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Move your books from your old tool, history included

Export one file from Digits, QuickBooks, Xero, Puzzle, Kick, Pilot or Zeni. Accountable rebuilds your books and proves every month-end matches to the cent.

  1. How moving your books worksUpload your old tool's general ledger or connect it. Accountable rebuilds your history, proves every month-end to the cent, and goes live only when you say so.
  2. Move your books from DigitsIn Digits, download the ledger as CSV from the Ledger tab (or the Financial Package), then upload it to Accountable's move. Every month-end is checked against Digits' own numbers.
  3. Move your books from QuickBooks OnlineRun the General Ledger report in QuickBooks for all dates with debit and credit columns, export it to Excel, and upload it with the Account List. History included, free.
  4. Move your books from XeroRun Xero's General Ledger Detail report for your whole history, export it to Excel, and upload it with the chart of accounts. Every month-end is checked against Xero.
  5. Move your books from PuzzleIn Puzzle, open Downloads and export General Ledger (detail) as CSV with the Chart of Accounts, then upload both to Accountable's move.
  6. Move your books from KickIn Kick, open Accounting › General Ledger, set the date range to your whole history and download it as .xlsx, with the trial balance by month for the proof.
  7. Move your books from PilotPilot keeps your books in QuickBooks Online. Ask Pilot to make you primary admin of that QuickBooks file, then export the General Ledger from QuickBooks and upload it.
  8. Move your books from ZeniZeni runs your books in QuickBooks Online Plus. Ask Zeni to transfer master admin of that file to you, then export the General Ledger from QuickBooks and upload it.
  9. Move your books from any general ledger or spreadsheetAny general ledger with a date, an account, and debit and credit columns works, as CSV or Excel up to 30 MB. Pick Spreadsheet as your old tool and upload it.
  10. How the month-end proof worksAccountable checks every month-end, account by account, against your old tool and your statements. A month ties only when the difference is exactly $0.00.
  11. Go live with your moved books, or undo the moveNothing is in your books until you press Go live. After that you can undo the whole move for 30 days; your own changes since then stay.
  12. Ask us to move your books for freeTell us where your books are and we move them for you within one business day, with the same month-end checks. You approve before anything goes live.
  13. Keep a copy of your books in your CPA's QuickBooksThe QuickBooks mirror copies your Accountable books into a QuickBooks Online file your CPA already uses. It is one way: nothing comes back.

Still stuck? Ask Melinda.

Melinda is Accountable's AI support. She answers in minutes, in the app or by email at support@accountable.im, and hands anything she can't answer to a person, who replies within 1 business hour.

Email Melinda