import-my-prior-books

What problem does it solve?

It prevents your bookkeeping workflow from starting “from scratch” by importing prior-period books so the system already knows your chart of accounts and vendor categorization history.

Core Features & Use Cases

• Backfills prior books from real exports: Ingests QuickBooks Online or Xero exports, or a generic CSV/xlsx/spreadsheet from a prior accountant.
• Seeds your starting financials: Seeds your chart of accounts (only if missing) and builds an opening trial balance from prior closing balances for the correct fiscal year boundary.
• Learns vendor-to-account rules safely: Infers vendor-to-account codes from transaction history using a strict ≥80% majority threshold (with minimum data checks) to avoid noisy parties poisoning future categorization.
• Read-only import guardrail: Uses one-way historical reads only; it never connects back to QuickBooks Online/Xero to push changes or rewrite prior books.

Quick Start

Drop your prior-year QuickBooks Online or Xero export file (xlsx or csv), then confirm your fiscal year end and whether your books are cash or accrual.