Choose how to move your QuickBooks data

5 min · Beginner

Before you import anything, decide where the data comes from and how much of it you need. This lesson shows where the migration screen is, what each route brings across, and how to pick a cutover date.

In this lesson you will

  • Find Company → Migrate from QuickBooks
  • Pick the route that matches your QuickBooks
  • Choose between lists and open balances, and full history
  • Pick a good cutover date

Before you start

  • AcboBooks installed, with a new company file for the business you are moving
The Migrate from QuickBooks screen with its QuickBooks Desktop and QuickBooks Online tabs

Open the migration screen

Step 1: Company → Migrate from QuickBooks

Open the Company menu at the top of the window (or the Company group in the sidebar) and choose Migrate from QuickBooks. Users with read-only access don't see it.

  1. Migrate from QuickBooks in the Company menu
The Company menu open with Migrate from QuickBooks at the bottom

Step 2: Pick your QuickBooks

The screen has two tabs. QuickBooks Desktop reads your company from QuickBooks running on the same PC, or from an IIF list export. QuickBooks Online reads the Excel reports and lists you export from QuickBooks Online.

  1. QuickBooks Desktop
  2. QuickBooks Online
The QuickBooks Desktop and QuickBooks Online tabs
Tip: Only need your customer, vendor or service lists? Lists → Import Data reads a CSV file. See Import lists from a CSV file.

Decide how much to bring

Step 3: Lists and open balances, or full history

Lists and open balances is the fastest: accounts, customers, vendors and items, the invoices and bills still open, and every account balance as of your cutover date. Full history also brings each transaction from a start date, so registers and reports show your past activity in AcboBooks.

Tip: Full history is best into a new, empty company file, starting at the beginning of a fiscal year. Keep QuickBooks, or a backup of it, for anything older.

Step 4: Choose a cutover date

The cutover date is the day your AcboBooks books begin: balances are brought in as of that date and you enter everything after it in AcboBooks. The end of a month, quarter or year is easiest, because you can check the balances against a bank statement and a QuickBooks trial balance for the same day.

Recap

  • Open Company → Migrate from QuickBooks
  • Use the Desktop tab for QuickBooks Desktop and the Online tab for QuickBooks Online
  • Choose lists and open balances, or full history
  • Pick a month-end, quarter-end or year-end cutover date
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Questions

Can AcboBooks open my .QBW file directly?

No. A QuickBooks company file is encrypted. AcboBooks reads it through QuickBooks itself while the file is open, or from files QuickBooks exports.

Should I import into my existing AcboBooks file?

Use a new company file for the business you are moving. Importing into a file that already has transactions mixes two sets of balances.

Screenshots from AcboBooks 0.2.2 with the built-in sample company. Updated October 25, 2026. Your screens may differ slightly with another version or window size.

Get started

Learn it on your own books.

Everything in these lessons works in the free 15-day trial. Start with the sample company, then create yours.

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