Choose the route for your current software
QuickBooks Online has a connected import for supported records. For QuickBooks Desktop, use the Desktop migration workflow where your version and setup qualify, or supported IIF lists and specific report CSVs. Local Books also accepts supported exports from Xero, MYOB, Sage 50, Wave, Zoho Books and GnuCash. Export options and record coverage vary by source.
Choose how much history to move
Review which accounts, contacts, items and transactions the selected import covers. Decide whether to move supported history or begin at a cutoff date with reconciled opening balances. Retain exports and backups for older records, attachments, recurring rules and other details you may need to recreate. Review the importer’s preview and warnings before writing to your new company.
Reconcile before you go live
Use the same cutoff date in both systems. Compare the trial balance, bank balances, open invoices and bills, and inventory quantity and value. If you run payroll, compare applicable year-to-date and liability records. Investigate differences and duplicate entries before switching daily work to the new books.
Bring us a concrete migration question
Tell us the source product and version, number of companies, and the records you need to carry over. Keep customer records and credentials out of your initial message. The complete manual has additional setup and import guidance.