How to import your data from Wave or QuickBooks

Export a few reports from Wave or QuickBooks, drop them in, and we rebuild your chart of accounts, opening balances, history, and open invoices or bills. There is no Xero importer.

What you will need

• Your login for Wave or QuickBooks.
• A General Ledger (in Wave: Account Transactions) or a Trial Balance. Upload both if you have them.
• Optional: Aged Receivables and Aged Payables, only if you have unpaid invoices or bills.

Open the import page

1. Open All pages in the left sidebar, then under Setup click Import a file.
2. The page title is Onboard from Wave or QuickBooks.

Export the reports

From Wave, click Open Wave in a new tab, then export CSV from Reports:

• Account Transactions (this is the General Ledger)
• Trial Balance
• Aged Receivables or Aged Payables, if you need them

From QuickBooks Online, open the same reports (General Ledger, Trial Balance, A/R Aging Summary, A/P Aging Summary) and export as CSV or Excel.

Do not upload a QuickBooks company file (.QBW, .QBB, .QBM). A .QBO file is a bank download and goes in as a bank statement instead.

On QuickBooks Online you can skip files and connect directly. See "Integrations: connect QuickBooks Online". On Desktop, see "The import wizard: drop a file and check it reconciles".

Drop the files in

1. Drag your General Ledger onto the main card, or click Drop a file here, or click to browse.
2. CSV, XLSX, and XLS are accepted, up to 200 MB.
3. The banner turns green and says Ready to migrate once a General Ledger or Trial Balance is in.
4. For the other reports, open Advanced: upload specific reports.

Files process in the background. When a card finishes it turns green and shows what came across: your own accounts, opening balances, history, and open invoices or bills.

Open a Trial Balance in BooksGPT to confirm everything balances.

If something looks wrong

• Export the named report as CSV or Excel, not PDF.
• A wild number is usually a typo in the original data. Fix it there, re-export, and upload again.
• Re-uploading a QuickBooks ledger replaces the earlier import. If the dates overlap a live bank feed, BooksGPT refuses it. Export a ledger that ends before the bank feed begins.

Updated on: 17/08/2026