QuickBooks Online
Use an authorized, verified connection or supported export; preserve the selected company’s accounting authority.
Supported accounting sources
Import the accounting the customer already has.
Charts, trial balances, detailed ledgers, opening balances, financial reports, and tax facts are not interchangeable. Support is version- and country-specific where applicable.
QuickBooks Desktop
Use separately tested desktop exports or connector capabilities.
Quicken
Import supported report exports and tested transaction formats while preserving accounts, categories, tags, transfers, and personal/business separation.
Sage 50 / Peachtree
Use version- and country-specific export mappings for accounts, balances, transactions, and relevant job information.
Sage 100 / MAS 90 / MAS 200
Use an approved, tested export or connector path for the actual installation.
CSV or Excel export
Detect the file structure and guide field/account mapping without executing formulas or macros.
Financial-statement PDF
Extract source-reported financial facts and preserve the original statement.
Business tax return
Extract supported business and financial information into the reviewed foundation.
Manual setup
Create a proposed chart and opening-balance workflow using approved templates and supplied evidence.