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Switch from QuickBooks

Moving from QuickBooks to YourAILedger in 5 steps

Free migration help for our first 50 businesses.

Send us your QuickBooks export files and we'll set up your account and check your opening balances with you on a 30-minute call.

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  1. 1

    Pick a switch date

    The start of a month or quarter is easiest. Finish reconciling your bank accounts in QuickBooks up to that date.

  2. 2

    Export your data

    From QuickBooks, export your chart of accounts, customer and vendor lists, product and inventory list, open invoices and bills, and a trial balance as of the switch date.

  3. 3

    Import into YourAILedger

    Start your free trial, open the QuickBooks import tool and upload your files. Or email them to us and use the free migration help.

  4. 4

    Check your balances

    Compare your opening balances against the QuickBooks trial balance. Allie will flag anything that doesn't match.

  5. 5

    Run both for one month, then cancel

    Keep QuickBooks for one more month to compare, then cancel. Download your reports first so you keep a full copy of your history.

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QuickBooks is a trademark of Intuit Inc. YourAILedger is not affiliated with Intuit.