Migrate from QuickBooks to Ledger Flow

You don't export QuickBooks files to move to Ledger Flow. You connect the same bank and card accounts QuickBooks was already reconciling, and the Autonomous General Ledger rebuilds the books from real activity.

What comes across from QuickBooks

  • Chart of accounts — a GAAP-standard COA is seeded automatically, then extended from the accounts your activity actually uses
  • Historical transactions — up to 24 months of bank and card history through Plaid, categorized on arrival
  • Open balances — bank, card, and loan balances are verified against the live account, and open invoices and bills are entered so AR and AP start correct
  • Vendors and customers — imported by CSV or Excel from a QuickBooks list export when you want the names and terms carried over

How the migration runs

  • Start the 30-day free trial and pick your plan
  • Connect the bank and card accounts QuickBooks was reconciling — read-only, through Plaid
  • Ledger Flow categorizes the history and posts balanced journal entries
  • Enter open invoices, bills, and any pre-connection opening balances
  • Pull a QuickBooks P&L and balance sheet and compare them side by side
  • Cancel the QuickBooks subscription once the reports agree — keep it read-only for reference

QuickBooks compared with Ledger Flow

  • Categorization: QuickBooks rules you maintain by hand, versus AI categorization that learns your vendors and shows why it chose a category
  • Reconciliation: a monthly reconcile session, versus continuous reconciliation as transactions land
  • Per-user pricing: QuickBooks charges by seat; Ledger Flow has no per-user fees
  • Audit trail: Ledger Flow writes every change to an immutable audit log with row-level isolation per entity

Frequently Asked Questions

Do I need to export anything out of QuickBooks?

No export file is required to get your books running. Ledger Flow rebuilds the ledger from the bank and card accounts QuickBooks was already reconciling, pulling up to 24 months of history through Plaid. If you want your vendor and customer lists carried over, you can export those lists from QuickBooks and import them as CSV or Excel.

What happens to my QuickBooks chart of accounts?

Ledger Flow seeds a GAAP-standard chart of accounts when your workspace is created, then extends it based on the accounts your activity actually uses. You can rename, deactivate, or add accounts at any time, so you can mirror your QuickBooks structure where it matters instead of importing account numbers you no longer use.

How far back does the imported history go?

Up to 24 months of bank and card transaction history, depending on what your financial institution makes available through Plaid. Everything imported is categorized and posted as balanced double-entry journal entries.

How do open invoices, bills, and balances come across?

Bank, card, and loan balances are verified against the live account when you connect it. Open customer invoices and unpaid vendor bills are entered in Ledger Flow so accounts receivable and accounts payable start from the same position as your QuickBooks aging reports.

Can I run QuickBooks and Ledger Flow at the same time?

Yes, and we recommend it for the first period. Bank connections are read-only, so nothing you do in Ledger Flow changes your QuickBooks file. Compare a QuickBooks Profit and Loss and Balance Sheet against the same reports in Ledger Flow, and cancel QuickBooks once they agree.

Will my accountant be able to work in Ledger Flow?

Yes. You can share access with your accountant, and every posted entry links back to the transaction, rule, or user action that created it, with an immutable audit log behind it. Reports export to CSV and PDF for anyone who prefers to work outside the app.

What does it cost to move?

There is no migration fee. Plans start at $20/month with a 30-day free trial — credit card required, $0 due today, then $20/month unless canceled. There are no per-user fees.

Start your 30-day free trial — credit card required, $0 due today, then $20/month unless canceled.