Migration

Your QBD data doesn't disappear

Your QuickBooks Desktop company file (.QBW) stays on your machine. Our importer reads a copy of it — we never move or modify the original. If the migration fails halfway, you still have QBD and the original file. Nothing about this is irreversible.

What we can import cleanly

• ✓ Chart of accounts (all account types + balances)
• ✓ Customers + jobs (hierarchy preserved)
• ✓ Vendors (including 1099 eligibility)
• ✓ Items (inventory items, non-inventory, services, groups)
• ✓ Open invoices and bills
• ✓ Historical transactions (with class tracking)
• ✓ Payment terms
• ✓ Tax items and tax groups

What's harder

Inventory costing

Average cost imports cleanly. LIFO/FIFO needs a recosting pass — supported, but requires a closing-date decision.

Payroll

Payroll transactions import as journal entries. If you're on Intuit Payroll, plan to re-run the current quarter after the migration.

Custom reports

QBD custom reports don't round-trip. We have a report library that covers most common customs — the rest you'll rebuild.

Custom fields on items

Imported as string metadata. You can search/filter on them, but not use them in calculations yet.

What we can't do yet

• – Multi-currency conversions (USD only at beta)
• – Online bill pay integrations
• – Loan Manager amortization schedules (import as memoized transactions)
• – QuickBooks Payments Merchant Services history (record of payment only, not the reconciliation with Intuit)

We'd rather tell you what's missing than pretend it's not. If one of these matters to your business, let us know on the beta form — it moves priority.

Accountant-led migration

If you manage books for multiple clients on QBD, we're building batch migration tooling with you in mind. Tell us on the beta form how many clients you run and we'll make sure your priority reflects that. Early partners get one-on-one migration support.