See what's really in your QuickBooks Desktop file.
Before you migrate, find out exactly what you have — record counts, duplicates, blank fields, and inactive clutter — so you can clean it up on the way to QuickBooks Online.
🔒 100% in your browser🚫 Nothing uploaded✉️ No email required⚡ Results in about a minute
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Your data never leaves this browser. The audit runs entirely on your computer using JavaScript. Your file is read locally, analyzed on screen, and nothing is sent to ClearOrder or any server. Close the tab and it's gone.
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Drop your QuickBooks Desktop export here
Accepts .IIF and .CSV exports — customers, vendors, items, accounts, or sales orders. Drop several at once.
How do I export these from QuickBooks Desktop?
For lists (Customers, Vendors, Items, Chart of Accounts):
In QuickBooks Desktop, go to File → Utilities → Export → Lists to IIF Files.
Check the lists you want (Customer, Vendor, Item, Chart of Accounts).
Save the .IIF file somewhere you can find it, then drop it above.
For sales orders or any report:
Open the report (e.g. Reports → Sales → Open Sales Orders by Customer).
Click Excel → Create New Worksheet → Export to .csv.
Drop the .CSV above.
Not sure? Drop whatever you have — the tool figures out what each file is.
What the audit checks
Record counts for every list — builders, vendors, items, accounts
Duplicate names that clutter a new system
Blank required fields that can fail to import
Inactive / hidden records you don't need to carry over
Open & ghost sales orders QuickBooks Online can't hold
A plain-English health score and pre-migration checklist
Prove it's private — yourself
Don't take our word for it. Turn off your Wi-Fi, then run the audit — it still works, because the whole thing is JavaScript running on your own computer. Nothing is sent anywhere, there's no account, and we never see your file, your numbers, or your email. Close the tab and it's gone.
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Built by a supplier who made this move
ClearOrder runs a residential construction supply business on its own software — including the QuickBooks Desktop to QuickBooks Online migration this audit is built for. The ghost sales-order check is the same one that surfaced $192K of phantom demand in our own books. This tool is the first step we wish we'd had.
Is my financial data really safe?
Yes. The audit reads your file locally in your browser and analyzes it on screen. Your file is never uploaded, stored, or transmitted to ClearOrder or any server — you can confirm this yourself by running it with your internet disconnected.
Do I need an account or my email?
No. There's no sign-up, no email, and no login. Open the page, drop your export, read your report. You only hear from us if you choose to reach out.
What files does it accept?
QuickBooks Desktop .IIF list exports (customers, vendors, items, chart of accounts) and .CSV report exports such as Open Sales Orders. Drop several at once — the tool identifies each one. The export steps are above.
Will you contact me after I run it?
Only if you ask. We don't capture your file, your results, or your contact information, so there's no automatic follow-up. When you're ready, the report has a button to reach us.
Sample report. This is representative demo data so you can see what the audit produces — not your file. Drop your own QuickBooks Desktop export for your real numbers.
Pre-Migration Health Report
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Health
Your file at a glance
What we found
The part no generic tool catches
ClearOrder was built for residential construction suppliers. Once your data is in, we run a ghost sales-order audit — the same one that caught $192K of phantom demand in our own books — so stale open orders don't quietly inflate your new system. We also help preserve builder/lot references and vendor-SKU mappings that a standard QuickBooks Online migration can drop.
Before you migrate — your checklist
Back up your company fileFile → Back Up Company. This is your safety net — do it before anything else.
Reconcile bank & credit card accountsMigrations carry over balances; unreconciled accounts carry over the mess too.
Clean up inactive & duplicate recordsSee the flags above — fewer junk records means a cleaner new system.
Note your QuickBooks Desktop versionPress Ctrl + 1 (or F2) in QuickBooks Desktop. Your version's support date sets your timeline.
Decide what history you actually needPrior-year closed transactions can stay in QuickBooks Online; operations move to ClearOrder.
This report is informational only and is generated entirely in your browser from the file(s) you provided. It is not accounting, tax, or legal advice, and it is not a guarantee of migration outcomes. Record counts and flags reflect only the data in the file(s) you dropped. ClearOrder® is a registered trademark of Thakkar Enterprises. QuickBooks, QuickBooks Desktop, and QuickBooks Online are trademarks of Intuit Inc.; ClearOrder is an independent product and is not affiliated with or endorsed by Intuit Inc.