Start fresh or move your old books
Pick Start fresh for a new company with no history. Pick Move my books to bring your full history from another tool, with every month-end checked to the cent.
In Accountable: Move your booksUpdated September 29, 2026
Steps
Step 1: After you set up a company, Accountable asks How do you want to start?
Step 2: Pick Start fresh for an empty set of books. You go to Home, and connect your banks next.
Step 3: Or pick Move my books, choose your old tool under From (Digits, QuickBooks, Xero, Kick, Puzzle, Pilot, Zeni or Spreadsheet) and press Continue.
Step 4: If you leave half-way, press ⌘K and choose Move books from Digits, QuickBooks or a spreadsheet, then Pick up your move where you left off.
Good to know
- Moving is free, and no one at Accountable touches your books unless you ask us to move you.
- Starting fresh now doesn't stop you from moving history in later.