Using Digits

We understand that transitioning your financial data is a significant step, and we’re here to make it as seamless as possible. Please follow the steps below to migrate your data from QuickBooks to Digits.

Important Note

The option to automatically migrate data from QuickBooks to Digits is available only during the signup stage. Please ensure you follow these steps during initial setup.

Step-by-Step Migration Guide

1. Begin your journey by signing up for a Digits account.

2. After signing up, check your inbox for a verification email from Digits and confirm your email address.
3. During the signup process, you will be prompted to choose a data migration source. Click on the option that reads QuickBooks.
   • Other available options for migration include:
     • Pilot
     • Xero
     • Puzzle
     • Fondo
     • Excel
     • Other
   • Note: For all migrations not connected with QuickBooks, please follow the steps outlined in our help doc, Understanding & Managing the Transaction Tab for steps on how to import transactions. 
4. Select either QuickBooks Online or I use QuickBooks Desktop based on your current setup.
5. Enter your QuickBooks login credentials to allow Digits to access your financial data.
6. You will need to assign an admin role for QuickBooks. This allows Digits to view and update your financial data.
7. Click on Assign Admin
8. Decide when Digits should take over from QuickBooks as your primary financial platform.
   We recommend selecting a day following a confidently booked date in QuickBooks.
9. Click Next
10. Follow the remaining instructions to finalize your Digits account setup.

If you encounter any issues or have further questions, please don't hesitate to contact our support team for assistance. We're here to ensure your transition to Digits is smooth and successful. 

Welcome aboard!