Importing from QuickBooks Online or CSV

From QuickBooks Online

1. 1Go to Import and choose QuickBooks Online. You need to be a Company admin.
2. 2Sign in to Intuit and pick the company to connect.
3. 3Start the import. It runs in the background and brings over your lists and transactions; you can keep working while it runs.
4. 4When it finishes, MitoBooks compares every account with QuickBooks' Trial Balance. If some differ (usually payroll or inventory cost, which QuickBooks doesn't share), you can post one adjusting entry to match.
5. 5Once every account matches, MitoBooks disconnects from QuickBooks on its own. Your imported books stay; the QuickBooks sign-in doesn't.

MitoBooks doesn't keep your QuickBooks connection. It's removed once balances match, when you click Disconnect, or 7 days after you connect, whichever comes first. To import again later, just connect again.

If your company has a closing date, importing transactions dated in the closed period asks for the closing password first.

From CSV files

Choose Customers, Vendors, Products & Services or Chart of Accounts, then upload a CSV with a header row. The page lists the columns it expects for each type. Rows with missing names are skipped and reported.

Opening balances

If you're starting fresh rather than importing, enter what you had on day one with a journal entry: bank balances, what customers owed you, what you owed, against Opening Balance Equity.