Move from QuickBooks
Leave QuickBooks for free. Every month ties to the cent.
Sign in to QuickBooks Online and connect your banks. The agent brings over your full history, proves it and asks you only what it cannot resolve.
42 of 42 months tie to the cent
Checked against QuickBooks's own month-end numbers and every bank and card statement.
5 steps, and you approve once.
- 1
Connect QuickBooks Online
You sign in to QuickBooks Online and allow access. The agent reads your books through QuickBooks' API. Nothing in QuickBooks changes.
- 2
Connect your banks and cards
You connect Mercury, Brex, Ramp, Stripe and your other banks with read-only access, so the agent can check each balance against its statement.
- 3
The agent rebuilds your books
The agent pulls your chart of accounts, customers, vendors, full history and attachments, maps each account and posts everything into a staging copy.
- 4
The agent proves every month, and you answer what is left
The agent ties each month-end to QuickBooks' own reports and to your bank statements. Anything it cannot resolve comes to you as a short, grouped question.
- 5
You approve once and invite your CPA
One approval moves your history out of staging, and you can undo the whole import for 30 days. Invite your CPA; their seat is free.
What comes over from QuickBooks
- Your chart of accounts
- Customers and vendors
- Your full transaction and journal entry history
- Attachments, linked to the transactions they support
- Classes and locations
- Opening balances
- The QuickBooks record ID on each item, so you can trace it back
How we prove it ties to the cent
The agent rebuilds your books in a staging copy first. For every month-end, it checks that the balance sheet and the profit and loss match your old tool's own reports to the cent, and that each bank and card balance matches its statement. Where the answer is clear, such as a duplicate payout, it explains and fixes the difference; the rest become questions for you. You get a tie-out report that lists every month, every account and every difference with its explanation. Suspected mistakes in the old books go on a separate cleanup list, so nothing is changed without you seeing it.
Questions about moving from QuickBooks
What does the move cost?
Nothing. Migration is free on every plan, including Free, for every company you move.
My accountant uses QuickBooks. Will they be able to work with me?
Yes. Their seat is free, they see the same books and audit log, and they can export the trial balance, general ledger and statements as PDF, Excel or CSV at any time.
Can I move from QuickBooks Desktop?
Yes. Export a general ledger file from Desktop and upload it. The agent maps it and runs the same month-by-month tie-out.
I have several QuickBooks companies. Can they share one bill?
Yes. Pro includes 2 companies for $149 a month, and each extra company costs $49. Three companies cost $198 a month, against $420 on QuickBooks Plus.
How long does it take?
Most of the work is machine time. You get the tie-out report within 48 hours.
Sources:
Move your books from QuickBooks this afternoon.
Free for one company. 14 days of Pro with no card. Moving your books is free. No sales calls.