Switch from QuickBooks Online to Taxmo

Log in to QuickBooks and Taxmo fetches your invoices, receipts, purchases and credit notes, along with your contacts and products. Your whole history the first time.

• Log in to Intuit and grant access: no keys to copy
• Seven transaction types, plus contacts and products
• After that Taxmo only fetches what changed
• Free help with switching from our support team

What comes across from QuickBooks

• Sales: Invoices and Sales Receipts become income entries.
• Credit notes and refunds: Credit Memos and Refund Receipts come across as negative income.
• Purchases: Bills, Purchases and Vendor Credits become expense entries.
• Contacts and products: Customers and vendors become contacts, and your items become products.
• Nothing comes in twice: Every entry remembers where it came from. On the next sync Taxmo skips what is already there, and an entry you deleted does not come back.
• Free help with switching: Stuck while switching? Email onboarding@taxmo.io or send a message from the app. We help you for free with the connection, your opening balance and checking what was imported. You stay in charge of your bookkeeping and returns.

How to switch

1. Create your account: Start free and add your business details. The connection itself is included from Starter.
2. Connect QuickBooks: Go to Integrations, choose QuickBooks Online and log in to Intuit to grant access.
3. Sync: Click Sync. If one transaction type fails, the others carry on and you see what went wrong.
4. Check the VAT: QuickBooks is not a Dutch package. After the import, check the VAT boxes of your entries before you file a return.

What does the connection cost?

The connections are part of every paid plan, from Starter (€12.99 a month excl. VAT). There is no separate fee per connection or per import. See pricing

Which period comes across

The first sync fetches your whole history. After that Taxmo asks, per transaction type, only for what changed since the last time.

The connection does not check whether a quarter was already filed. So import first, and then mark in the VAT Return Guide which quarters you already filed.

What does not come across automatically

Your general ledger, journal entries, bank lines and attachments do not come across. You connect your bank in Taxmo separately, and opening figures go on the opening balance.

If you leave the connection on, Taxmo fetches new data every three hours, so you can run both packages side by side for a while. Once you have moved for good, turn auto-sync off or disconnect.

Frequently asked questions

Can I switch from QuickBooks Online to Taxmo?

Yes. Taxmo has a built-in connection with QuickBooks Online. You log in to Intuit, grant access, and Taxmo fetches your invoices, receipts, purchases, credit notes, contacts and products.

Does this work with QuickBooks Desktop?

No, the connection is for QuickBooks Online only. From another package you can import a CSV file.

How far back does the import go?

The first sync fetches your whole history. After that Taxmo only fetches changes.

Will the VAT be right in my Dutch return?

Check that after the import. QuickBooks does not know the Dutch VAT boxes, so before you file, make sure each entry is in the right box. You always file yourself.

Does Taxmo change anything in my old package?

No. The sync only fetches data and writes nothing back. Your old administration stays as it is, and you can disconnect at any time. What was already imported stays in Taxmo.

Do you help with switching?

Yes, for free. Email onboarding@taxmo.io or send a message from the app, and we help you with the connection, the opening balance and checking the import. We do not do your bookkeeping or returns for you: you stay in charge, we make sure you get off to a good start.

When is the best time to switch?

Many business owners switch on 1 January, so the new financial year sits in one package. Switching during the year works too. The switching guide explains how to do it without booking anything twice.

What does the QuickBooks connection cost?

It is included in every paid plan, from Starter (€12.99 a month excl. VAT). There is no separate fee per import.

Start free: Create an account and look around. Connect your package when you are ready.