LedgerHQMove Or Start Books
9 articles
Choose how to start or move a companyPick one supported path for QuickBooks history, a clean start date, older bank history, or a done-for-you QuickBooks import.Send an import to Assisted ImportHave LedgerHQ staff handle a QuickBooks import package from the company Import & Export page.Import bookkeeping files with TallyAsk Tally to inspect and import bookkeeping files, or use the standard QuickBooks importer in Settings.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 or Desktop financial history with a Chart of Accounts CSV and a Journal report 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 QuickBooks Import or a connected bank feed with CSV upload when a company needs prior accounting history.Build historical books from bank exportsConnect the bank, request its history, and upload older activity from a CSV in Bank Feeds to catch up a company's books. All collections