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Migrating Financials Digits

Switching platforms is a big step—we’re here to make it simple. Here’s how to bring your QuickBooks data into Digits.

Quickbooks Migration

Important Note QuickBooks migration is only available during signup. Be sure to complete these steps when setting up your account.

  1. Start by creating your Digits account.
  2. Verify your email by clicking the link in your inbox.
  3. When asked where your financial data lives, pick QuickBooks. (Not using Quickbooks? Keep scrolling for other options.)
  4. Log into QuickBooks to connect your account.
  5. Set your cutover date—this is the date Digits officially takes over your books. We recommend choosing the day after your last reconciled period in QuickBooks. See Also: Understanding Dates in Digits 
  6. Digits will import all transactions directly from QBO up to this date. After the cutover date, your QuickBooks connection is archived and no further updates from QuickBooks will sync. 
  7. Complete the remaining steps to finish onboarding.


Need help along the way? Reach out to our support team anytime. We’re here to make your transition seamless.

Not Using QuickBooks? No Problem.

Digits works great even if you’re not coming from QuickBooks. Here’s how to get set up depending on your situation:

Starting Fresh (No Previous Software)

If you’ve never used accounting software before, you can start recording transactions right in Digits. There’s no cutover date to worry about—just connect your bank accounts and start from the first date you want to track. Simple.

Switching from Another Platform (Pilot, Xero, Puzzle, Fondo, Excel, Other)

  1. If you're moving from another accounting tool, you'll start by entering your opening balances in Digits. For example, if your books were last closed on 12/31/24, you'd enter those balances and begin tracking in Digits from 1/1/25.
  2. Next, import your Chart of Accounts (called Category Manager in Digits).
    How to Import Your Chart of Accounts 
  3. Once that’s set, you can upload transactions and start managing everything in Digits.


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