Choose how to start or move a company

Choose one starting path and one cutoff date before the first LedgerHQ posting.

Move Existing QuickBooks Books

Choose Import from QuickBooks when LedgerHQ needs the prior general ledger. Export the final QuickBooks Chart of Accounts and Journal CSV files, preview both files, approve any replacement only after checking the date range, then verify accounts, journal history, reports, registers, and Bank Recs.

Use Move a company from QuickBooks in the right order and Import QuickBooks financials.

Start On A Clean Date

Choose Start fresh when prior detail will stay in the former system and LedgerHQ begins on an agreed cutoff date. Enter opening balances, connect each bank or card, and begin posting only after the cutoff. A Plaid connection brings bank activity; it does not replace opening balances or historical books.

See Create your first company and Connect bank feeds.

Build History From Bank And Card Exports

On a LedgerHQ + Tally firm, choose Build from bank CSVs when Tally will build catch-up books from complete transaction exports. Provide every bank and card account for the covered period, confirm account types and balances, review low-confidence vendors, and validate the finished financial statements.

See Import bank activity from a CSV and Catch up prior-period books with Tally.

Do not overlap imported history, opening-balance dates, CSV activity, or the first live bank-feed postings. If the cutoff or accounting effect is unclear, stop before importing or posting and create a support ticket from the question-mark Help button's Tickets tab.