Move your books from Digits

Before you start

• Move before your Digits plan ends: Digits access stops at the end of the billing period.

Steps

1. 1

   Step 1: In Accountable, press ⌘K and choose Move books from Digits, QuickBooks or a spreadsheet. Pick Move my books, choose Digits under From and press Continue.

2. 2

   Step 2: On Connect your old books, press Connect Digits and sign in to Digits. Accountable asks only to read your ledger.

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3. 3

   Step 3: If your login reaches several companies, pick the one this is under Which Digits company is this?, then press Use this company.

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4. 4

   Step 4: Press Start the move. Accountable reads your categories, transactions and parties, and each month's balance sheet and profit and loss from Digits.

5. 5

   Step 5: Read the proof. For the sample books it says 41 of 42 months tie to the cent, with one question: $214.18 on the Brex card that Digits never recorded. Press Match the bank or Keep Digits' version.

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6. 6

   Step 6: Press Continue, check Ready to go live, and press Go live.

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Or upload Digits' files

1. 1

   Step 1: In Digits, open the Ledger tab, set the date range to your whole history, click ⋯ and choose Download CSV.

2. 2

   Step 2: For the proof, go to Financials › Statements, click Download Financial Package, tick Ledger, Trial Balance, Profit & Loss and Balance Sheet, and download it. It has at most 12 months, so download one per year.

3. 3

   Step 3: For the chart of accounts, go to Categories › ⋯ › Download CSV.

4. 4

   Step 4: In Accountable, press ⌘K and choose Move books from Digits, QuickBooks or a spreadsheet. Pick Move my books, choose Digits under From and press Continue.

5. 5

   Step 5: On Connect your old books, press Upload a Digits export instead, and drop all the files on Bring your old books. They show as Digits general ledger, Digits chart of accounts and Digits monthly package.

6. 6

   Step 6: Press Start the move.

What moves from Digits

• Every category as an account, every transaction, and every vendor and customer.
• Each month's balance sheet and profit and loss, used only to check your history.
• Not moved: receipts and documents, Digits' closed months (close them again in Accountable), and bank connections (connect your banks in Connections).

What Accountable does with the files

• Reads every entry, account and vendor, and rebuilds your chart of accounts and history in a draft. Nothing is in your books until you press Go live.
• Checks every month-end, account by account, against your old tool's own numbers and your bank and card statements. A month ties only when the difference is exactly $0.00.
• Asks you about each month that doesn't tie, one question at a time, with the fix it suggests.
• Lets you undo the whole move for 30 days after you go live.

How long it takes

• Reading and checking takes seconds: 1,842 Digits transactions took 5 seconds, and 20,000 transactions from a general ledger file took 7 seconds.
• Going live posts the history in batches of 5,000: 20,000 transactions took about 7 seconds.
• You can leave the page while it works. The move keeps going, and the page shows where it got to when you come back.

Good to know

• The ledger CSV alone has no month-end numbers, so its months show Nothing to check against. Add the Financial Package, or connect Digits, to check every month.
• Accountable never writes to Digits.

Related articles

• Move your books to Accountable
• How the month-end proof works
• What moves to Accountable, and what doesn't
• Go live with your moved books, or undo the move