Migrating from another system (QuickBooks, Xero, Sage and more)

Guided import from 23 systems, with a balance proof before anything is committed.

Migrate → Start.

Guided import for 23 systems including QuickBooks (Online and Desktop), Xero, FreshBooks, Zoho Books, Wave and Sage, plus a generic CSV route for anything else.

What works today, plainly. The engine — mapping, validation, a trial run, the balance proof, accept and undo — is real and tested. Two products are read straight from their own files: QuickBooks Desktop (.IIF export files) and GnuCash (the .gnucash book) — see Bringing your books from QuickBooks Desktop (IIF) or GnuCash. Every other system is fed through the universal CSV kit (templates for the chart of accounts, customers, vendors, items, open invoices, open bills, the GL journal and opening balances) or canonical JSON: export to CSV from the old product, load the kit. Direct connections (QuickBooks Online, Xero) and other native files (Sage .PTB) are still planned; the screen says so on each system rather than offering a button that does nothing. QuickBooks backup files (.QBB, .QBW) are encrypted and cannot be read — export to IIF instead. Bank statement files (CSV, OFX/QFX, QIF) are a separate, working path under Banking → Imports.

The order matters and is enforced: chart of accounts → contacts → items → open balances → historical transactions. Importing transactions before the accounts they post to is the usual way a migration goes wrong.

Mapping proposes a match for every incoming account and lets you correct it. Unmapped items block the import rather than landing in a suspense account you find in six months.

The balance proof: before anything is committed, the trial balance from your old system is compared against what the import would produce. Any difference is itemised. You approve the comparison, not a progress bar.

Reversible for 30 days: an import is a batch (Migration → Import batches) and Undo removes its documents and journal entries. Undo is refused once payments have been applied to imported documents (undo those first), after 30 days, or where an imported entry falls in a closed period — correct those with a journal entry instead. Accounts, contacts and items the import created stay, so you can tidy or deactivate them yourself.

Who can. Importing and undoing need permission to post to the books: a company administrator, or the module.accounting.create permission.