# QuickBooks Cutover Date

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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.

{% hint style="info" %}
**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.
{% endhint %}

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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. |

{% hint style="success" %}
**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.
{% endhint %}

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### Can I change the cutover date?

{% hint style="danger" %}
No. Once set during onboarding, the cutover date **cannot be changed**. If you need to reset a client, you can go to Firm Settings → Clients, select a client, and click Start Over, which will reset the entire client account. See [Starting Over in Digits](/firms-connections/starting-over.md)
{% endhint %}

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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

<details>

<summary>Can I still edit or reconcile data from before the cutover?</summary>

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.

</details>

<details>

<summary>What happens to my QuickBooks data after migration?</summary>

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

</details>

<details>

<summary>What if I set the wrong cutover date?</summary>

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](/firms-connections/starting-over.md)

</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://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
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