Switch from QuickBooks
Bring your chart of accounts, past entries and statements with you. Each kind of file has its own place to import it, and every import can be undone.
Export from QuickBooks
Download your chart of accounts and your journal entries from QuickBooks Online as CSV files. Our help page shows where each one is.
Set up your property in Building Record
Enter the address and units once. [BRAND] uses this to tie every transaction to a property and unit.
Import your files
Chart of accounts, journal entries, bank statements and property manager statements each have their own tab. If your company tracks properties with Class or Location in QuickBooks, [BRAND] sees which one from the file.
Check and keep going
Review what came in, fix anything with a click, and carry on from your bank statements. If a bank account was connected to QuickBooks, its bank activity is not in the QuickBooks export, so bring that account's statements in directly.
We recommend importing CSV files rather than connecting a bank directly. If you do use a connection later, check the entries before you rely on them.