Moving from BrightBooks
Export these files from BrightBooks, then upload them in Move to DIANO.
These are the same steps as in Move to DIANO. Last checked: 2026-10-20 · BrightBooks's own help.
1. Your trial balance on the day before your start date
Where: Reports › GENERAL LEDGER › Trial Balance › Run › Excel
A list of all your accounts with a debit and a credit total on the day before your start date. Pick the date the day before your start date before you click Run. The two totals at the bottom are the same.
Click Excel to save it. Do not click Save: that makes a PDF.
2. Unpaid customer invoices on the day before your start date
Where: Reports › SALES › Aged Customer Balance Detailed › Run › Excel
One line for each invoice a customer has not paid in full, on the day before your start date. Pick the detailed report, not the summary.
Click Excel to save it. Do not click Save: that makes a PDF.
3. Unpaid supplier invoices on the day before your start date (if it applies)
Where: Reports › PURCHASES › Aged Supplier Balance Detailed › Run › Excel
One line for each supplier you still owe, on the day before your start date: code, name and balance. If you owe no supplier anything, you can skip this file.
Click Excel to save it. Do not click Save: that makes a PDF.
4. Your customer list
Where: Reports › CRM › Contacts Report › Contact Type: Customer › Run › Excel
One customer on each line: name, address and e-mail.
Click Excel to save it. Do not click Save: that makes a PDF.
5. Your supplier list
Where: Reports › CRM › Contacts Report › Contact Type: Supplier › Run › Excel
One supplier on each line: name, address and e-mail.
Click Excel to save it. Do not click Save: that makes a PDF.
6. Your item list (if it applies)
Where: Reports › SALES › Product Price List › Run › Excel
A list of the things you sell: code, description, price and category.
Click Excel to save it. Do not click Save: that makes a PDF.