Data Imports
Import bank statements, chart of accounts, or migrate from another system
Bank Statements
Upload CSV or OFX bank statement files. Preview transactions before importing.
Import bank transactions →
Chart of Accounts
Upload a CoA CSV to add or update accounts. See a diff before applying changes.
Import chart of accounts →
QuickBooks Online
Migrate contacts and accounts from a QuickBooks Online CSV export.
Use the Setup → Admin panel to access QBO migration.