Integrations & imports
What AcboBooks reads and writes
AcboBooks works with files rather than connected apps: it imports what QuickBooks and your bank export, and writes the Excel, PDF and bank and payroll files you send on. Here is the full list, and what it does not connect to.
Bring your books in
Imports
Every import makes a backup first and shows you what it found before anything is posted. Moving from QuickBooks? Start with the migration page and the moving checklist.
QuickBooks® Desktop
IIF export or the live pull
Load the IIF file QuickBooks Desktop exports (any edition, any year) for your lists, or pull lists, account balances and open invoices, bills and credit memos straight from QuickBooks Desktop 2019 or later on the same PC through Intuit's own on-device SDK.
QuickBooks Desktop full history
An optional full-history mode for the live pull brings past transactions as well as lists and open balances, so registers and reports cover earlier periods.
QuickBooks Online
QuickBooks Online has no company file to download, so AcboBooks reads its Excel and CSV exports, or the .zip they come in, and shows what each file was recognized as before anything is imported. Lists and open balances, or full history. US and Canadian companies.
Lists from a spreadsheet
CSV
Customers, vendors or service items from any CSV file with a header row. Columns are matched from the headings; a name column is all it needs.
Live bank feeds
Through Plaid
Connect most US and Canadian banks and credit cards on your bank's secure page (by Plaid). New transactions come into Bank Feeds when you click Update, ready to match or add. Needs an activated licence; included the first year, then with a yearly plan.
OFX Direct Connect
Where your bank offers it
Some banks let software download statements directly, often after you enroll and sometimes for a fee. Enter the bank's OFX details once and click Download when you want new lines. Your bank password is used for that download only and never saved.
Send it out
Exports, email and payments
Excel and CSV
Every report exports to Excel (.xlsx) or CSV from one dialog, with your report header on top. Excel totals are live SUM formulas, so your accountant can work with the figures.
PDF and printing
Save PDF is built into invoices, statements, reports and slips, with no PDF printer to install. Anything prints through the normal Windows print dialog, and cheques print on voucher or three-per-page stock.
Email, through your own program
Request Payment and statement emails open a ready-written message in your default email program, addressed to the customer with the amount and due date. Attach the PDF you saved and send it from your own address.
Card payments with Stripe
Your own Stripe account
Add your Stripe key in Company Settings and Pay by Card… creates a Stripe payment link for an invoice's balance. Check Card Payment records the payment once the customer has paid. Stripe's own fees apply; we take nothing.
Payroll and tax
Files for your bank and the tax agencies
AcboBooks writes the file; you upload it to your bank or the agency's website. Check every file before you submit it.
Direct deposit files
NACHA (US) · CPA-005 (Canada)
Writes the bank file you upload to your bank's business banking: NACHA ACH for US banks, Payments Canada Standard 005 for Canadian banks. Each file is read back and checked against the posted net pay.
W-2 EFW2 file
For SSA Business Services Online
The electronic W-2 file in the SSA's EFW2 format, to upload yourself. Validate it with the SSA's free AccuWage tool first.
1099-NEC, T4A and T5018
Contractor slips per vendor, saved as PDF to print and mail or to copy into the IRS or CRA filing service.
T4 XML
For CRA Internet File Transfer
T4 slips and the T4 Summary as the CRA's XML file, to upload through Internet File Transfer. A T4 worksheet for each employee is also available as a PDF.
ROE Web file
Service Canada
A Record of Employment payroll extract file (.BLK) for ROE Web, with the reason code, insurable hours and earnings by pay period, so ROEs arrive as drafts to review and submit.
RL-1 worksheets
Revenu Québec
RL-1 figures per employee as a worksheet (CSV) to copy into Revenu Québec's forms. There is no RL-1 XML export.
To be clear
What AcboBooks does not connect to
An app marketplace or API
AcboBooks does not connect to other apps such as online stores, point-of-sale systems or CRMs. Bring their data in as a bank file or CSV.
E-filing and tax payments
It prepares forms, worksheets and files. You file and pay through the IRS, SSA, CRA or state and provincial websites, or your accountant does.
Cloud sync
Your company file stays on your computer. Several people share it over the office network, not through our servers.
Installed from the Microsoft Store, AcboBooks updates through the Store. What your PC needs is on the system requirements page.
Questions
Integrations FAQ
Does AcboBooks connect to my bank?
Can I import my QuickBooks Desktop company?
Can I move from QuickBooks Online?
Does it send invoices by email?
Can customers pay an invoice by card?
Does it file payroll taxes or returns for me?
Can my accountant get the data?
QuickBooks® is a registered trademark of Intuit Inc. Stripe is a trademark of Stripe, Inc. AcboBooks is not affiliated with, endorsed by, or sponsored by either company.
Get started
Your books, on your desk, this afternoon.
Download, open the sample company or import your own, and watch the ledger balance.
No card. No account. Nothing to cancel.