QuickBooks Import
Bring over chart of accounts, customers, vendors, and open balances.
QuickBooks Online
Connect your company file, then import masters and open transactions into LedgerTrack.
- • Chart of accounts → LedgerTrack accounts
- • Customers & vendors with open balances
- • Invoices, bills, and payment history
- • Job / class mapping for contractor costing
Import checklist
- 1Confirm fiscal year start matches QuickBooks
- 2Map income accounts to service vs materials
- 3Tag historical invoices to jobs where possible
- 4Reconcile opening AR/AP after first sync
Import history
| Started | Completed | Status | Records | Notes |
|---|---|---|---|---|
| Jun 1, 2026 | Jun 1, 2026 | completed | 428 | Chart of accounts, customers, vendors |
| Jun 15, 2026 | Jun 15, 2026 | completed | 91 | Open invoices & bills |