Chart of accounts
Every account, sub-account and account number preserved one-to-one.
QuickBooks integration
What QuickBooks data lands in YionStack, and how.
Connect QuickBooks Online through OAuth, review the suggested mapping, and run a one-way import into your YionStack business. UK VAT codes and MTD submission history come across; new returns file from YionStack on the same registration.
Quick facts
- Status
- Live OAuth
- Direction
- One-way import
- Connection
- OAuth (no password shared)
- Residency
- UK (europe-west2)
- Records
- 7 types
What lands in your business
The records that come across.
Customers and vendors
Both sides of the contact ledger collapse into the unified contacts table.
Sales invoices
Open, paid, partially paid — with line items, line VAT and PDF attachments.
Bills and bill payments
Vendor bills, credit memos and the bill payments that cleared them.
Bank transactions
Twelve months of reconciled bank lines come across as historical context.
Journal entries and classes
Manual journals preserved with full line-level detail; classes map to YionStack tags.
MTD VAT submission history
Past MTD VAT returns and HMRC submission receipts come across as historical filings.
What stays where it is
Honest scope.
- —Live bank feed connections — re-authorised through Open Banking under your YionStack consent.
- —Payroll runs — moved separately through YionStack Payroll onboarding to keep HMRC year-to-date figures correct.
- —Saved reports and budgets — re-authored once inside the YionStack reporting layer.
- —Time tracking and timesheets — handled by the YionStack attendance and projects modules.
- —Third-party app data (receipt-capture apps, expense apps) — brought across via the file Import surface.
Your next operating chapter
Ready to bring your QuickBooks data across?
One-way copy by default. Run YionStack alongside the old stack and migrate at your own pace.
- No credit card
- 14-day free trial
- Cancel anytime