Connecting Your Data

QuickBooks, trial balance uploads from any accounting system, and mapping.

1. Connecting QuickBooks OnlineConnect once, then bring in your chart of accounts and monthly trial balances whenever you choose.
2. Uploading a trial balance from any accounting systemExport from your accounting system to Excel or CSV, drop the files in, and review before anything is saved.
3. Departments and divisionsBreak your income statement out by department, from a Division column or a GL detail file.
4. How your accounts are mappedCategories and mappings decide where each account lands on your statements. Here's how they're set and changed.