Choose how to start or move a company

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, then use Settings > Import & Export > QuickBooks Import to check and import them. The self-service QuickBooks workflow is intended for an empty company.

If the destination already has journal activity, stop rather than trying to replace it. Create an empty destination or use Assisted Import when the firm needs help bringing over existing history.

See Import QuickBooks financials, Preview a QuickBooks import, and Move a company from QuickBooks in the right order.

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, Opening balances, and Connect bank feeds.

Build History From Bank And Card Exports

Choose Start fresh, connect each bank and card, and request up to two years of history. When a bank sends less than you need, use Upload CSV on the account's menu in Bank Feeds to add older activity from the bank's downloads. The uploaded rows are coded and posted like feed transactions.

See Upload older bank history from a CSV and Build historical books from bank exports.

Import Unfamiliar Files With Tally

For unfamiliar CSV, Excel, or text bookkeeping reports, attach the originals to Tally and identify the destination and cutoff. Tally can normalize, preview, import, and verify the supported records. See Import bookkeeping files with Tally. Do not overlap existing history.

The Settings importer permits one completed QuickBooks import per company; its customer and open-invoice imports also refuse another completed import. Plan those needs before running the package.

Send An Assisted Import Package

Choose Assisted Import when staff should handle the package or when the source files need a guided review. The form supports QuickBooks Online files and bank or card exports, with a cutoff date, accounting basis, contact email, and notes.

See Send an import to Assisted Import.

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.