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How it works

Tight’s QuickBooks Online Import UX and API make it easy to seamlessly migrate small businesses from QuickBooks Online to your platform. QuickBooks Online Data Import Demo

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Export reports from QuickBooks Online

Tight’s Import tool ingests a few reports exported from your user’s QuickBooks Online account: a) Chart of Accounts
b) Journal
c) Beginning Balance Sheet
d) Ending Balance Sheet
e) Ending Profit & Loss

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Run the import

During the import, Tight intelligently maps the user’s old Chart of Accounts to your customized Chart of Accounts. Tight’s Import UX makes it simple to make any adjustments to this mapping inline or to add new accounts for use during the import process.

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Verify the import

Lastly, Tight’s Import UX generates comparative verification reports at the end of the import to prove the success of the migration. The following reports are generated: a) A comparison of the ending Balance Sheet from QuickBooks Online and that from Tight
b) A comparison of the ending Profit & Loss from QuickBooks Online and that from Tight The Tight API combines the corresponding reports from QuickBooks Online and the Tight API, presenting the user’s successful import in their newly migrated account.

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Programmatic imports (for large batches of migrations)

When moving an entire user base from QuickBooks Online onto Tight, it is much more efficient to import your users’ data programmatically. You can kick off the import directly from Quickbooks Online to Tight with a single API request. The Tight API will alert you via a Lifecycle Event Webhook as soon as the import is completed, at which point the Tight API makes the comparative verification reports available via API.