Importing From QuickBooks or Xero

If you're moving from QuickBooks Online (QBO) or Xero, the Import Wizard at /imports/wizard walks an exported file into Geekonomics in one pass.

What Imports

The wizard handles every record type that matters at switch-over time:

• Chart of accounts — your existing GL structure, mapped to Geekonomics's account types.
• Customers — full customer records, balances brought forward as opening AR.
• Vendors — same on the payable side.
• Transactions — historical income and expense entries.
• Invoices — including line items and historical statuses (sent, paid, void).
• Bills — same on the payable side.
• Journal entries — any manual GL postings.

If you've extended your QBO with custom categories or sub-accounts, the wizard preserves the hierarchy.

Three-Step Flow

Step 1: Upload. Export your data from QBO or Xero (QBO: backup → IIF or the QBO API export; Xero: Settings → Export). Drop the file into the wizard. Geekonomics parses it and shows what it found.

Step 2: Preview. A summary of what's about to be imported — record counts per type, accounts being created, customers and vendors being matched, transactions to be posted. Anything ambiguous (an account with no clear type, a customer with no name) is surfaced here so you can fix it before committing.

Step 3: Commit. Click Import. The import runs as a single database transaction — either every record lands or nothing does. There's no partial-import state to clean up if something fails midway.

After Import

Verify your trial balance against your old system. Run a Balance Sheet and a P&L for the most recent closed period in your prior books and confirm the numbers match. If anything's off, the import is reversible at the GL level via the audit trail — but it's much easier to delete the wrong import, fix the source file, and re-import.

What's next

Chart of Accounts — verify the imported account structure.