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Imports
QuickBooks, AppFolio, Yardi, spreadsheets, lease PDFs, bank files and photos, checked before anything is saved.
What you can bring in
QuickBooks Desktop and Online exports (chart of accounts, trial balance, general ledger, customers and vendors, IIF), AppFolio and Yardi rent rolls and ledgers, any spreadsheet, lease PDFs, invoices and bills as PDFs or photos, and bank files (OFX, QFX or CSV).
How an import works
- 1Open Import and drop in your files, or pick a source.
- 2The AI maps the columns to records; you see a preview of every row.
- 3Fix or leave out rows with problems, and choose the date opening balances are as of.
- 4Confirm. The import shows exactly what it added.
Undo
A whole import can be undone in one step while the period is open. In a closed period it is reversed with dated entries instead, so the books stay balanced.