Desktop accounting software for accountants, bookkeepers and BAS agents
Your clients keep their books. You keep your software.
When you need a client's books, they export them in your package's import format, with a READ-ME of the import steps and opening and closing trial balances to tie out. Nothing changes in your practice software.
How does a client on Kontuly work with their accountant?
The client keeps the books in Kontuly through the year. At BAS time or year end they export for your package, you import the files using the READ-ME, check the trial balance, and make your adjustments in your own software.
Your adjustments go back into Kontuly as manual journals. Export is one-way; there's no automatic round trip.
- OnboardYou or the client convert from their old package. You review "Agrees / Differs" and clear Historical Adjustment.
- During the yearThe client invoices, imports statements, reconciles and runs the GST Report. Ask for reports as PDF or CSV, or a backup to open in your own copy of Kontuly.
- Period endThe client exports for your package, as every transaction or one summary journal, and sends you the folder.
- AdjustYou import, tie out to the closing trial balance, and do your work in your package. Adjustments return as manual journals.
Export for your accountant
Which formats can Kontuly export?
Every export goes into its own folder with a READ-ME of that package's import steps and caveats. Tax shows as amounts on the GST accounts; journals are never split across files.
| Your package | Files your client sends | Worth knowing |
|---|---|---|
| Xero | Chart of accounts, contacts, manual journals (CSV) | Xero imports journals as drafts, takes 300 lines per file, and won't post manual journals to bank accounts |
| MYOB AccountRight | Accounts, customer and supplier cards, general journals (tab-separated text) | Account numbers in MYOB's X-XXXX form; layouts vary by version |
| QuickBooks Online | Chart of accounts, customers, vendors, journal entries (CSV) | Accounts matched by name; under 1,000 rows per file |
| QuickBooks Desktop and Reckon Accounts | Accounts and general journals (IIF) | IIF imports can't be undone, so back up first |
| Sage 50 Accounts | Nominal, customer and supplier records, audit trail journals (CSV) | |
| Sage Accounting | Chart of accounts, contacts, journals (CSV) | Chart import only works on a business with no transactions |
| Any other package | Chart, contacts, opening and closing trial balances, journals (CSV) | UTF-8 with a byte-order mark, so Excel opens it cleanly |
Some vendor layouts haven't yet been confirmed against every version of each package. If an import doesn't go in cleanly, tell us and we'll fix it during the beta.
Books you can trust
Clean client books with a full audit trail
- Double-entry with posted journals that are never edited, only reversed
- A lock date for finished periods, and reconciled entries locked
- A searchable audit log with before and after details, exportable to CSV
- Bank Reconciliation report: ledger plus unpresented payments, less outstanding deposits, equals the statement
For bookkeepers and BAS agents
Every client on one computer, with no per-client fees
- Practice licence: unlimited businesses, each in its own file with its own backups, and no per-client subscription
- Fast bank processing: rules, splits, bulk coding, matching and Quick Input
- BAS agent work: GST with PAYG W1, W2 and instalments, TPAR, and ABA payment batches
- Onboarding from anything: the convert wizard maps PAYG accounts and parks differences for you to clear
Partner programme
Partner with Kontuly
We're building a partner programme for accountants, bookkeepers and BAS agents with clients on Kontuly. Terms will be announced at launch.
Bookkeepers who convert two clients during the beta earn a free Practice licence.
Not included
- Payroll or Single Touch Payroll
- Live bank feeds
- Several users at once
- Lodgement. Kontuly prepares figures; lodgement stays with you
Bring two clients into the beta
Tick "I'm a bookkeeper or BAS agent" when you sign up. Five closed beta places are kept for bookkeepers, and we'll send you a sample export pack to test-import into your own package.