Documentation

Migrating from QuickBooks Online

Use the direct connector when configured, or file exports, and understand what the source does not expose.

Plans
Core and above
Availability
Provider connection required
For
Owners, Accountants, Firms
In KontoCore
Settings → Migration → QuickBooks Online

Direct connection: Provider connection required (Intuit connector must be configured). File-based import is available without it.

What this does

The connector reads your QuickBooks Online company with read-only access — KontoCore never writes back to QuickBooks.

Lists, transactions, and balances are imported into the source mirror, then mapped and verified.

How to

Connect and import

  1. 1Choose QuickBooks Online and Connect.
  2. 2Sign in to Intuit and approve read-only access.
  3. 3Select strategy and cutoff date.
  4. 4Continue with mapping and verification as in Migrating to KontoCore.

What the source does not expose

  • The bank-feed ‘For review’ queue — re-import or re-link bank activity in KontoCore after the cutoff.
  • Reliable historical reconciliation state — start reconciliations in KontoCore from the cutoff statement.
  • Detailed payroll records — payroll arrives as summarized journals; keep payroll detail in your payroll system.
  • Attachments may need separate export depending on access.

Troubleshooting

The connection expired

Reconnect from the migration page. See Troubleshooting → QBO connection.

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Last reviewed September 25, 2026