Migrate Your Whole Accounting Catalog in Minutes.

Import customers, payment methods and your chart of accounts straight from QuickBooks Online — no CSV wrangling, no manual re-entry.

Overview

Moving to a new field service management platform should not mean tedious re-entry or messy spreadsheet imports. The built-in data import hub initializes your workspace in one pass — existing customers, the active chart of accounts and accepted payment methods — and from then on new accounts and tender types stay in step across both systems.

Fast-track import

Three importers, one click each

Customers — existing records pull straight into your CRM.
Chart of accounts — income, asset, liability and expense accounts become selectable in operational settings immediately.
Payment methods — every active tender loads in: cards, cash, bank checks and ACH channels.

Import data hub

Customers 1,284Imported

GL accounts 96Imported

Payment methods 7Imported

0 duplicates created · names and emails cross-referenced

Validation & deduplication

Customers need a first and last name, a valid 10- or 11-digit phone, an email and a billing address. The dedupe engine cross-references names and emails, and re-running an import only pulls net-new records.

Two-way configuration

Create a GL account or payment method from the platform and it appears in QuickBooks Online in real time. Refresh your list of GL accounts in this platform to pull down any updates your accountant may have made.

Protected 1-to-1 connection

A protected one-to-one company connection prevents financial records from being sent to two different companies within QuickBooks Online.

How it works

Connect your QuickBooks Online account on the secure integration settings page.

Open the import data hub and run the customer, GL account and payment method importers.

Review the populated catalog and map your default sales, inventory and liability accounts from dropdowns.