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QuickBooks Desktop Import

Moving away from QuickBooks? Migrate everything -- your full invoice and bill history with every payment properly linked. Other migration tools leave this behind. Kantivo preserves it all.

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Full-Depth Transaction Migration

Importing a chart of accounts is table stakes. Kantivo goes further by bringing over your entire transaction history -- every invoice, customer payment, vendor bill, and bill payment -- with correct matching so your A/R and A/P balances carry forward accurately.

✓ Customer Invoices ✓ Customer Payments ✓ Vendor Bills ✓ Bill Payments

Transition Without Losing Your History

The main reason businesses hesitate to change accounting platforms is the fear of abandoning years of financial records. Meticulously organized accounts, open customer balances, vendor payment histories -- walking away from all of that means rebuilding from zero. Kantivo's import engine eliminates that risk entirely.

1

Export from QB

Generate your "Transaction List by Customer" and "Transaction List by Vendor" reports and save them as CSV files

2

Upload to Kantivo

Drag your export files into the import wizard -- it processes multiple files simultaneously

3

Map & Import

Intelligent auto-mapping aligns your accounts automatically. Review the preview, then confirm.

What Gets Imported

Chart of Accounts

Account numbers, names, types, and parent-child hierarchies all transfer intact. Sub-accounts remain properly nested.

Customers & Vendors

Contact details, addresses, and payment terms carry over. Records are auto-generated from your transaction data.

Customer Invoices & Payments

Full A/R continuity: Each invoice with its line items and every associated payment linked to the right document. Open balances are computed on import.

Vendor Bills & Payments

Full A/P continuity: Every bill with its expense allocations and each payment matched to the correct obligation. Outstanding vendor balances are immediately visible.

💡 Why This Matters

Without transaction-level migration, you would either re-enter every invoice and bill by hand or start with a flat opening balance that erases all historical context. Kantivo gives you real aging reports, detailed customer and vendor histories, and a complete audit trail starting on day one.

Intelligent Account Mapping

The import engine identifies QuickBooks account classifications and assigns them to the corresponding Kantivo categories automatically -- Assets, Liabilities, Equity, Income, and Expenses. You can review and adjust every mapping before committing, so nothing lands in the wrong place.

Common Questions

How long does the import process take?

The majority of imports finish within a few minutes. Larger files containing thousands of transactions may require additional time.

Are my account numbers retained?

Yes. Account numbers from QuickBooks transfer exactly as they are. You can rename or renumber them afterward if needed.

Which QuickBooks editions are compatible?

Any edition capable of exporting CSV or IIF files is supported -- QuickBooks Desktop (all versions), QuickBooks Online, and QuickBooks for Mac.

Can I import only part of my data?

Absolutely. You can import just the chart of accounts, only customers, only vendors, or any combination that suits your needs.

Ready to Move Forward?

Begin your free 30-day trial. QuickBooks import is included with every plan.

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