Bank and imports · Books
What happens when I import my QuickBooks?
ComputerOpen Connections, then the accounting card, then Money in and Expenses fill in.
PhoneOpen Connections, then same card.
QuickBooks and Xero import once, then disconnect; neither keeps syncing. QuickBooks brings payments, sales receipts, customers and expenses, plus open invoices and unpaid supplier bills. Xero brings customers, invoice payments and expenses, not invoices. DeskOps shows bank and processor agreements, conflicts and missing records; the same payment is counted once. Undo is available for seven days in Recent imports. Voids and reversals in a closed month are held: the import finishes and Settings lists their count, dates and amounts. Reopen the month in Period Close and import again to apply them. Both systems’ CSV exports also work through file import. Accounting software is optional; DeskOps keeps its own records.