Migrate Data from QuickBooks Online (QBO)
When setting up a new client in Digits, you can import their financial data directly from QuickBooks Online to keep historical records and categories intact.
Important: QuickBooks migration is only available during initial client setup. Once a client is created without this option, the import can’t be retroactively added.
How to Migrate a Client from QuickBooks Online
Tip: If your client’s QuickBooks file hasn’t been reconciled recently, complete that step before migrating. This ensures clean data and accurate cutover balances.
Follow these steps during your client’s initial setup:
From your Firm Dashboard, click + Add Client and enter their basic information.
When prompted to choose a setup option, select QuickBooks.
Log in to your client’s QuickBooks Online account and authorize the connection.
Set a cutover date—this tells Digits when to take over as the system of record.
We recommend the day after your client’s last fully reconciled period. See: Cutover Date for more information.
Digits automatically imports your client's:
Transactions
Balances
Chart of Accounts
All data prior to the cutover date is pulled in for historical reference.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.
Once the import is complete, review in Category Manager to confirm your Chart of Accounts has been imported correctly.
Next Step: Once your client’s data has been imported and reviewed, continue setting up their workspace:
Confirm Billing for your firm
Invite Client Team Members to collaborate in Digits
What Migrates to Digits from QBO and What Doesn't?
✅ 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)
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
🚫 Does NOT Migrate:
Reconciliation status (whether a transaction was previously marked reconciled in QBO)
Reconciliation history (past statement periods and reconciliation reports)
What Happens After Migration?
Your client’s QuickBooks categories and balances are now live in Digits.
✨ Digits will begin categorizing new transactions automatically based on your imported data.
The QuickBooks connection remains archived for reference, but won’t update.
Tip: After migration, check that your client’s opening balances match the final reconciled figures from QuickBooks. Adjust as needed using Journal Entries in the Ledger.
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.
Frequently Asked Questions
Can I migrate a client after setup?
No. QuickBooks migration is only available during the initial setup of a new client in Digits.
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:
In the left navigation, go to Accounting → Departments (or Locations).
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 | Locations
Does Digits overwrite QuickBooks data?
No. Digits reads data from QuickBooks (up to the cutover date) but never pushes updates back.
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.
What if I choose the wrong cutover date?
You can delete the client and restart setup with the correct date, or manually adjust opening balances in the Ledger.
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 [email protected].
Why Migrate from QuickBooks to Digits?
Many accounting firms start on QuickBooks, but as their client base and complexity grow, they quickly feel its limits. QuickBooks was built for small business owners — not for firms managing many clients, staff, and data sources at scale.
As your workload expands, QuickBooks often creates bottlenecks with:
Rule-based categorization that requires constant maintenance
Manual reconciliations that slow down month-end closes
Static reports that need exporting or refreshing
Limited visibility across multiple clients
✨ Digits removes those limits.
Firms switch to Digits for automation, scalability, and real-time insights — all powered by Digits’ AI-native ledger. Here’s what that brings to the table:
Automated Categorization: Transactions classify themselves intelligently with accuracy that improves over time.
Continuous Reconciliation: Bank and credit card reconciliations run automatically in the background, catching issues early.
Live, Connected Reporting: Reports update instantly across every client without exports or delays.
Firm-Level Efficiency: Manage every client from one dashboard.
Client Collaboration: Comment, share, and review directly inside Digits — no email threads or version confusion.
In short, firms migrate from QuickBooks to Digits to gain automation, accuracy, and modern scalability through an AI-native accounting platform that truly keeps up with their growth.
Is it safe to run Digits alongside QuickBooks Online?
Yes. Digits' QuickBooks migration is a one-time data pull — it copies your client's 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: Running a Parallel Close
Got a question or feedback? Our team is all ears—come say hello!