The right company.
The right environment.
Authorize through Intuit, then verify the company in the local app before working with its records.
BUILT FOR QUICKBOOKS ONLINE
Your books.
Your data.
Your next move.
A clearer way to import, export, and manage your accounting data. Choose what you need. Review every step. Stay in control.
In development · Private testing · Your accounting app runs locally
YOUR NEXT MOVE, MADE CLEAR.01 / 03
Workspace / ExportDesign preview
ONE STEP AT A TIMETake your data
Take your data
where you need it.
1 Choose data2 Filter3 Review
What would you like to export?01
▤ TransactionsInvoices, bills & more☷ ListsCustomers, accounts & more
No records selectedNext →
Select exactly what you need.
The details stay connected.Linked IDs, references, and applied amounts.
ILLUSTRATIVE INTERFACE · NO COMPANY DATADesigned around
the way accountants work.
THREE TOOLS. ONE CLEAR WORKSPACE.
Less friction.
More clarity.
From a spreadsheet to a reviewable result.
Each workflow keeps the next step in focus.
READ-ONLY WORKFLOW
Your records, in a useful format.
Search supported transactions and lists, refine the results, then choose the records and columns you want to export.
- Transaction, created, and modified date filters
- Simple and advanced linked-transaction templates
- Excel, CSV, source records, and supported reports
BEYOND TRANSACTIONS
See the bigger picture.
Export supported QuickBooks reports with the options the API provides for your company.
Trial Balance ↗General Ledger ↗Profit & Loss ↗Balance Sheet ↗Attachments & metadata ↗
A WORKFLOW YOU CAN FOLLOW
One considered step
after another.
The right company.
Start with what
you actually need.
Choose a workflow, record types, and straightforward filters. Nothing is selected for you.
Make the details
part of the decision.
Review results and references. For changes, inspect the backup, blockers, and exact plan first.
WHERE WE ARE TODAY
Built carefully.
Tested in stages.
AccuPortix is in active development for authorized internal use. Availability depends on the workflow and the QuickBooks API.
Read the setup guide →Real-company workspaceExport only
Production credentials, Intuit approval, and company authorization are required.
ImportSandbox development
Local file mapping and validation, with limited guarded create profiles. Native testing is incomplete.
Delete & inactivateSandbox · guarded
Supported API operations only. Backup, dependency checks, review, and explicit authorization are required.
A FEW USEFUL DETAILS
Before you begin.
Does this website store my QuickBooks data?+
The information website is separate from the local accounting app. It has no financial-data upload form, credential collection, or hosted QuickBooks backend.
Can I connect a real company now?+
The local My Companies workspace supports export only. First complete Intuit’s Production requirements and authorize the company. The website alone does not connect your company or unlock Production access.
Can every record be deleted?+
No. QuickBooks defines which operations each entity supports. Some lists can be marked inactive, some records are read-only, and reports are export-only. Referenced records can have blockers. The app shows the available action for each supported type.
Is the workspace preview the live app?+
The preview demonstrates the design without connecting to QuickBooks or processing accounting data. The functional accounting workspace runs on the operator’s Windows PC.
MAKE YOUR NEXT MOVE A CLEAR ONE.