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 and maintain bi-directional synchronization. Our integration uses enterprise-grade security and maintains data integrity throughout the process.
Connect your QuickBooks account
Embed our QuickBooks connection component in your React application.
Select the data you want to migrate
Data Sources
- Chart of Accounts
- Historical Transactions
- Customer and Vendor Information
- Products and Services
- Custom Fields and Categories
The initial sync may take several minutes depending on the volume of historical data.
Map your accounts
Open Ledger automatically maps standard QuickBooks accounts to Open Ledger accounts: assets, liabilities, equity, revenue, and expenses.
You can customize these mappings through our UI or API:
Validate your data
Validation Process
Before finalizing the migration, our system performs several checks:
- Ensures opening balances match
- Validates transaction totals
- Checks for missing entries
- Verifies account relationships
- Validates tax codes
- Checks for duplicate entries
- Confirms bank reconciliations
- Verifies cleared transactions
- Checks uncleared items
Configure your sync preferences
Sync Status
Sync Options
- Real-time updates
- Scheduled syncs
- Manual synchronization
- Selective sync by account
Conflict Resolution
When conflicts occur between QuickBooks and Open Ledger:
- Newest transaction wins
- Source system priority
- Custom rules
- Side-by-side comparison
- Difference highlighting
- Audit trail tracking
Best Practices
Before Migration:
Reconcile Accounts
- Ensure all bank accounts are reconciled
- Verify outstanding transactions
- Check for uncleared items
Clean Up Data
- Remove duplicate entries
- Resolve outstanding issues
- Archive old data if needed
Backup Data
- Create QuickBooks backup
- Export reports for verification
- Document custom settings
After Migration:
Verify Data
- Check account balances
- Verify transaction history
- Confirm customer/vendor information
Test Transactions
- Post test transactions
- Verify sync behavior
- Check reporting accuracy
Monitor Sync
- Review sync logs
- Check for errors
- Verify data consistency
Troubleshooting
Authentication Errors
- Verify OAuth credentials
- Check token expiration
- Confirm permissions
Sync Failures
- Check network connectivity
- Verify account mappings
- Review error logs
Data Discrepancies
- Compare balance sheets
- Check transaction details
- Verify account classifications
Support
Need help with your QuickBooks migration? Please contact our support team.