Move from QuickBooks Online
Bring your chart of accounts across from QuickBooks Online.
- In Settings › Integrations, open QuickBooks Online and choose Connect.
- Sign in to QuickBooks and allow access.
- AXO brings your chart of accounts into a preview.
- Check it and confirm.
- For opening balances, export a trial balance from QuickBooks as at your cut-over date and import it.
Note
QuickBooks has account numbers turned off by default. If yours are off, AXO gives each account a code based on its QuickBooks ID, and still places every account correctly in your reports.
Important
Connecting only reads from QuickBooks. AXO never changes anything in your QuickBooks company.
Connecting to QuickBooks Online needs the Professional plan or above.
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