Move from QuickBooks
Leave QuickBooks for free. Every month ties to the cent.
Export your general ledger and monthly reports from QuickBooks, then upload them. The agent rebuilds every month and checks it against QuickBooks' own numbers.
The proof
Every month from QuickBooks, checked to the cent.
The agent rebuilds your books in a staging copy first. When the file carries the old books' own numbers, a running Balance column or monthly balance sheets and profit and loss reports, it checks every month-end against them to the cent.
- Your chart of accounts, typed from the account list you export with it
- Every ledger line in the export, grouped into balanced entries
- The vendor or customer named on each line
- Opening balances, from the export's beginning balances
- QuickBooks's monthly Balance Sheet and Profit and Loss, used as the answer key for the tie-out
- Bank and card statement balances, from the statements you upload
How the check works
It always checks that every entry balances and that assets equal liabilities plus equity, and it checks each bank and card balance against any statements you upload. Where the answer is clear, such as a missing opening balance, it explains and fixes the difference; the rest become questions for you. You get a tie-out report, as PDF and Excel, with every month, every account and every difference. Suspected mistakes in the old books go on a separate cleanup list.
How it works
5 steps, and you approve once.
Export your books from QuickBooks
In QuickBooks: Reports › Standard reports › General Ledger, All Dates, with Debit and Credit columns › Export/Print › Export to Excel. Add the Account List too. Export QuickBooks's monthly Balance Sheet and Profit and Loss too: the agent uses them to prove each month-end.
Upload the files and connect your banks
Drop in the files. You link your banks and cards with read-only access by signing in to each one through Stripe, or connect Mercury, Brex and Ramp directly with an API token, and Stripe payments by approving our read-only Stripe App. After go-live they post only transactions dated after your last moved month, so nothing posts twice.
The agent rebuilds your books
It recognises QuickBooks's general ledger layout, skips title, subtotal and total rows, and groups every ledger line into balanced entries. It maps each account and posts your full history into a staging copy.
The agent proves every month, and you answer the rest
The agent ties each month-end to QuickBooks's own Balance Sheet and Profit and Loss from your export. Anything it cannot resolve comes to you as a short, grouped question.
You approve once, and your books go live
One approval moves your history out of staging. You can undo the whole import for 30 days. Keep QuickBooks until your first month closes in Accountable.
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 sign in to QuickBooks Online instead of exporting?
Not yet. Signing in to QuickBooks Online directly switches on once QuickBooks Online approves Accountable's app, and it will also bring attachments, classes and locations. Today the export carries every ledger line with its vendor or customer, and the tie-out is the same.
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.
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