Every QuickBooks operation, one workflow
From a single spreadsheet to a fully validated, revertible import — built for the way accounting teams actually work.
Import 23 transaction types
Journal Entries, Invoices, Bills, Estimates, Credit Memos, Sales Receipts, Refund Receipts, Purchase Orders, Vendor Credits, Checks, Deposits, Transfers, Payments, Bill Payments, Time Activity, and every list type — Accounts, Customers, Vendors, Employees, Classes, and Products & Services.
- Item-based and account-based lines, on the same import
- Bill Payments and Payments link straight to the invoice or bill they settle
- Match by document number or QuickBooks internal ID
Validate before anything posts
Every account, vendor, customer, class, and location reference is checked against your live company file before a single row is submitted — not after.
- Missing references flagged with the exact row and field
- Auto-create missing accounts, vendors, customers, classes, or locations — your call, per company
- Preview the full payload before confirming
Automate the repetitive parts
Set rules once — auto-create references that don't exist yet, apply default mappings, and skip known duplicates automatically.
- Per-company automation settings, not global
- Skip-duplicate detection by document number
- Scheduled recurring imports (Automate plan)
Revert with confidence
Made a mistake? Undo a single posted record or an entire import batch, with a live progress bar and a full audit trail.
- Per-row or full-batch revert
- Direct links into QuickBooks for every posted record
- Nothing is ever silently deleted — reverts are logged too
Export anything, anytime
Pull any date range of QuickBooks data back out to Excel, CSV, or JSON — unrestricted on every plan.
- All 25 transaction and list types supported
- Scheduled recurring exports for reconciliation workflows
- Full export history with one-click re-download
Built for teams, not just individuals
Invite your team, assign roles, and manage access per QuickBooks company — without sharing a single login.
- Role-based permissions: Admin, Manager, Viewer
- Sign in with your own Intuit account — no shared passwords
- Per-company access control for multi-client firms
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.
Stop retyping what QuickBooks already knows
Start your free 14-day trial — every plan includes unlimited exports from day one.