# Migrate Data from Quickbooks {% hint style="danger" %} **Important:** QuickBooks migration is only available during **initial setup.** {% endhint %} *** {% stepper %} {% step %} ### New to Digits or Adding Another Business? #### Option 1: You’re New to Digits 1. Go to [**digits.com/join/business**](https://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**. {% endstep %} {% step %} ### 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**.
4. Sign in to your **QuickBooks Online** account and approve the connection. 5. **Set a cutover date**—this tells Digits when to take over as the system of record. {% hint style="info" %} We recommend the day after your last fully reconciled period. See: [Quickbooks Cutover Date](/business-getting-started/business-quickbooks-cutover-date.md)for more information. {% endhint %} 4. Complete your **company profile** and continue through setup. 5. 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 All data prior to the cutover date is pulled in for historical reference.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. {% endstep %} {% step %} ### 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. {% hint style="success" %} **Tip:** After migration, check that your **opening balances** match the final reconciled figures from QuickBooks. Adjust as needed using **Journal Entries** in the **Ledger.** {% endhint %} {% endstep %} {% endstepper %} *** ### What Migrates to Digits from QBO and What Doesn't? :white\_check\_mark: **Migrates:** * **Transactions** *(your historical activity)* * **Journal Entries** **(JEs)** *(included in your transaction history)* * **Chart of Accounts** **(COA)** *(maps to the Category Manager in Digits)* * **Classes and Locations** from QBO *(you’ll map these during setup to Digits Departments and Locations to use them)* * **Vendors** * **Customers** *(imported and surfaced during Invoice creation)* * **Products** *(imported and surfaced during Invoice creation)* {% hint style="info" icon="lightbulb-on" %} Products with a **unit price greater than $0** appear in the **Product selection dropdown** \ Products with a **unit\_price equal to or less than $0** appear as **Discount options** when creating an invoice {% endhint %} :no\_entry\_sign: **Does NOT Migrate:** * **Reconciliation status** *(whether a transaction was previously marked reconciled in QBO)* * **Reconciliation history** *(past statement periods and reconciliation reports)* *** ### 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)](/business-getting-started/parallel-close.md) ### Frequently Asked Questions
Does Digits overwrite QuickBooks data? No. Digits reads data from QuickBooks (up to the cutover date) but never pushes updates back.
What if I choose the wrong cutover date? * **If this is your first (and only) business in Digits:**\ Don’t delete it—email [**help@digits.com**](mailto:) 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.
Do Departments and Locations (Classes) import from QuickBooks? Yes. When you migrate from QBO, you can import both Locations and Line Classes — but you'll need to map them during the import setup, since QBO and Digits use different terminology. QBO uses a generic structure for these fields, while Digits defines them more specifically as Departments and Locations. During setup, you'll select which QBO field maps to which Digits dimension. Common mapping: * QBO Location (or custom name like "Business") → Digits **Departments** * QBO Line Class → Digits **Locations**
Do products import from QuickBooks? Yes, products are imported from QBO — but they only apply if you're using Digits Invoicing to create and manage invoices. If you're not using Invoicing, imported products won't affect your setup.
Why aren't my transactions tagged with Departments or Locations after migration? Transaction tags won't appear until you've mapped your Departments and Locations. Here's how to do it: 1. In the left navigation, go to **Accounting → Departments** (or **Locations**). 2. Click **Import Departments** (or **Import Locations**) and follow the steps to map your QBO fields to the correct Digits dimension. Once saved, Digits retroactively applies the tags to all matching historical transactions. See: [Departments](/firms-agentic-general-ledger/departments.md) | [Locations](/firms-agentic-general-ledger/locations.md)
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.
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 [help@digits.com](mailto:).
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.
Is it safe to run Digits alongside QuickBooks Online? Yes. Digits' QuickBooks migration is a **one-time data pull** — it copies your data without modifying or syncing back to your QBO file. Your QuickBooks data remains fully intact. You can continue using QBO as your primary system while testing Digits in parallel, comparing reports, and verifying accuracy before fully committing. Once you're confident everything aligns, you can transition to Digits and cancel your QBO subscription. See: [Try Digits Without Leaving Your Current Setup (Parallel Close)](/business-getting-started/parallel-close.md)
How do I migrate from QuickBooks Desktop 10? See: [Migrate to Digits from Xero, Puzzle, or Another Platform](/business-getting-started/migrate-to-digits.md)
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