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Switch to BooksGPT
Move over from QuickBooks or Wave. Connect directly or drop in a few report files.
How to import your data from Wave or QuickBooks
What moving your books means, the date BooksGPT takes over, and the guide for your old software.
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Import your books from a file
Drop your General Ledger on Import, check the preview or answer BooksGPT's questions, and import.
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Upload a bank statement
Drop a PDF, photo, or spreadsheet. BooksGPT reads it and checks the statement's own balances.
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Import a CSV from any bank or app
The columns we need, the date and amount formats we read, and a real answer for why your import failed.
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Redo or undo an import
Re-import a General Ledger to replace it, delete transactions with a ten-second undo, and clear a suspense balance.
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Import from QuickBooks Desktop
Bring opening balances from an As of General Ledger, or import full history with Dates set to All. Drop one workbook on Copilot or Import.
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Import from QuickBooks Online
Connect QuickBooks Online from Integrations or Import, or upload a General Ledger export when a file fits better.
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Import your books from Xero
Switching from Xero: export General Ledger Detail on Accrual, import it, and check your Balance Sheet against Xero's.
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Import from Wave
Export Wave accounting.csv or Account Transactions, use Wave multi-file migration or the Import drop zone, and bring books in year by year.
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Import from Quicken
Export one QIF from Quicken for Windows, choose where each account and category goes, and approve the rows in To review.
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