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# Import from QuickBooks Online

Moving from QuickBooks Online means bringing two things across: your chart of accounts (the list of accounts your money is sorted into) and your transaction history. With both, every account starts in BooksGPT at the balance it had in QuickBooks, and your reports carry on where QuickBooks left off.

When you connect QuickBooks, BooksGPT checks its own work: it compares every account balance with QuickBooks' trial balance, so you can see the books came across whole. Nothing is ever written back to QuickBooks.

There are two ways in. Most people connect QuickBooks directly. If you already have a General Ledger export, you can upload that instead.

|| Only the workspace owner or a bookkeeper can import, because an import changes the books everyone in the workspace sees.

## Connect QuickBooks (recommended)

1. Open **All pages** in the left sidebar, then click **Setup** and **[Integrations](https://app.booksgpt.ai/go/integrations)**.
2. On the **QuickBooks Online** card, click **Connect QuickBooks**.

![The Integrations page, with Connect QuickBooks on the QuickBooks Online card](https://booksgpt.ai/help/integrations/integrations-page-2026-10.png)

3. The window lists what comes over. Click **Connect to QuickBooks**.
4. Sign in to Intuit and pick the company whose books belong in this workspace.
5. Back in BooksGPT, check the company name at the top of the window.
6. Under **How far back should we import?**, keep **All time** unless you have a reason not to. Full history means every balance starts from the right number.
7. Click **Import my books**.

![The import window: what was found in QuickBooks, How far back should we import?, and Import my books](https://booksgpt.ai/help/ai-qbo-import/choose-company-fiscal-year.png)

The same **Connect QuickBooks** link sits on the Import page under **Other ways in**, and Copilot offers it if you ask.

For what each range means, what to do while a large history imports, and how to reconnect later, see [Integrations: connect QuickBooks Online](https://help.booksgpt.ai/en/article/integrations-connect-quickbooks-online-1rktpgw/).

## Or upload a General Ledger file

Use this when you already have a QuickBooks Online export, for example one your accountant sent.

1. In QuickBooks Online, run the **General Ledger** report for all dates.
2. Track Classes or Locations? Customize the report and turn on the **Class** and **Location** columns. BooksGPT brings them across as dimensions.
3. Export it to Excel or CSV.
4. In BooksGPT, open **All pages**, then click **Setup** and **[Import](https://app.booksgpt.ai/go/import)**.
5. Drop the file on **Drop your books export here**, or click **Choose file**.
6. Read the preview. It shows how each account will be typed and whether the file's debits and credits balance.
7. Click **Import N accounts** (the button counts your accounts).

![The Import page: Drop your books export here, and Other ways in with Connect QuickBooks](https://booksgpt.ai/help/import-wizard/import-page-2026-10.png)

For reading the preview and choosing account types, see [Import your books from a file](https://help.booksgpt.ai/en/article/the-import-wizard-drop-a-file-and-check-it-reconciles-19p3vy/).

## What your books now say

Your Balance Sheet and Profit & loss now show the same figures QuickBooks shows for the imported dates. To be sure, open the Balance Sheet and compare it with QuickBooks on the same date.

Two things you can bring across next:

- Open invoices: [Pick invoices to import from QuickBooks](https://help.booksgpt.ai/en/article/pick-invoices-to-import-from-quickbooks-1osaa40/).
- Receipts and attached files: [Bring your QuickBooks receipts and attachments across](https://help.booksgpt.ai/en/article/bring-your-quickbooks-receipts-and-attachments-across-1mefhw3/).

## If something goes wrong

- **You uploaded a Trial Balance.** A Trial Balance brings in opening balances only, with no history. For your history, upload the General Ledger instead.
- **You have a .QBO file.** That is a bank download, not your books. On the Import page, use **Upload transactions** under **Other ways in**.
- **Classes are missing after a file import.** The export did not have the column. Turn on the **Class** or **Location** column in QuickBooks' General Ledger report, export it again, and upload the new file.

On QuickBooks Desktop instead? See [Import from QuickBooks Desktop](https://help.booksgpt.ai/en/article/import-from-quickbooks-desktop-1fl2gdy/).