Import & Export

Solid Accounting reads and writes the standard accounting interchange formats — and includes step-by-step migration guides for the products people most commonly come from.

Format reference

FormatReadWriteTypical use
CSVUniversal — bank statements, transaction lists, customer/vendor lists
OFXBank/credit-card downloads (Open Financial Exchange)
QFXIntuit's flavor of OFX, used by many U.S. banks
QIFLegacy Quicken format, still common from older bank exports
IIFQuickBooks Desktop's lists/transactions interchange
TXFTax export to ProSeries, Drake, TurboTax, etc.
PDFEvery report and document

Each format has a dedicated reference page covering field mapping, dialect quirks, and known edge cases. Those pages are coming soon — see the sidebar.

Migration guides

If you're moving from another product, the migration guides walk you through the export-from-old / import-to-Solid round trip with screenshots and notes on what carries over vs what needs to be entered fresh.

FromStatus
QuickBooks DesktopIn progress
QuickBooks OnlinePlanned
XeroPlanned
FreshBooksPlanned
WavePlanned
Spreadsheet (generic CSV)Planned

Export — what comes out

Solid Accounting can export:

  • Every report (P&L, Balance Sheet, Cash Flow, Trial Balance, GL detail) as PDF or CSV
  • Tax-line-mapped data as TXF for tax-prep software
  • Lists (customers, vendors, items, chart of accounts) as CSV
  • Transactions as CSV

Because your books live in a single .solid file you control, the strongest export path is often "send me the file" — your accountant can open it directly with their own copy of Solid Accounting.

What we deliberately don't do

We don't proxy your bank credentials. Bank Feeds (an optional add-on, $8/mo) connect through Plaid for live transaction download; without that, you import OFX/QFX/CSV files you download yourself from your bank's website. Either path keeps your bank credentials out of our infrastructure.