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
Step 1
Export from QuickBooks
Export your Vendor Contact List, Account List, and Journal from QuickBooks Online as CSV. The tutorial walks through each export.
Step 2
Upload to Switchbooks
Upload the three files, or drop them into the chat. Payees come over first, then accounts, then transactions, with a preview before each step.
Step 3
Review
Check a month you know well against QuickBooks, then connect your bank so new transactions keep flowing in.
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 for the dates you export.
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 or 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.
Common questions about migration
Will I lose my data?
No, you won't lose any data. Everything transfers over from QuickBooks - your accounts, transactions, payees, and history. Your data is safe and secure throughout the migration process.
How long does migration take?
With prepared QuickBooks exports, the import can take a few minutes. Larger files and longer transaction histories may take more time to process and review.
Can I still access my QuickBooks data?
Yes! Your QuickBooks account remains unchanged. You can export your data anytime, and Switchbooks doesn't modify or delete anything in QuickBooks. You have full access to both systems.
What if something doesn't transfer correctly?
We provide a detailed review step so you can verify everything looks correct. If you notice any issues, our support team is here to help. You can also re-export and re-import if needed.
Will there be any downtime?
No downtime required. You can continue using QuickBooks while you migrate. Once your data is in Switchbooks, you can start using it immediately while keeping QuickBooks as a backup if needed.
What if I need help during migration?
We're here to help! Email us at info@switchbooks.ai or reach out through our support channels. We can guide you through the export process, answer questions, and help troubleshoot any issues.
What if I'm not on QuickBooks?
No problem. Switchbooks accepts CSV and Excel imports, so you can bring your data from Xero, FreshBooks, Wave, or any tool that lets you export your chart of accounts and transactions. You can also start fresh by connecting your bank accounts through Plaid.