Switch without starting over.
Import from QuickBooks Online, CSV, or Excel. Your history, your accounts, your payees — all of it transfers in minutes. Then the agent takes over.
Migration Demo
QuickBooks migration — your data transfers in minutes, then the agent takes over
How It Works
Export from QuickBooks
Export your Chart of Accounts and Payees from QuickBooks Online. We provide simple instructions to guide you through the export process.
Upload to switchbooks
Upload your exported files to switchbooks. Our system automatically maps your accounts, transactions, and payees to match your QuickBooks structure.
Review & Verify
Review your imported data to ensure everything looks correct. Your accounting history is now in switchbooks and ready to use. You're done!
What Gets Migrated
Everything you need comes with you. Nothing gets left behind.
Chart of Accounts
All your accounts, categories, and subcategories
Transactions
Complete transaction history.
Payees
All vendors, customers, and payee information
Account Balances
Starting balances and current account status
Not on QuickBooks? No problem.
switchbooks accepts CSV and Excel. Bring your data from Xero, FreshBooks, Wave, or anything that exports.
QuickBooks Online
Direct import. Export your QBO files and upload them — accounts, payees, and journal entries map automatically.
CSV / Excel
Export your chart of accounts and transactions from any software as CSV or Excel, then import into switchbooks.
Starting fresh
No data to import? Connect your bank. The agent starts categorizing from day one.