Import accounts and balances from QuickBooks Online

Current limitations

You can import up to 1,000 accounts at a time from QuickBooks Online.
The import brings in cumulative balances (including beginning balances), therefore we recommend only using this feature for annual clients. Importing period balances from QuickBooks Online will be released in the future.

Import from QuickBooks Online

Connect to QuickBooks Online via the
Integration
tab on the
Setup
Contacts
screen, or the
Setup
Clients
screen.
Select
Import
, then
QuickBooks Online
in the
Trial Balance
screen to begin the import process.
note
If you haven’t yet established a connection to QuickBooks Online, a separate browser window will open so that you can do so, prior to starting the import.
Step 1:
Options – Set your options for the import.
note
The Accounting method and the Accounts to Include options are retained and available by default the next time that you import from QuickBooks Online for each contact.
The Destination Posting Period corresponds to the Period settings that have been set up for the contact in Onvio.
Select
Next
.
Step 2:
Map Accounts – Add QuickBooks Online accounts as new, or map to existing accounts.
note
Onvio matches accounts from QuickBooks Online based on the account number and/or account description to existing accounts in the contact's trial balance. If a match can't be found it can be added as a new account. You can also map accounts imported from QuickBooks Online manually.
The Account Type column is used as a reference to assist you in mapping the QuickBooks Online accounts with the corresponding account in Onvio. The Account Types are also used to populate the account classification and tax grouping codes automatically in Step 3.
Step 3:
Define Data – Review the data to be imported.
Verify your data from the QuickBooks Online import, and then select
Finish Import
. Everything except the Unadjusted Balance column can be modified in Step 3.