Category: QuickBooks

Are you thinking of switching from QuickBooks to Seller Ledger but are worried about losing historical data? Well, it turns out that we have started making it easy to take your QuickBooks transaction information and bring it over.

Mileage trips

We just built a simple tool to import all of your QuickBooks mileage history into Seller Ledger. All you need to do is export your trip history in a CSV format. Working with a customer recently, we found that the QuickBooks mileage file contains the following columns:

• Date
• Type
• Trip Purpose
• Vehicle
• Start Address
• End Address
• Distance
• Deduction
• Logging Method

Now, because Seller Ledger is designed for small businesses who file a Schedule C, we don’t require as much information to be tracked. For example, we only care about “Business” trips, so don’t ask for a “Type” value (e.g. Business or Personal.) We also don’t ask you which vehicle you’re using. In fact, we only require the minimum information necessary to calculate your IRS standard mileage deduction:

• Trip date
• Description
• Distance

Seller Ledger knows the right mileage rate based on your trip date, and we let you decide how you wish to calculate the distance drive.

In fact, if you send us a CSV file that includes value for just those 3 columns, we’ll be happy to help upload the data for you.

Is this a feature?

At the moment, we don’t have this functionality as a customer-facing feature within the application. In fact, our customer support team built a simple tool using our recently introduced API (which stands for “application programming interface.) For any technical users who might be interested, we published a step-by-step tutorial on exactly how to build such a tool.

So if your want to switch from QuickBooks to Seller Ledger, and could use help with your mileage information, shoot us an email at [email protected] and we’ll be happy to help.

And stay tuned for future updates on other ways to help you switch:)