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Import from QuickBooks using CSV

Run Transaction Detail by Account in QuickBooks Online, export to Excel, save as CSV, then upload in xontax.

This section is only about the CSV upload path in Settings. Elsewhere on this site we also describe automatic pulls from your old package where we ship that—those are separate from the manual export steps here.

Export your general ledger from QuickBooks Online

  1. In QuickBooks Online, click Reports in the left sidebar.
  2. In the search box, type Transaction Detail by Account and select the report.
  3. Set your date range to cover all history you want in xontax.
  4. Click Customise, then in the Rows/Columns section set Group by to None — this removes subtotal rows that would break the import.
  5. Under the column settings (the gear icon), make sure Debit and Credit columns are both enabled.
  6. Click the Export icon at the top of the report and select Export to Excel.
  7. Open the downloaded file in Excel or Numbers, then save it as a .csv file.
  8. Upload that .csv file in xontax.

Import the CSV files in xontax

  1. Open xontax in your browser and sign in.
  2. Go to Settings, then open the legacy bookkeeping import section. Click Choose file and select your export — xontax accepts .csv, .txt, and .zip files.
  3. Upload each CSV in turn when the product asks for it. If column headers differ from our template, map columns on screen before confirming the import.
  4. When you have both a journal file and open sales or purchases lists, upload the journal export first if you can—it is usually the clearest anchor for historic postings; invoice or bill CSVs may need an extra mapping pass.
  5. Review imported lines in your ledger after processing finishes. Fix categories or dates in xontax if anything looks off.

Further reading

Open import in xontaxAll import guides