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QuickBooks Desktop Import

Tired of QuickBooks? Bring everything with you - including your complete invoice and bill history with all payments matched. Most migration tools skip this. We don't.

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Advanced Transaction Import

Most accounting software can import a chart of accounts. BizBooks Pro imports your complete transaction history - every invoice, every customer payment, every vendor bill, every bill payment - with proper matching and A/R & A/P balances intact.

✓ Customer Invoices ✓ Customer Payments ✓ Vendor Bills ✓ Bill Payments

Switch Without Starting Over

The biggest barrier to switching accounting software is your existing data. Years of transactions, carefully organized accounts, customer balances, vendor balances - losing this history means starting from scratch. BizBooks Pro's QuickBooks import lets you bring it all with you.

1

Export from QB

Run "Transaction List by Customer" and "Transaction List by Vendor" reports, export as CSV

2

Upload to BizBooks

Drop your files into the import wizard - handles multiple files at once

3

Map & Import

Smart auto-mapping matches accounts. Preview before importing.

What Gets Imported

Chart of Accounts

All your accounts with numbers, names, types, and hierarchies. Sub-accounts preserved.

Customers & Vendors

Names, addresses, contact info, and payment terms. Automatically created from transaction data.

Customer Invoices & Payments

Complete A/R history: Every invoice with line items, every payment matched to the correct invoice. Outstanding balances calculated automatically.

Vendor Bills & Payments

Complete A/P history: Every bill with expense allocations, every payment matched correctly. Know exactly what you owe each vendor.

💡 Why This Matters

Without transaction-level import, you'd need to manually recreate every invoice and bill, or start with a lump-sum "beginning balance" that loses all your history. With BizBooks Pro, you get real aging reports, accurate customer/vendor histories, and complete audit trails from day one.

Smart Auto-Mapping

BizBooks Pro recognizes QuickBooks account types and maps them automatically. Assets, Liabilities, Equity, Income, Expenses - each gets assigned to the correct category. Review the mapping before import, adjust if needed, then import with confidence.

Common Questions

How long does import take?

Most imports complete in under 5 minutes. Large files with thousands of transactions may take longer.

Will my account numbers be preserved?

Yes. Account numbers from QuickBooks are imported as-is. You can adjust them afterward if needed.

What QuickBooks versions are supported?

Any version that can export to CSV or IIF format - QuickBooks Desktop (all editions), QuickBooks Online, and QuickBooks for Mac.

Can I import partial data?

Yes. Import just your chart of accounts, or just customers, or any combination you need.

Ready to Make the Switch?

Start your free 30-day trial. QuickBooks import included in all plans.

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