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.
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.
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.
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.
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
You can review the cutover date at any time:
From your Firm Dashboard, open the client’s workspace.
Click Settings in the left menu.
Select Accounting.
The Cutover Date appears under the client’s setup details (visible only for QuickBooks migrations).
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.
Digits imports all data up to the cutover date and archives the QuickBooks connection. No new data syncs after that point.
The cutover date cannot be changed after setup. You’ll need to remove and re-add the client to reselect a new date.
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