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Integrations · Import wizard · Pricing
Import from QuickBooks Online
OmniLedgr can pull your existing QuickBooks data so you do not re-type vendors, categories, or months of transactions when you switch tools.
Before you start
- An active QuickBooks Online subscription (sandbox works for testing).
- A free or paid OmniLedgr account.
- Optional: run a QuickBooks backup in Intuit before large imports (recommended for production companies).
Step 1 — Connect QuickBooks
- Go to Settings → Integrations.
- Click Connect QuickBooks Online and sign in with Intuit.
- Select the company file you want to import from.
Step 2 — Run the import wizard
- Open Settings → Integrations → QuickBooks import.
- Choose a transaction start date (default: last 12 months).
- Select what to import: vendors, categories, bank registers, customers, transactions.
- Click Preview import to see counts and duplicates.
- Click Run import when ready.
What maps where
| QuickBooks | OmniLedgr |
|---|---|
| Vendors | Vendors + Payees |
| Income / expense / COGS accounts | Categories (chart of accounts) |
| Bank & credit card accounts | Bank & cash registers |
| Customers | Jobs (one job per customer name) |
| Purchases, deposits, expenses | Transactions (deduped by QuickBooks ID) |
Staged transaction import (optional)
If you want to assign jobs and categories before saving, use Transactions → Import → QuickBooks tab. That flow pulls transactions into a staging table for review, then saves in bulk.
Limits & tips
- Up to 1,000 records per entity type per run (Intuit API cap).
- Up to 500 transactions per pull in staged import; wizard uses the same transaction cap.
- Existing names are skipped automatically — safe to re-run.
- Balance-sheet accounts (assets, liabilities, equity) are not imported as categories.
- Sandbox testing: use a QuickBooks Online sandbox company in Intuit Developer to rehearse imports without touching production books.
Developers & self-hosted setup
- Full walkthrough with env vars and OAuth redirect URLs:
docs/product/QUICKBOOKS_IMPORT_TUTORIAL.mdin the repo. - Intuit sandbox credentials belong in
apps/web/.env— never commit real tokens. - After connecting, confirm
QUICKBOOKS_*vars load inside the web container on GMKtec.
Troubleshooting
- “QuickBooks is not connected” — reconnect under Integrations.
- Token expired — disconnect and connect again; OmniLedgr refreshes tokens automatically when possible.
- Empty preview — confirm the date range and that records are Active in QuickBooks.