# Migrate to Digits from Xero, Puzzle, or Another Platform

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{% hint style="success" %}
**Migrating from QuickBooks Desktop 2010?** These steps apply to you, too. However, if you want detailed historical transaction data, you also have the option of using Intuit's migration tool to move from QuickBooks Desktop to QuickBooks Online first, and then using the [QBO-to-Digits](https://help.digits.com/business-getting-started/migrate-from-quickbooks) sync. If you'd prefer not to go that route, just follow the steps below.
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### Step 1: Join Digits and Import Your Chart of Accounts

If you want to keep your existing account structure from another platform, start by importing it into Digits.

**Option 1: You're New to Digits**

1. Go to <https://my.digits.com/join/business> and enter your email to create your account.
2. Follow the prompts until you see **"How would you like to get started?"**, then select your previous platform (**Xero**, **Puzzle**, or **Other**).
3. On the **Choose your accounting categories** screen, select **Manual Upload** and click **Next**.

{% hint style="info" icon="book-open" %}
If you'd prefer not to import your Chart of Accounts, you can select **Auto Create** and skip to step 2. Digits includes a default Chart of Accounts and will auto-categorize transactions as they come in.

<img src="https://2853103476-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoOQefjLW2ufqQqvMpE4S%2Fuploads%2F2qMbzDKCy4pd719lnSkq%2FCursor_and_My_Accounting_Firm___Add_New_Client.png?alt=media&#x26;token=b94543ae-4c90-4264-b927-5109acff037e" alt="" data-size="original"><br>
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4. Complete your company profile and click **Next**.
5. Click **Download Template**.

**Option 2: You're Adding a Second Business**

1. From your Digits dashboard, click your business name in the top-left.
2. Click **+ Add Business**.
3. Follow the same steps as above:
   * Choose **Migrate from another platform**
   * On **Choose your accounting categories**, select **Manual Upload** and click **Next**.
   * Complete your company profile and click **Next**, then **Download Template**.

#### **Fill Out and Upload Your CSV**

In the downloaded template, fill in these fields for each category:

* **Category Name**
* **Category Number** (optional, only if you use one)
* **Category Type** (Income, Expense, Asset, etc.)

Then:

1. Save your completed CSV.
2. Back in Digits, click **Upload CSV**.
3. Review the preview screen.
4. If everything looks correct, click **Submit** to import your chart of accounts.

Also see: [Import Your Chart of Accounts](https://app.gitbook.com/s/C8lA0vSyGH87vzqfraRC/import-coa "mention")
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{% step %}

### Step 2: Connect Your Banks & Integrations

Once your Chart of Accounts is set up, connect your bank accounts, credit cards, and integrations to Digits.

1. Follow the prompts to connect your bank accounts and credit cards.

<div align="left"><figure><img src="https://2853103476-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoOQefjLW2ufqQqvMpE4S%2Fuploads%2FzzRMWFRpc6gSluNgs7Jr%2FCursor_and_My_Accounting_Firm___Add_New_Client.png?alt=media&#x26;token=79f8acc7-0ac9-40f4-877c-fdb2fbadb31f" alt="" width="203"><figcaption></figcaption></figure></div>

2. On the next screen, you'll be asked if you'd like to add any additional integrations (e.g. Gusto, Stripe, Ramp). You can connect these now or skip and add them later from the **Connections** tab.
3. After completing this step, Digits will provision your account — this takes a few minutes. Once ready, you'll be directed to your **Home** dashboard.
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### Step 3: Enter Your Opening Balances

To make sure your accounts start with the correct totals in Digits, you'll need to enter your opening balances by creating a journal entry in the Ledger.

The date you use for your opening balances depends on how much historical detail you want in Digits.

**Option A: Start Fresh from Your Last Close**&#x20;

*Example: If your books were last closed on 12/31/2025, enter those ending balances in Digits as opening balances dated 1/1/2026.* You'll set your integration start dates to match this date in Step 4.

{% hint style="info" icon="person-running-fast" %}
*This is the fastest way to get started. Your opening balances will be accurate, and you'll set Digits to take over as of 1/1/2026 — but you won't have a detailed transaction history from your previous platform prior to that date.*
{% endhint %}

**Option B: Include Historical Transaction Detail**

If you want detailed historical data in Digits, you'll need to set your opening balances further back.

*For example, if your books were last closed on 12/31/2025 and you want two years of prior history, enter your ending balances as of 12/31/2023 as opening balances dated 1/1/2024. Then, in Step 5, you'll import your detailed transactions from 1/1/2024 through 12/31/2025.*

**To enter your opening balances:**

1. In the left navigation menu, go to **Accounting → Ledger**.
2. In the top right corner, click **+ Add Transaction**.
3. Create a journal entry with your opening balance for each account.

