import-my-prior-books

You can import prior bookkeeping history from CSV or xlsx files to seed your chart of accounts, build an opening trial balance, and establish vendor-to-account categorization rules for a new period.

Yes, this skill ingests QuickBooks Online and Xero exports to seed your chart of accounts only if missing, and constructs an opening trial balance from prior closing balances at your fiscal year boundary.

Vendor categorization learning infers vendor-to-account codes from historical transactions using a strict ≥80% majority threshold with minimum data checks, preventing noisy parties from poisoning future categorization.

No, this skill uses one-way historical reads only and never connects back to QuickBooks Online or Xero to push changes or rewrite prior books, ensuring your source data remains untouched.

You can backfill bookkeeping history using generic CSV or xlsx spreadsheet files exported from a prior accountant, as well as native QuickBooks Online and Xero export formats.

Before importing an opening trial balance, you must confirm your fiscal year end date and whether your books are tracked on a cash or accrual basis to ensure correct seeding.