KikoBooks importing a QuickBooks Online chart of accounts
Migration & Import

Move from QuickBooks Online without losing your history

Switching to KikoBooks? Agent Kiko imports your customers, vendors, chart of accounts, and recent transactions from QuickBooks Online, then helps you pick up right where you left off — with an approval-aware co-worker running the books alongside you.

How the QuickBooks Online migration works

Connect your QuickBooks Online company and let Kiko do the heavy lifting.

1. Connect QuickBooks

Securely link your QuickBooks Online company to KikoBooks in a few clicks.

2. Kiko imports your data

Customers, vendors, chart of accounts, and recent transactions come across cleanly.

3. Review & go live

Confirm the mapping, approve what matters, and start running your books with Kiko.

What comes across from QuickBooks Online

  • Customers and vendors, with contact and balance details
  • Your chart of accounts, mapped to KikoBooks accounts
  • Recent transactions so your history follows you
  • A guided review before anything is finalized
  • Kiko standing by to categorize, reconcile, and draft entries after go-live
KikoBooks migration review from QuickBooks Online

Approval-aware by design

Your migration is never a black box. Kiko shows you exactly what it mapped and imported, and every action after go-live runs through confidence-based routing — auto-execute, one-click approval, or full human review — with a complete audit trail behind each move.

Bring your QuickBooks Online books to an AI co-worker

Import your data, review the mapping, and let Kiko keep the books moving — from your in-app Orb and chat workspace, plus email and voice.