Switch from Wave or QuickBooks

Moving to BooksGPT does not mean starting over. Bring your books across in about 15 minutes, either by connecting QuickBooks directly or by dropping in a few report files.

On QuickBooks Online? Connect it directly:

1. In the sidebar, open Workspace, then under Setup click Integrations.
2. Click Connect QuickBooks and sign in to Intuit.
3. Pick how far back to import and click Import my books.

That brings over your chart of accounts, customers, vendors, invoices, bills, and every transaction. BooksGPT then checks the result against QuickBooks' own trial balance, so you know the books tie.

Importing from files instead:

1. In the sidebar, open Workspace, then under Setup click Import a file. New workspaces also show this as a dashboard tile.
2. In Wave or QuickBooks, export your General Ledger as CSV (in Wave the report is called "Account Transactions"). QuickBooks exports can be CSV or Excel.
3. Drag the file onto its slot. The banner turns green and says "Ready to migrate".
4. Files process in the background. When finished, you get a summary of the accounts, transactions, invoices, and bills that came across.

If you have unpaid invoices or bills, also export Aged Receivables and Aged Payables and add them under the Advanced section, along with a Trial Balance if you have one.

Good to know:

• Use report exports, not the QuickBooks company file (.qbw or .qbo).
• On QuickBooks Desktop? See "Move from QuickBooks Desktop to BooksGPT".
• For the full step by step, see "How to import your data from Wave or QuickBooks".

Updated on: 29/07/2026