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Articles on:Switch to BooksGPT
Move over from QuickBooks or Wave. Connect directly or drop in a few report files.

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  • Getting started
  • Copilot
  • Switch to BooksGPT
  • Banking and transactions
  • Invoicing and bills
  • Accounting
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  • Reports
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  • Personal
  • 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.Popular
  • Import your books from a file
    Drop your General Ledger on Import, check the preview or answer BooksGPT's questions, and import.Popular
  • Upload a bank statement
    Drop a PDF, photo, or spreadsheet. BooksGPT reads it and checks the statement's own balances.Some readers
  • 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.Some readers
  • 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.Some readers
  • 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.Some readers
  • Import from QuickBooks Online
    Connect QuickBooks Online from Integrations or Import, or upload a General Ledger export when a file fits better.Few readers
  • Import your books from Xero
    Switching from Xero: export General Ledger Detail on Accrual, import it, and check your Balance Sheet against Xero's.Few readers
  • 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.Few readers
  • Import from Quicken
    Export one QIF from Quicken for Windows, choose where each account and category goes, and approve the rows in To review.Few readers

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