Move your books from QuickBooks Online
Export the General Ledger for all dates with debit and credit columns, plus the Account List, and upload both. Every month-end is checked to the cent.
Steps
Step 1: In QuickBooks Online, go to Reports › Standard reports and search Find report by name for General Ledger. It's under For my accountant.
Step 2: Set Report period to All Dates and choose your accounting method, Accrual or Cash.
Step 3: Click Columns and tick Debit and Credit, and keep Balance, then run the report.
Step 4: Click Export/Print › Export to Excel. For the chart of accounts, open Reports › Standard reports › Account List and export it to Excel too.
Step 5: In Accountable, press ⌘K and choose Move books from Digits, QuickBooks or a spreadsheet. Pick Move my books, choose QuickBooks under From and press Continue.
Step 6: On Connect your old books, press Upload a QuickBooks export instead. Drop both files, and your bank statements if you have them, on Bring your old books.
Step 7: Press Start the move. Accountable reads each month-end from the report's Balance column and checks every account against it.
Step 8: Answer each question. In the sample, March 2026 is off by $214.18 because a software charge is missing from the export: press Add the missing entry. Then press Continue and Go live.
Or connect QuickBooks
When your workspace shows Connect QuickBooks on Connect your old books, press it and sign in to Intuit instead of exporting. Accountable reads the accounts, every journal line, vendors, customers, attachments and each month's trial balance, and the months QuickBooks had closed arrive closed.
Or export everything at once
QuickBooks can also export its main reports and lists in one .zip: Settings ⚙ › Export data, pick a reason, pick the date range on the Reports tab, then Export to Excel. Upload the General Ledger file from the zip.
What moves from QuickBooks
- Every account from the Account List, every line of the General Ledger, and every name as a vendor or customer.
- Open invoices and bills move as the balances of Accounts Receivable and Accounts Payable, checked against QuickBooks' aging totals when you connect.
- Not moved from the export: attachments, closed months and QuickBooks' bank rules. Connect QuickBooks to bring attachments and closed months.
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
- If Excel shows the file as protected, click Enable Editing before you upload it. .xls files don't work: save as .xlsx or .csv.
- Intuit's own article doesn't name the All Dates period; any range that starts before your first transaction works.
- Keep QuickBooks for your CPA? Mirror your books into it.
Steps inside other tools come from their own documentation, checked September 30, 2026: