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Migrate Data from Quickbooks

If you already use QuickBooks Online, you can bring your existing books into Digits instead of starting from scratch.

Important: QuickBooks migration is only available during initial setup.

1

New to Digits or Adding Another Business?

Option 1: You’re New to Digits

  1. Go to digits.com/join/business and enter your email to create your account.

Option 2: You’re Adding Another Business

  1. From your Digits dashboard, click your business name in the top-left.

  2. Click + Add Business.

2

Follow the Prompts to Connect QuickBooks

  1. Follow the prompts until you’re asked how you want to set up your accounting categories.

  2. Choose Migrate from QuickBooks Online.

  1. Sign in to your QuickBooks Online account and approve the connection.

  2. Set a cutover date—this tells Digits when to take over as the system of record.

We recommend the day after your last fully reconciled period. See: Quickbooks Cutover Datefor more information.

  1. Complete your company profile and continue through setup.

  2. Digits will automatically import your chart of accounts (and other data) from QuickBooks—no CSV upload needed.

All data prior to the cutover date is pulled in for historical reference. Afterward, the QuickBooks connection is archived and no longer syncs. From that day forward, Digits becomes your system of record.

3

After the Import

Once the import finishes:

  1. Go to Accounting → Category Manager to confirm your chart of accounts looks right.

  2. Connect Banks & Apps so new activity starts flowing into Digits.

  3. Invite your team or accountant to collaborate, if you’d like.

From there:

  • Your QuickBooks categories and balances are now live in Digits.

  • Digits starts auto-categorizing new transactions based on your historical data.

  • The QuickBooks connection is kept for reference only and no longer updates.

Tip: After migration, check that your opening balances match the final reconciled figures from QuickBooks. Adjust as needed using Journal Entries in the Ledger.

Running a Parallel Close

If you’d like to test Digits while still closing your books in QuickBooks, you can run a parallel close for your first month.

This lets you compare results between both systems before fully switching to Digits.

See: Try Digits Without Leaving Your Current Setup (Parallel Close)

Frequently Asked Questions

Does Digits overwrite QuickBooks data?

No. Digits reads data from QuickBooks (up to the cutover date) but never pushes updates back.

Are QuickBooks transactions editable after migration?

Yes. All data imported up to your cutover date is editable in Digits. Any changes made in QuickBooks after that date will not sync.

What if I choose the wrong cutover date?

  • If this is your first (and only) business in Digits: Don’t delete it—email [email protected] and we’ll help you fix the setup.

  • If this is an additional business you added later: You can delete that business and run setup again with the correct cutover date, or keep it and manually adjust opening balances in the Ledger.

Why am I seeing “The app you’ve selected isn’t available for use in your country”?

This occurs when your QuickBooks Online account was created outside the U.S. Digits’ QuickBooks integration currently supports U.S.-based accounts only. If you have a U.S.-based QuickBooks account, connect that one instead. For non-U.S. accounts, you can still use Digits by importing transactions via CSV.

We know international support is important, and expanding availability is on our roadmap. If you have questions, contact [email protected].

Why Migrate from QuickBooks to Digits?

QuickBooks is a solid starting point for many small businesses—but as your business grows, it can start to feel clunky and manual.

You might notice things like:

  • Spending time maintaining rules just to keep transactions categorized

  • Manual reconciliations are slowing down the month-end

  • Reports that only feel “real” after you export to Excel

  • Juggling different tools and views to understand your cash and performance

✨ Digits is built to take that weight off your plate.

Instead of rules and spreadsheets, Digits gives you:

  • Automated Categorization – Transactions classify themselves using AI, and get smarter as you confirm them.

  • Continuous Reconciliation – Bank and card reconciliations run in the background, flagging issues early.

  • Live Reports – Your P&L, balance sheet, and dashboards update automatically—no exports needed.

  • One Place to Work Together – You and your accountant can comment, review, and fix things directly in Digits.

In short: businesses move from QuickBooks to Digits to spend less time wrestling with their accounting and more time running the business, with cleaner, real-time numbers they can trust.

Need a hand? Our team’s here to help — reach out anytime at [email protected]