Integrations / CSV & QBO Import
Moving in is a file drop.
Import customers, vendors, items, invoices, and bills from separate CSV/XLSX files. Bring bank transactions in through CSV/XLSX or bank files such as .qbo. Review the preview and results for each import.
CSV/XLSX for supported records
Import customers, vendors, items, invoices, and bills separately, using the supported fields for each record type.
.qbo for bank transactions
Web Connect files contain bank or credit-card activity, not customer lists, vendor lists, invoices, or a complete QuickBooks company.
Nothing silently dropped
Every row and every column is accounted for in the import report — landed, skipped, or flagged, with the reason.
No lock-in, either direction
Nothing is written until you confirm the preview, your file stays your file, and everything you import can be exported back out. Moving in shouldn’t mean being kept in.
The mapping screen
Your columns, our fields, one honest preview
CSV and XLSX exports name their columns differently — “Client,” “Customer Name,” “Bill To.” Bokeping suggests column mappings for you to review and previews the rows before import. Check required fields and any unsupported data before confirming. Structured bank files such as .qbo have a fixed format: Bokeping reads their transaction fields automatically, without custom column mapping.
- Column mapping guessed, then shown for approval
- A live preview of real rows before anything posts
- Unmapped columns with data are flagged, never dropped
- Cancel at any point — the books are untouched until you confirm
The import report
Every row gets a verdict, with a reason
When the import finishes, you don’t get a shrug and a spinner — you get a report. This many rows landed. These twelve were skipped as duplicates of rows you already have. These three were flagged, each with its row number and what was wrong: a date that isn’t a date, an amount with a stray character. Fix them in the file and re-run it, or enter them by hand — either way, you can verify instead of trust.
- Landed, skipped, flagged — every row in one of three lists
- Skips name the duplicate they matched
- Flags carry row numbers and plain-English reasons
- One bad row never blocks the other five thousand
How it works
Prepare separate files
Export the lists and documents you need from your old tool as CSV/XLSX. Download bank activity separately from your bank as .qbo or another supported bank format.
Choose the matching import
Select the record type and review the preview. Map CSV/XLSX columns to supported fields; .qbo files belong in bank transaction import.
Read the report
What landed, what was skipped as a duplicate, what needs a look — every row accounted for.
FAQs
Fair questions
Customers, vendors, items, invoices, and bills use separate CSV/XLSX files with the fields supported by each import. Bank transaction import also accepts .qbo, .ofx, and .qfx files. A .qbo file contains bank or credit-card activity only, not a full QuickBooks company. Import the required contacts and items before their documents, then review bank activity and reconcile balances.
Imports comfortably handle files with thousands of rows — years of history in one go. If an export is enormous, split it by year and run the batches separately; duplicate detection means an overlap between batches lands once, not twice.
Yes — that’s the intended workflow. Fix the flagged rows in your file and drop the whole thing back in. Rows that already landed are skipped as duplicates; only the corrected ones post. The report proves it either way.
No. The importer detects rows it has already seen and skips them, listing each skip in the report so you can verify rather than trust.
Yes. Customer and vendor balances, open invoices, and bank balances post to the right accounts, so day one in Bokeping agrees with the last day in the old system.
Bad rows are flagged with row numbers and reasons instead of silently vanishing — fix them in the file or in Bokeping afterward. One bad row never blocks the rest of the import.
Bring your books over
Import is free on every plan — most businesses are moved in by end of day.
Ready to know your money?
Free plan, no card needed. Bring your QuickBooks or spreadsheet history, invite your accountant, and start reading your own books today.