download your data and then import them back into Wafeq.
How do I export my data from QuickBooks?
- Go to the Gear icon on the top left of your screen
- From the Tools menu, choose the Export data option
- Set the date range to year-to-date from the Reports tab
- Choose the reports that want to export the Reports list by toggling the slider.
- Click on the Export to Excel button
How do I export non-posting transactions?
Exporting estimates
- Choose Sales from the left side menu, then select All Sales
- From the Filter, set the date range and other filters that you may want, then click Apply
- From the Type, choose Estimates
- Finally, click on the Export to Excel icon
Purchase Orders
- Choose Expenses from the left side menu
- From the Filter, set the date range and other filters that you may want, then click Apply
- From the Type drop-down menu, choose Purchase Order
- Finally, click on the Export to Excel icon
Customer Statements
- Choose Sales from the left side menu, then All Sales
- From the Filter, set the date range and other filters that you may want, then click Apply
- From the Type drop-down menu, choose Statements
- Finally, click on the Export to Excel icon
Attachments
- Choose Settings from the toolbar
- From the Lists, choose Attachments
- Select the attachments you would want to export
- Choose the Batch Actions, then click on Export
Recurring Templates
- From the left-side menu choose Reports
- Search for the Recurring Template List report
- Click on the Export icon
Chart of Accounts
- From the left-side menu choose Reports
- Search for the Account List
- Click on the Export icon, then Export to Excel
Products and Services
- From the left-side menu choose Sales, then Products and Services
- From the More drop-down menu, choose Run report
- Click on the Export to Excel icon
How do I then import my data to Wafeq?
To import your data into Wafeq, follow the steps in this article.