Import & Export
Solid Accounting reads the common bank and accounting file formats and writes your reports and data back out. Two menu items do almost all of it:
- File → Import → Import Transactions… — bank and credit-card statements, spreadsheets, and QuickBooks® IIF files. One wizard, format detected automatically.
- File → Import → QuickBooks® Migration… — turns a QuickBooks Desktop company into a new Solid Accounting company file.
Format reference
| Format | Import | Export | Typical use |
|---|---|---|---|
| CSV / tab-delimited | ✓ | ✓ | Bank and card statements in; reports out |
| OFX / QFX / .qbo | ✓ | — | Bank and card downloads |
| PDF statements | ✓ | — | Bank and card PDF statements, read directly |
| IIF | ✓ | ✓ | QuickBooks Desktop transaction files in; chart of accounts and transactions out |
| TXF | — | ✓ | Year-end totals for tax software |
| PDF documents | — | ✓ | Reports, invoices, estimates, statements, checks |
| QIF | — | — | Not supported — use OFX, QFX, CSV, or PDF instead |
Migration guides
| From | How |
|---|---|
| QuickBooks Desktop | Built-in migration tool — full company, including history |
| QuickBooks Online | Cutover: opening balances plus file imports |
| Xero | Cutover: opening balances plus file imports |
| FreshBooks | Cutover: opening balances plus file imports |
| Wave | Cutover: opening balances plus file imports |
Direct sign-in imports for QuickBooks Online, Xero, FreshBooks, and Wave aren't available in shipped builds yet; each guide explains the route that works today.
Export — what comes out
- Reports — the Reports window has PDF, CSV, TXF, and IIF buttons, plus Print.
- Documents — invoices, estimates, purchase orders, bills, checks, and statements save as PDF.
- For your accountant — File → Export → Year-End Package… and Accountant's Copy…. See Accountant's Copy.
Your books live in one company file on your computer, so you can always copy the whole file for safekeeping or hand it to someone who also uses Solid Accounting.
Bank feeds instead of files. With bank feeds (included with Updates & Cloud Services), transactions download from your bank through Plaid, and your bank password never passes through Solid Accounting. Without bank feeds, download OFX, QFX, CSV, or PDF statements from your bank's website and import them.