Import from QuickBooks Online

In Company → Migrate from QuickBooks, click QuickBooks Online and choose Lists and open balances or Full history. The numbered steps change to match: they list exactly which exports to make and where QuickBooks Online keeps them.

For lists and open balances you need the chart of accounts (Settings → Chart of accounts → Run report → Export → Export to Excel), the customer, vendor and product lists (the Export icon above each list), and the Trial Balance, Open Invoices and Unpaid Bills reports, each as of your start date. The Sales Tax Liability Report, Estimates by Customer and Open Purchase Order Detail are optional extras.

Full history also needs the Journal report for the period and Trial Balances for the day before it starts and for its last day. Sales by Customer Detail brings past invoices with their item lines. Payroll Details, the Recurring Template List, Budget Overview, Transaction Detail by Account (with the Cleared column) and the attachments .zip bring payroll, recurring templates, budgets, reconciled status and receipts.

Select all the exports at once, or the .zip they came in. File names don't matter: AcboBooks reads each file's contents. The table shows what each one was recognized as, its date and how many rows it holds. A file shown as Not used wasn't recognized; Remove takes a file out.

Under the date, a red Still needed before importing box lists any export that is missing, and a blue box explains what will happen, for example that this year's income and expenses come across inside Opening Balance Equity in lists mode. Load more files at any time; they are added to the list.

The preview below shows the accounts, customers, vendors, items, open invoices, open bills and tax rates that will be created. Compare the open A/R and A/P with QuickBooks Online's reports, then click Import into AcboBooks.

The summary counts what was created and shows the Data check. Open the notes for details such as payment terms set from open documents.