Migrate from QuickBooks to Automo

What moves across

• A trial balance CSV you export from QuickBooks: account names, codes, and debit and credit balances
• The account list the preview shows before you create an account
• After sign-up, a QuickBooks connection can sync chart of accounts, contacts, invoices, bills and bank accounts
• Opening balances posted from that CSV in Finance

What does not

• A QuickBooks login on this page. You connect your account after sign-up
• Payroll, inventory, classes and QuickBooks-only reports
• Any file that is not a trial balance CSV

Export from QuickBooks

1. In QuickBooks open Reports, then Trial Balance, then export as CSV
2. Drop that CSV on this page. It is read on your device. Nothing is uploaded yet
3. Create a free Automo account. The file opens in Finance as an opening balances import
4. To sync the live company, connect your QuickBooks account after sign-up

Questions about moving from QuickBooks

Do I connect QuickBooks on this page?

No. Drop a trial balance CSV here. Connect your QuickBooks account after sign-up to sync the live company.

What does the connector sync?

Chart of accounts, contacts, invoices, bills and bank accounts. Payroll and inventory stay in QuickBooks.

Is the CSV uploaded?

Not before you create an account. Accounts and balances are read in your browser.

Where does the file land after sign-up?

In Finance as an opening balances import. If Finance is not one of the apps on your workspace, you will be asked to turn it on.

• Accounting migration guide
• Why teams switch