Migrate from QuickBooks Desktop

On the same Windows PC as AcboBooks, start QuickBooks Desktop and open the company file. Close any QuickBooks window or message that is waiting for an answer: AcboBooks can't connect while a dialog is on screen.

In AcboBooks, open Company → Migrate from QuickBooks and stay on QuickBooks Desktop. The three steps across the top are the whole process.

Pick Lists and open balances or Full history from a date, set the cutover date (for full history it is labelled History through (end date)), and click Pull from QuickBooks (live). AcboBooks only reads; nothing in QuickBooks changes.

The first time, QuickBooks asks whether to let AcboBooks Migrator read the company file. Allow it. If QuickBooks is running as administrator, AcboBooks shows Retry as administrator: click it, accept the Windows permission prompt, then the QuickBooks prompt.

In QuickBooks Desktop choose File → Utilities → Export → Lists to IIF Files, copy the file to this PC, and click Load qbXML or IIF file(s)…. An IIF file brings your lists (accounts with their opening balances, customers, vendors, items) but not open invoices, bills or history.

When the pull finishes, a preview appears below. Check the company name, the open A/R and A/P totals against QuickBooks' aging reports, and look through the lists. Changing the cutover date or the mode updates the preview.

The summary counts what was created and runs a Data check: whether the books balance at the cutover date, and the open A/R and A/P totals to compare with QuickBooks. Open the notes link for anything the import adjusted or skipped. For a full-history import the summary also lists each transaction type with how many were in QuickBooks and how many came in, and compares every account with QuickBooks' trial balance.