How to import your data from Wave or QuickBooks

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Moving to BooksGPT does not mean starting from scratch. You can bring your full history across from Wave or QuickBooks in about 15 minutes. You export a few reports as CSV files from your old software, drop them into BooksGPT, and we rebuild your chart of accounts, your opening balances, every past transaction, and any unpaid invoices or bills. You do not need a paid AI plan to do the migration.

What you will need

Your login for Wave or QuickBooks, so you can download the reports.
At least one of these two reports, exported as a CSV file: Trial Balance, or General Ledger (in Wave this report is called "Account Transactions").
Optional, only if they apply to you: Aged Receivables (unpaid invoices your customers still owe you) and Aged Payables (unpaid bills you still owe vendors).
A few minutes. The files process in the background, so you can keep working.

You only need one of Trial Balance or General Ledger, because either one contains your full list of accounts. The Trial Balance gives the cleanest opening balances. The General Ledger also brings over every individual past transaction. If you have both, upload both and we use the best of each.

Step 1: Open the import page in BooksGPT

After you sign in, look at the bottom of your Dashboard for the tile that says "Onboard from Wave or QuickBooks", and click it. You can also reach the same page from the left sidebar under "Onboard from Wave / QuickBooks". This opens a page with four upload cards, one for each

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