Docs / Move in

Switch in from QuickBooks

Pull items, vendors, customers and open purchase orders from the connected sandbox company, or upload QuickBooks CSV exports.

Partly in the demo

Built against the Intuit sandbox company only. CSV upload works without a connection.

Live pull

QuickBooks stays your ledger, so this is a one-time read of the records Lockstock needs. Connect first on the QuickBooks screen, then pick QuickBooks in Switch in and press Pull from QuickBooks.

Comes in: items, vendors, customers and open purchase orders.
Read-only. Nothing is written to QuickBooks by a switch-in.
Totals: QuickBooks reports its own item count, stock value and open purchase order value, and the dry run compares them with what was staged.
Not connected? The screen says Connect QuickBooks first and links to the connection page.

Or upload files

If you would rather not connect, export these from QuickBooks as CSV and upload them like any other source.

File	Becomes	Columns the sample uses
QuickBooks-Products-and-Services.csv	Items	SKU, Product/Service Name, Type, Purchase cost, Sales price/rate, Quantity on hand, Reorder point
QuickBooks-Vendors.csv	Vendors	Vendor, Email, Phone, Terms
QuickBooks-Customers.csv	Customers	Customer, Email, Phone
QuickBooks-Open-purchase-orders.csv	Open purchase orders	PO Number, Vendor, Item, Qty, Rate, Expected date
QuickBooks-Open-sales-orders.csv	Open sales orders	Sales order number, Customer, Item, Qty, Rate, Due date, Ship to

A switch-in is not the connection

A switch-in brings records over once. The QuickBooks connection is what keeps vendors, customers and items level and lets you post journal entries. You will usually want both.