Data Integration

Quickbooks Migration

Seamlessly migrate and sync your Quickbooks data with Open Ledger.

Open Ledger provides a powerful Quickbooks integration that allows you to seamlessly migrate your existing Quickbooks data Our integration uses enterprise-grade security and maintains data integrity throughout the process.

1

Connect your Quickbooks account

Request
$POST /v1/integrations/connect
>Content-Type: application/json
>Authorization: Bearer {access_token}
>
>{
>   "entityId": "your-entity-id",
>   "provider": "Quickbooks",
>   "authorization": {
>     "accessToken": "your-access-token",
>     "refreshToken": "your-refresh-token",
>     "expiresAt": "2023-12-31T23:59:59Z"
>   }
>}
2

Validate your data

Before finalizing the migration, our system performs several checks:

Balance Verification
  • Ensures opening balances match
  • Validates transaction totals
  • Checks for missing entries

Data Integrity
  • Verifies account relationships
  • Validates tax codes
  • Checks for duplicate entries

Reconciliation Status
  • Confirms bank reconciliations
  • Verifies cleared transactions
  • Checks uncleared items
3

Monitor sync status

You can check the status of your Quickbooks integration at any time:

$GET /v1/integrations/status?entityId=your-entity-id
>Authorization: Bearer {access_token}
4

Disconnect if needed

If you need to disconnect the Quickbooks integration:

$POST /v1/integrations/disconnect
>Content-Type: application/json
>Authorization: Bearer {access_token}
>
>{
>   "entityId": "your-entity-id",
>   "integrationId": "int_12345"
>}

Best Practices

Before Migration:

  • Ensure all bank accounts are reconciled
  • Verify outstanding transactions
  • Check for uncleared items
  • Remove duplicate entries
  • Resolve outstanding issues
  • Archive old data if needed
  • Create Quickbooks backup
  • Export reports for verification
  • Document custom settings

After Migration:

  • Check account balances
  • Verify transaction history
  • Confirm customer/vendor information
  • Post test transactions
  • Verify sync behavior
  • Check reporting accuracy
  • Review sync logs
  • Check for errors
  • Verify data consistency

Troubleshooting

  • Verify OAuth credentials
  • Check token expiration
  • Confirm permissions
  • Check network connectivity
  • Verify account mappings
  • Review error logs
  • Compare balance sheets
  • Check transaction details
  • Verify account classifications

Support

Need help with your Quickbooks migration? Please contact our support team.