Desktop tool

Convert your accounting data into QuickBooks — without the Excel work.

Keepsync Data Prep converts data from Sage, AccountEdge and Zoho Books into QuickBooks-ready files — with real validation and opening-balance reconciliation built in. Made for accountants and bookkeepers who need migrations done right the first time, not redone after a client finds an error.

Supported sources

Built around the systems you actually migrate from

The more we’ve built for a source, the less you touch. Here’s exactly what to expect from each.

Source system	How automated it is
50Sage 50 USA	Fully automatedDedicated conversion logic — nothing to map.
AEAccountEdge	Fully automatedDedicated conversion logic — nothing to map.
100Sage 100	Mostly automatedConfident fields map on their own; anything uncertain gets a quick manual check.
50Sage 50 Canada	Mostly automatedSame as Sage 100 — most of it maps itself.
300Sage 300	Map onceSet the mapping up once; it’s reused automatically after that.
ZZoho Books	Map onceSet the mapping up once; it’s reused automatically after that.
BWSage BusinessWorks USA	Map onceExport via a SQL query, then map once — reused after that.

Outputs toQuickBooks Desktop · IIFQuickBooks Desktop · CSVQuickBooks Online · CSV

Review before write

See exactly what will convert — before it happens

The review screen shows precisely which records will write successfully and which won’t — and for every one held back, a specific, real reason, not a generic error. Fix a value, select several records at once, and approve them together.

Real reasons, not error codes
Fix inline & bulk-approve
Nothing writes until you approve

Real validation, not a pass-through. Every transaction type checks for the fields QuickBooks actually requires — who it’s for, when it happened — and separately checks there’s genuine content behind it, not a blank row with a dollar sign. Invoices go further: their line items are checked against the invoice’s own declared total, catching a source export that’s quietly missing detail. It flags real problems in plain words — “this invoice’s line items don’t add up to its own total,” or “this bill has no expense or item line at all.”

Reusable mapping

Map once, reuse it — per client, without collisions

Working several clients on the same source system, each with a slightly different export layout? Save a mapping under a name and reuse it. One client’s setup never silently overwrites another’s — named profiles keep every engagement separate.

Named, reusable profiles
Per-client export layouts
Set once, run the rest fast

Opening balances

Reconciled before you convert, not after

Bringing a client onto QuickBooks mid-year? Load a trial balance alongside AR and AP aging reports, and Data Prep reconciles them against each other and against individual customer and vendor balances — catching mismatches before they become an opening-balance headache.

Trial balance vs AR/AP aging
Down to individual balances
Mid-year cutovers, clean

Batch conversion

Convert many files in a single run

Instead of converting one file at a time, run several in a single pass with the same source and target settings — ideal when you’re moving client after client.

Audit trail

A full record of every conversion

Every conversion is logged with a summary report and history, so you can show a client — or yourself, months later — exactly what happened and when.

More built in

The details that keep a migration honest

Data Quality Scan

Run a check on your source file before converting anything, surfacing issues in the data itself — not just at conversion time.

Merge Files

Invoice data in one file, item detail in another? Merge them by a shared key like invoice number — with automatic handling of case differences and numbers stored as text vs. numeric.

Every required field checked

Each record is validated for the fields QuickBooks demands and for real content behind them, so rows don’t get silently rejected on import.

What you can convert

46 record types — the full chart of accounts and transaction history

Not just balances. Master lists and every major transaction type across AR, AP, banking and the general ledger.

Master lists

Everything the file is built on

Chart of Accounts, Customers, Vendors, Employees, Items, Classes, Price Levels, and more.

Accounts Receivable

The money coming in

Invoices, Estimates, Sales Orders, Sales Receipts, Credit Memos, Customer Payments, Refund Receipts.

Accounts Payable

The money going out

Bills, Purchase Orders, Vendor Credits, Bill Payments, Expenses.

Banking

Cash movement

Deposits, Checks, Credit Card Charges & Credits, Bank Transfers.

General Ledger

The adjustments

Journal Entries, Inventory Adjustments.

Pricing

One flat license, everything included

Billed annually, per machine. Every source, every QuickBooks target and a full year of updates — no per-conversion fees, nothing hidden.

No hidden chargesNo setup fees14-day free trialCancel anytime

Keepsync Data Prep

Convert into QuickBooks

$199/year

Per machine

Sage 50, 100, 300, AccountEdge, Zoho Books & more
QuickBooks Desktop & Online output
Field mapping, review & reconciliation
Batch conversion for many clients
A full year of updates included

One migration usually saves more in manual reformatting time than the license costs for the year.

Try it on your own data.

Download the free trial and run a full validation pass — nothing is written until you approve it.