Accountable
Sign inStart free

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. Move your books to AccountableConnect your old tool or upload its general ledger. Accountable rebuilds your history, checks every month-end to the cent, and goes live only when you say so.
  2. Move your books from DigitsPress Connect Digits and sign in, or upload Digits' ledger CSV and Financial Package. Every month-end is checked against Digits' own numbers to the cent.
  3. Move your books from QuickBooks OnlineExport the General Ledger for all dates with debit and credit columns, plus the Account List, and upload both. Every month-end is checked to the cent.
  4. Move your books from XeroPress Connect Xero and sign in, or upload General Ledger Detail with a Trial Balance by month. Every month-end is checked against Xero to the cent.
  5. Move your books from other accounting softwareExport the general ledger and a trial balance by month from any tool, as CSV or Excel up to 30 MB, and upload them under Spreadsheet. Every month-end is checked.
  6. Move your books from spreadsheets and bank statementsUpload opening balances and your journal entries as CSV or Excel. Import bank and card statements into their accounts. Opening balances post the day before you start.
  7. What moves to Accountable, and what doesn'tYour chart of accounts, every transaction, vendors, customers and month-end balances move. Receipts, bank connections and most rules stay behind; the list says which.
  8. 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.
  9. 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.
  10. 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.
  11. 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.
  12. 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.
  13. 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.
  14. 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