Migrating from QuickBooks

Bring your accounts, customers, vendors, and transaction history over, and check the balances before you rely on them.

What comes over

Export your QuickBooks Online file and Nummio reads your accounts, customers, vendors, and transaction history from it. If you'd rather work from a spreadsheet, a generic CSV import walks through the same steps.

Mapping your accounts

You'll see a mapping screen pairing each QuickBooks account with an account in your new chart of accounts. Every mapping is yours to adjust before anything moves forward — nothing here is a guess you can't see.

Check the numbers before you commit

A dry run shows you the resulting trial balance before anything is real, so you can see the shape of the import first. Committing produces a reconciliation report comparing your QuickBooks ending balances to what landed in Nummio, account by account. A $0.00 total difference is the result you're after — if something doesn't match, it's listed on the report, never silently absorbed.

Migrated history posts through the same engine as everything else you do in Nummio. There's no separate, less-checked path for old transactions — if it's in your books, it went through the same posting rules a transaction created today would.

You don't have to migrate everything at once

You can start fresh and bring your QuickBooks history in later. Activating your account doesn't require the import to be finished first.