QuickBooks Cutover Date

The cutover date applies only to clients migrating from QuickBooks. It marks when your client’s books officially move into Digits and when Digits becomes the system of record.

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What is the Cutover Date?

The cutover date marks the date Digits becomes your client’s accounting system of record.

Before the cutover, Digits imports historical data from QuickBooks for reference. After the cutover, Digits starts managing all new transactions, reconciliations, and reports directly.

Think of it as a line in the sand: everything before it comes from QuickBooks; everything after it lives in Digits.

Example: If your client’s QuickBooks books are reconciled through December 31, set the cutover date to January 1. That way, Digits imports everything up to year-end and starts fresh from January forward.

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What Happens Before and After the Cutover

Timeframe	What You Can Do	What Digits Does
Before the Cutover Date	Finish reconciling and cleaning books in QuickBooks.	Imports transactions, balances, and categories from QuickBooks.
On the Cutover Date	Begin using Digits for daily bookkeeping and reconciliations.	Switches from import mode to live transaction tracking.
After the Cutover Date	Record new transactions, reconcile banks, and manage reports directly in Digits.	Becomes your live system of record; QuickBooks connection is archived.

Tip: We recommend choosing a cutover date that lines up with a clean financial period (like a month-end) and avoiding partial-month starts when possible.

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Can I change the cutover date?

No. Once set during onboarding, the cutover date cannot be changed. If you need to reset a client, you’ll have to remove and re-add them. See: Adding/Removing Clients

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How to check your client’s cutover date

You can review the cutover date at any time:

1. From your Firm Dashboard, open the client’s workspace.

2. Click Settings in the left menu.

3. Select Accounting.

4. The Cutover Date appears under the client’s setup details (visible only for QuickBooks migrations).

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Frequently Asked Questions

Can I still edit or reconcile data from before the cutover?

Yes — once imported, you can view and edit historical data in Digits for context, but the QuickBooks connection will not update again after the cutover.

What happens to my QuickBooks data after migration?

Digits imports all data up to the cutover date and archives the QuickBooks connection. No new data syncs after that point.

What if I set the wrong cutover date?

The cutover date cannot be changed after setup. You’ll need to remove and re-add the client to reselect a new date. See: Starting Over in Digits: Removing Transactions, Connections, and Client Data

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Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support

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