Import Trial Balances from Xero/FreeAgent/Quickbooks and Export Journals or Adjustments Back

Article ID: 2820
Last updated: 20 Feb, 2024

You can save time when importing a year-end Trial Balance into Accounts Production by using the third Party APIs on the existing Import Trial Balance wizard. Importing directly from online accounting software is quicker than manually entering the data. We currently have the facility to do this for Quickbooks Online, Xero and FreeAgent.

More information on how to use the Quickbooks facility, can be found in our article for TaxCalc integration with Quickbooks

More information on how to use the Xero facility, can be found in our article for TaxCalc integration with Xero

More information on how to use the FreeAgent facility, can be found in our article for TaxCalc integration with FreeAgent

Third party APIs can only be used for 12 month periods, for further information please see Can I import a trial balance from the bookkeeping APIs for a period longer or shorter than a year?

Article ID: 2820
Last updated: 20 Feb, 2024
Revision: 6
Views: 2316
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Also read
item TaxCalc integration with Xero
item Can I import a trial balance from the bookkeeping APIs for a period longer or shorter than a year?
item 2-Way TaxCalc integration with QuickBooks
item TaxCalc integration with FreeAgent

Also listed in
folder Accounts Production -> General Use