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Migrate Data from QuickBooks

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

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:

  1. From your Firm Dashboard, click + Add Client and enter their basic information.

  2. When prompted to choose a setup option, select QuickBooks.

  1. Log in to your client’s QuickBooks Online account and authorize the connection.

  2. 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.

  1. 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All data prior to the cutover date is pulled in for historical reference.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:

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.

See: Running a Parallel Close

Frequently Asked Questions

Can I migrate a client after setup?

No. QuickBooks migration is only available during initial setup of a new client in Digits.

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.

Need a hand? Our team’s here to help — reach out anytime at [email protected]