Getting Started

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

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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.

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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 transactionsand start managing everything in Digits.

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FAQs

Running a Parallel Close

Why am I seeing “The app you’ve selected isn’t available for use in your country” when connecting QBO?

This error occurs when your QBO account was created in a country outside the U.S. Digits’ QBO integration is currently approved for U.S.-based accounts only.

If your QBO account was originally set up in another country (for example, India), you won’t be able to connect it to Digits at this time — even if you are now operating in the U.S.

Workarounds:

• If you maintain a U.S.-based QBO account, connect that account instead.

• For non-U.S. accounts, you can still use Digits by importing transactions via CSV. See: Managing Transactions in Digits Ledger.

We know international support is important, and expanding our availability is on our roadmap, but we don’t have a timeline yet. Please reach out to support if you need further assistance or have questions.