Importing from QuickBooks Online
Moving from QuickBooks Online (QBO) to AllMy Ledger works through Excel report exports. The process takes about 10 minutes.
Step 1: Export Reports from QBO
- Log into QuickBooks Online
- Go to Reports
- Run your Chart of Accounts, Trial Balance, and Transaction Detail reports
- For each report, click Export to Excel to download an XLSX file
- Save all XLSX files to the same folder
Format: AllMy Ledger imports XLSX files (Excel format) from QBO — not CSV. Use the "Export to Excel" option in QBO's report viewer.
Step 2: Import into AllMy Ledger
- Open AllMy Ledger
- Go to File → Import → From QuickBooks Online
- Select the XLSX files you exported
- Review the import preview
- Click Import
Step 3: Verify
After importing:
- Run a Balance Sheet in AllMy Ledger and compare to QBO
- Check bank account balances
- Spot-check a few invoices and transactions
Things to Know
- QBO exports may not include the same level of detail as QuickBooks Desktop in some areas
- Memorized transactions and recurring templates won't import — set these up manually
- Attachments and documents stay in QBO — they don't transfer
Need Help?
Having trouble with the import? Contact us with your QBO subscription level and a screenshot of any error. We typically respond within one business day.