Move from QuickBooks or Xero with more of your records

Import data now takes more of what you bring from QuickBooks Online, Xero or a spreadsheet.

• Excel workbooks: every import type accepts an .xlsx workbook as well as a CSV file, with the same row and column limits. A worksheet over 150,000 cells, counting empty rows below the data, is too large to read as Excel; save it as CSV instead. QixCount reads the first worksheet and uses each formula's saved result without running it.
• Products and services: QuickBooks Online product and service lists and Xero item exports go into your item list, with prices, income and expense accounts and a taxable flag. Inventory items come in without stock tracking.
• Journal entries: balanced journals, such as this year's monthly totals, post through the normal journal path. Nonprofit journals carry a fund on every line. If your opening balances already include this year's income and expenses, importing this year's monthly totals as well counts them twice.
• Nonprofit opening balances: Nonprofit can import its opening trial balance coded by fund and net asset class, balanced within every fund.
• Larger files: open invoice and bill files now allow 5,000 rows. A file with more than 500 rows to add is added in the background while the import page shows the progress.
• Undo for every import: a finished import can be undone while nothing depends on what it added. Posted journals are reversed on their own dates, never deleted.
• A move checklist: Import data shows the import order, where each step stands, and a Books check that receivables and payables agree with your open invoices and bills.

Start with Plan your move, and see what to export.