QuickBooks → BizVisualizer (Start Here)

BizVisualizer (BV) needs two things from QuickBooks:

1. Balance Sheet (BS) by Month
2. Profit & Loss (P&L) Totals by Month

Optional (recommended if you use Classes in QuickBooks):

3. Profit & Loss by Class (export one file per Class)

---

Step 1: Export reports from QuickBooks

Choose your version of QuickBooks:

QuickBooks Desktop (QBDT)

First-time setup (create + memorize reports):

• Create & export Balance Sheet (QBDT)
• Create & export Profit & Loss Totals (QBDT)
• (Optional...) Create & export Profit & Loss by Class (QBDT)

Monthly update:

• Update ending dates + re-export (QBDT)

Organizing for faster monthly updates:

• Organize memorized reports into a group (QBDT)

QuickBooks Online (QBO)

First-time setup (create + save reports):

• Create & export Balance Sheet (QBO)
• Create & export Profit & Loss Totals (QBO)
• (Optional...) Create & export Profit & Loss by Class (QBO)

One-time fix (QBO Balance Sheet only): (Required!)

• Fix the exported Balance Sheet in Excel (QBO)

Monthly update:

• Update ending dates + re-export (QBO)

---

Step 2: Upload to BizVisualizer

• Upload Balance Sheet + P&L Totals to BizVisualizer
• Upload Class-specific P&Ls to BizVisualizer

tip

If this is your first upload, BizVisualizer will prompt you to categorize accounts (and optionally enter monthly headcount). After the first time, you’ll typically only categorize new accounts and enter headcount for new months.