Import from QuickBooks Online
Connect QuickBooks Online, map the chart of accounts and customers, and run the migration into YionStack. MTD VAT submission history comes across; new returns file from YionStack on the same registration.
In this guide
Migration- Steps
- 5
- Prereqs
- 3
- Pitfalls
- 3 common ones
- Related
- 3 guides
Walkthrough only — no setup wizard. The flow is exactly what you do inside YionStack today.
Before you start
- Master Admin or Company Admin access on the QuickBooks Online company.
- Owner role on the destination YionStack business.
- For QuickBooks Desktop, export to .IIF first and use the file Import surface instead of this live OAuth flow.
Steps
- 1
Open the migration workspace
Go to Migration → New migration. Pick QuickBooks from the live-connector list. YionStack opens the QuickBooks Online OAuth flow under your Intuit login.
- 2
Authorise the connection
Approve the YionStack app inside QuickBooks Online. Only the scopes needed for the import are requested (accounting read). The connection is revocable from Intuit or YionStack at any time.
- 3
Review the suggested mapping
YionStack reads your QuickBooks Online company and suggests where each account, customer, vendor and tax code lands in YionStack. Pay attention to the US-style account types — QuickBooks ships with both US and UK standard charts. The mapper picks the UK destination by default.
- 4
Run the import
Run the job. The migration dashboard shows live progress with per-entity row counts. MTD VAT submission receipts come across as historical filings attached to the relevant VAT period records.
- 5
Verify and start posting
Once the job completes, open Accounting → Trial balance and reconcile against QuickBooks’s trial balance at the same date. Resolve any flagged rows from the migration summary, then start posting new transactions in YionStack on the same VAT registration.
Common pitfalls
Customer vs vendor merge
QuickBooks keeps customers and vendors as separate ledgers; YionStack unifies them in the contacts table. If the same person is both a customer and a vendor (e.g. a freelancer you also pay), they collapse into one contact with both roles. Double-check the customer-vs-vendor balance after the import.
Sales tax vs VAT
QuickBooks Online for UK businesses uses VAT codes natively. If your company was on the US sales-tax engine by mistake, the migration cannot infer the UK VAT codes — convert in QuickBooks first or post-process in YionStack.
Classes used heavily for departments
QuickBooks classes map to YionStack tags one-to-one. If a class is really a project (a customer-funded engagement), elevate the tag to a YionStack project after the import so project P&L works.
Need a hand with this one?
If a step is missing or unclear, tell us — every guide is a working document we improve as customers ask.