Where the QuickBooks export lives, what imports into Nexa by file, and what you re-enter once.
$38/month → $279 once.
QuickBooks at $38/month costs $1,368 over 3 years at today's price. Nexa is $279 once — $1,089 less over that period. Your QuickBooks client list and your bank history and expenses import into Nexa by file. Services and the invoices still open you re-enter once; past invoices and job history stay in your QuickBooks export. Keep QuickBooks running until Nexa checks out — and Nexa has a 30-day money-back guarantee.
Client addresses don't import into the client record yet — they come across in the Notes column. The full list, with templates, is on Bring your data.
Get your files out before you change anything. In QuickBooks the export lives at Reports → Export (varies by report type) (CSV, Excel, IIF). Menu names change between versions — if the path doesn't match, search QuickBooks's help for "export". Excel (.xlsx) files import as they are; an old .xls file, save as .xlsx or CSV first.
Watch for: QuickBooks is accounting-focused — job management data is limited. Attachments require manual download.
Sales → Customers → Export to Excel button (top right). This exports all customers with contact info.
⚠ QuickBooks customer export is clean and complete
Settings → Products and Services → Export (or run a Product/Service List report and export).
⚠ SKUs and prices export cleanly
Reports → Sales → Invoice List report → Set date range → Export to Excel.
⚠ For detailed line items, run 'Sales by Product/Service Detail' report
Reports → Accounts Receivable → A/R Aging Detail → Export. This shows who owes you money.
⚠ Critical for cash flow management during transition
Exports from QuickBooks, but check it: Estimates (export as reports); Notes (embedded in transactions).
Each import reads your file, matches the columns by their names, and skips anything you already have — so a second try never makes doubles.
CRM → Tools menu → Import CSV, or Settings → System → Import from another tool, then choose the client file (CSV or Excel) you exported from QuickBooks. Columns are matched by header name, in English or Spanish, so Company, Customer Name, E-mail, Mobile, Empresa or Correo work as they are. Separate First Name and Last Name columns are joined into one contact name, and Street, City, State and ZIP columns into the client’s address. Status words from other tools (Active, Archived, Proposal) are matched to Nexa’s stages. Nexa needs a Business or a Contact column; it also reads Email, Phone, Address, City, State, ZIP, Status, Type, Tags, Source, Notes. Rows that match an existing client by business name, email or phone are skipped, so re-importing is safe.
Banking → Import CSV / OFX. Download a CSV, OFX or QFX from your bank. Downloads from Chase, Bank of America, Wells Fargo, Capital One, Discover, American Express, Citi, BBVA México, Banorte and Santander México are recognized as they come. This brings the money side of your history across, whatever QuickBooks kept. Banking can also connect to your bank directly.
Expenses → Import CSV button, or Settings → System → Import from another tool. Nexa needs an Amount column; it also reads Date, Vendor and Category. Vendor can also be called Merchant, Payee or Description. Spanish headers (Fecha, Proveedor, Concepto, Monto, Importe) work too. Amounts can carry $ and thousands commas ($1,234.50), and a comma inside a vendor name is fine when the cell is quoted, as exports do. A bank file that shows spending as negative numbers is read as money out. In a file with both signs, only the positive rows become expenses. A row with the same vendor, amount and date as an existing expense is skipped.
Recurring work: Jobs import one at a time. Open the ones that repeat and set how often. Online booking: Imported services start off your booking page. Turn Bookable on for the ones clients can book themselves.
Keep QuickBooks active as a backup until everything here is checked off.
QuickBooks at $38/month costs $456 a year at today's price. Over 3 years: $1,368. Nexa is $279 once. The break-even point is 8 months; after that, what QuickBooks would have charged stays with you.
Yes, the open ones. Export your unpaid invoices as a CSV and import them under Settings → System → Import from another tool. Each comes in with its number, client, due date and what is still owed; paid and void invoices are left out. Keep the export of past invoices as your record.
No. An Address or Street column, plus City, State and ZIP when your export splits them, comes in as the client’s address.
Nothing doubles. Clients that match by business name, email or phone are skipped; so are expenses with the same vendor, amount and date, invoices with the same number, and jobs and tasks with the same title and date. Services with the same name get the new price.
The exports are the slow part — a few minutes each. Each import takes seconds.
Yes, and you should. Cancel only once your clients and numbers check out in Nexa.
30-day money-back guarantee. Export from QuickBooks first, then decide.
· Import list read from the Nexa app · QuickBooks price: cheapest plan that does the core job