Your data, in minutes
Connect QuickBooks Online and your chart of accounts, actuals, and dimensions import automatically. Not on QBO? Upload a CSV from any accounting system.
Connect once. Stay current automatically.
ClearBox syncs your QBO data daily so your actuals are always current. No manual exports, no copy-paste.
Connect
Click "Connect QuickBooks Online." Authorize ClearBox in your QBO account. Takes under 60 seconds.
Map
Your chart of accounts imports automatically. Review the mapping, assign account types and groups.
Sync
Historical actuals load immediately. Daily automated sync keeps your data current without any action from you.
What gets imported from QuickBooks
All account names, types, and subtypes from your QBO company file.
Monthly closing balances for every account, up to 24 months of history.
QBO classes map to ClearBox dimensions for department or segment reporting.
Runs automatically every day. New months appear as soon as they close in QBO.
Not on QuickBooks? Use CSV.
Import actuals from any accounting system — Xero, NetSuite, Sage, Excel — with flexible column mapping. ClearBox accepts any CSV with accounts and monthly amounts.
- Map any column to the right field
- Upload once or re-upload monthly to refresh
- Preview before importing — catch problems early
- Mapping saved for future uploads
Your data in ClearBox in under 5 minutes
14-day free trial. No credit card required.