See: [Journal Entries in Digits](https://app.gitbook.com/s/C8lA0vSyGH87vzqfraRC/journal-entries "mention")
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{% step %}

### Step 4: Set Integration Start Dates

Once your opening balances are set, you'll need to configure the start date for all your integrations so Digits pulls only transactions from your chosen start date. This applies to all connections — banks, credit cards, payroll, and any other integrated tools.

{% hint style="info" %}
The start date you set here should match the opening balance date you chose in Step 3 (e.g., 1/1/2026 for Option A, or 1/1/2024 for Option B).
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1. From the left navigation menu, go to **Connections → My Connections**.
2. Click **Manage** next to each account you've connected.&#x20;

<div align="left"><figure><img src="https://2853103476-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoOQefjLW2ufqQqvMpE4S%2Fuploads%2FMMSkLlZOaV2xI04BaEtt%2FCursor_and_Notification_Center.png?alt=media&#x26;token=adebe55c-bd00-4a2b-bc76-7126a3eb07a6" alt="" width="188"><figcaption></figcaption></figure></div>

3. Next, click on each individual account (e.g., *Checking Account, Credit Card*).

<div align="left"><figure><img src="https://2853103476-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoOQefjLW2ufqQqvMpE4S%2Fuploads%2F5xTWOh6zX5eMFDazTnR5%2Fimage.png?alt=media&#x26;token=6475f5c6-f18e-4429-8f74-52243b6a341d" alt="" width="188"><figcaption></figcaption></figure></div>

4. Make sure the **Import all historical transactions** toggle is to the left.

<div align="left"><figure><img src="https://2853103476-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoOQefjLW2ufqQqvMpE4S%2Fuploads%2FwZrVmmvOA60wPtOHRzlA%2Fimage.png?alt=media&#x26;token=85d1b8f1-e393-40c5-a298-591aa48ac7a2" alt="" width="188"><figcaption></figcaption></figure></div>

{% hint style="info" icon="toggle-large-on" %}
Toggle **left**  = set a custom start date for how far back to import transactions.&#x20;

Toggle **right** = import all available data, up to 2 years back.
{% endhint %}

5. Click **Select date** and choose your start date from the calendar.&#x20;

{% hint style="danger" icon="calendar-days" %}
**Note:** Plaid can only pull up to 2 years of transaction history for connected bank and credit card accounts.
{% endhint %}

6. Click **Save**.&#x20;
7. Repeat this for all integrations: banks, credit cards, payroll, etc. It will take Digits a few minutes to process after you set the start dates.
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{% step %}

### Step 5: (Optional) Import Historical Transactions

If you chose Option B in Step 3, you'll need to import your historical transactions from your previous platform for the period between your opening balance date and the date you joined Digits (e.g., 1/1/2024–12/31/2025). If you chose Option A in Step 3, you can skip this step.

1. From the left navigation menu, go to **Accounting → Ledger**.
2. Click the dropdown next to **+ Add Transaction → Import Journal Entries**.
3. Download the Digits CSV template.
4. Format your transaction data from your previous platform to match the template.
5. Upload the file, review the column mappings, and click **Next** to complete the import.&#x20;
6. See also: [Journal Entries in Digits](https://app.gitbook.com/s/C8lA0vSyGH87vzqfraRC/journal-entries "mention")
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### Frequently Asked Questions

<details>

<summary>Do I have to import my Chart of Accounts from my previous platform?</summary>

No. You can use the default Digits Chart of Accounts instead. Digits will auto-categorize transactions as they come in. Importing your existing Chart of Accounts is optional but recommended if you want to keep your current account structure.

</details>

<details>

<summary>Will Digits auto-categorize my imported transactions?</summary>

Yes. Once transactions are imported, :sparkles: Digits will work to auto-categorize them.&#x20;

</details>

<details>

<summary>What if my balances don't match after importing?</summary>

Double-check that your opening balance date and amounts match the ending balances from your previous platform. Also, verify that your imported transactions don't overlap with the opening balance period. For more help, see [Troubleshooting Cash Totals: Verifying Opening Balances](https://app.gitbook.com/s/C8lA0vSyGH87vzqfraRC/verify-opening-balances "mention")

</details>

<details>

<summary>How do I migrate from QuickBooks Desktop 10?</summary>

See: [migrate-to-digits](https://help.digits.com/business-getting-started/migrate-to-digits "mention")

</details>

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Got a question or feedback? Our team is all ears—come say hello!
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<p align="center"><a href="https://app.gitbook.com/s/x8QKZsFt122QPdcslRDC/contact-us" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
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