Bank and imports · Imports from another system
Where is the one place to bring in my history?
ComputerOpen Connections, then Every way to bring in your history.
PhoneOpen Connections, then Every way to bring in your history.
Bring in your history lists every way a business moves in: files from another system, QuickBooks Online, Xero and your bank. Each has a ? that says what it brings and what stays behind, and nothing is saved until you have seen what will come in. The Import buttons on Customers, Jobs and Money lead to the same page. QuickBooks Online and Xero bring history in once and then disconnect; neither keeps syncing. Only the bank and Stripe stay connected. Any import can be undone for seven days under Recent imports. When an import finishes, the page ends on Your first look.