Switch from Wave or QuickBooks

Moving to BooksGPT does not mean starting over. Export a few reports from your old software as CSV files, drop them in, and BooksGPT rebuilds your books in about 15 minutes. You do not need a paid AI plan to migrate.

1. From your dashboard, click the Onboard from Wave or QuickBooks tile. You can also reach it from the sidebar More menu under "Onboard from Wave / QuickBooks". This opens a page with four upload slots.
2. In Wave or QuickBooks, export these reports as CSV: Trial Balance, General Ledger (called "Account Transactions" in Wave), and optionally Aged Receivables and Aged Payables if you have unpaid invoices or bills.
3. Drag each CSV onto its slot, or skip the ones you do not have. The banner turns green and says "Ready to migrate" once you add a Trial Balance or a General Ledger.
4. Files process in the background. When finished, you get a summary of the accounts, transactions, invoices, and bills that came across.

Good to know:

• Files must be CSV. BooksGPT does not read a QuickBooks company file (.qbo), so always use the CSV report exports.
• For the full step by step, see "How to import your data from Wave or QuickBooks".

Updated on: 20/06/2026