Migration Demo
QuickBooks migration: three exports, a preview, then the agent takes over
How it works
1Export from QuickBooks
Export your Vendor Contact List, Account List, and Journal from QuickBooks Online as CSV. The tutorial walks through each export.
2Upload 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.
3Review
Check a month you know well against QuickBooks, then connect your bank so new transactions keep flowing in.
What gets migrated
Your accounts, vendors and history come with you. Customers, classes, attachments and bank rules stay in QuickBooks.
Chart of accounts
All your accounts, categories, and subcategories.
Transactions
Complete transaction history for the dates you export.
Payees
Vendor names from the Vendor Contact List.
Account balances
Built from the journal history you import; export All Dates for full balances.
Still deciding? Compare Switchbooks with QuickBooks Online, price by price, including what Switchbooks does not do.
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. Nothing in QuickBooks is changed or deleted. Your chart of accounts, vendors and journal history come over; the customer list, classes, attachments and bank rules stay in QuickBooks.
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.