Smartest Finance Data ManagementThe fastest way to import & export data into QuickBooks Online
Upload thousands of transactions in minutes. No coding, no manual entry, no more weekend closes. Built for accountants, bookkeepers, and finance teams who live in QuickBooks.
A real connection to QuickBooks — not a workaround
Every record you import or export moves through Intuit’s official Accounting API, authorized the same way QuickBooks itself expects.
Built on QuickBooks' official API
Every import and export runs through Intuit's own Accounting API — no scraping, no workarounds.
Secure OAuth 2.0 connection
We never see or store your QuickBooks username or password. Revoke access anytime, from either side.
Real, two-way sync
Push data in, pull data out — Chart of Accounts, Customers, Vendors, and every transaction type stay current.
23 transaction types supported
From Journal Entries to Bill Payments — the full range of what QuickBooks Online can record.
One workflow, every QuickBooks operation
Replace hours of manual entry and a folder of half-finished spreadsheets with a single, validated workflow.
Bulk import
Drop in a spreadsheet of invoices, bills, journal entries, or any of 23 transaction types — mapped and posted in one pass.
Bulk export
Pull any date range of QuickBooks data back out to Excel or CSV for reconciliation, audits, or reporting.
Bulk updates
Update thousands of existing records at once — match by document number or internal ID, your choice.
Automation
Auto-create missing vendors, customers, classes, and accounts on the fly, governed by rules you control.
Live preview
See exactly what will post before it posts. Every row, every field, validated against your live company file.
Error validation
Catch missing accounts, bad references, and mismatched vendors before they ever touch your books.
Activity logs
Every import and export is recorded — who ran it, what changed, and a one-click link straight to QuickBooks.
Ready-made templates
Start from a pre-built Excel template for every supported transaction type — no blank-page guesswork.
Plans that scale with your client list
Every plan includes unrestricted export and delete. Pick the tier that matches your team size.
Basic
For solo bookkeepers just getting started
- Import (Unrestricted)
- Export (Unrestricted)
- Delete (Unrestricted)
- 1 Connected Company
- Up to 3 Users
Professional
For growing firms managing multiple clients
- Import (Unrestricted)
- Export (Unrestricted)
- Delete (Unrestricted)
- 2 Connected Company
- Up to 5 Users. Additional users can be added with fees
Enterprise
For large teams and high-volume operations
- Guided Set Up
- Complete configuration and migration
- Implementation of workflows and rules
- Dedicated Priority Support
Finance teams get their afternoons back
“We migrated eleven client files into QuickBooks Online in a single afternoon. What used to be a two-week manual re-entry project is now a Tuesday.”
“The preview step alone has saved us from at least a dozen posting mistakes. I can see exactly what's about to hit the ledger before I confirm anything.”
“Working with credit cards, bills, bank transactions used to eat a lot of days every month-end. Now it's automated, reconciled, and I'm reviewing exceptions instead of typing rows.”
Questions, answered
All the core types: Journal Entries, Invoices, Bills, Estimates, Credit Memos, Sales Receipts, Refund Receipts, Purchase Orders, Vendor Credits, Checks, Cash Expenses, Credit Card Charges, Deposits, Transfers, Payments, Bill Payments, Time Activity, plus list data like Accounts, Customers, Vendors, Employees, Classes, and Products & Services.
Stop retyping what QuickBooks already knows
Start your free 14-day trial — every plan includes unlimited exports from day one.