LedgerHQMove Or Start Books
9 articles
Choose how to start or move a companyPick one supported path for QuickBooks history, a clean start date, bank and card exports, or a done-for-you import package.Send an import to Assisted ImportHave LedgerHQ staff handle a QuickBooks or bank and card import package from the company Import & Export page.QuickBooks import with TallyThe former Tally-guided QuickBooks import now points to the supported Import & Export workflow.Move a company from QuickBooks in the right orderUse one cutoff, one final QuickBooks export, and one clear start for live LedgerHQ posting.Import QuickBooks financialsBring over QuickBooks Online financial history with a Chart of Accounts CSV and a Journal CSV from the company Import & Export page.Check a QuickBooks import before importingReview QuickBooks CSV validation totals, dates, account matches, and balance checks before anything posts.Verify a company after importCheck the imported chart, journal history, reports, registers, and reconciliation setup after an import.Choose a company import workflowUse the supported QuickBooks or bank-export path when a company needs prior accounting history.Build historical books from bank exportsUse the company CSV Import workflow in Settings to turn bank and card exports into checked historical books. All collections