Data Import
Import customers, invoices, products, or chart of accounts from CSV.
Upload Customers
Required columns:
Display NameEmailPhoneStreetCityStateZIPCountry
or drop it here. Max 10 MB.
Migrating from QuickBooks or Xero?
Export your data from QB (Reports → Export) or Xero (Settings → Export data). Then upload the CSV files here. We match columns automatically and flag duplicates.