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Or don't do it yourself — we'll move your books and prove they match

That evening of checking balances, we said, is the part that matters. So we'll do it for you. Upload your QuickBooks exports, switch on temporary access, and our migration team brings your accounts, customers, vendors and history across inside your own installation — then reconciles the result against your QuickBooks figures.

What you get back isn't “your import finished.” It's a tie-out report: every account, your A/R and A/P totals, your bank balances, each one showing what QuickBooks said next to what BizBooks says. If a line doesn't match, it's either fixed or explained in writing on that line. You don't have to trust us — that's the entire point of handing you the numbers side by side.

How much history? You choose a cutover date — any recent fiscal year end. We bring your balances across as of that date, then every transaction after it in full detail. Want more history? Pick an earlier year end and everything since then comes across. Your QuickBooks file remains your archive for anything before it. If you want every transaction since you started, say so and we'll go through what's involved before we start rather than promising you a number.

What we won't tell you. How many days it takes. We book migrations into slots and we'd rather say “Thursday” and mean it than quote you an average. What we will commit to is the report at the end — if the numbers don't tie out, it isn't finished.

Why it's free. Because the migration is the only reason most people stay on QuickBooks, and we'd rather remove that reason than charge for it. It's included whether you're on a trial or already a subscriber, and it doesn't use up one of your advisor connections.

Paid QuickBooks through a renewal date? Tell us the date and we'll run your trial to it, up to six months, so the migration and the comparison never overlap a second bill.

Only need the history? If you're stopping QuickBooks Desktop but aren't ready to keep books anywhere new, the free Desktop History Archive keeps every year readable and exportable on your PC, with no expiry.

Accountants and bookkeepers: this works for every client you bring, too. We migrate each one free, you get the tie-out report, and your own practice licence can be free. How it works for accountants →

Moving to QuickBooks Online is also a migration — and it leaves things behind

The reason most people stay on QuickBooks is the belief that going online keeps their history and leaving loses it. Intuit's own documentation says otherwise. Its Desktop-to-Online conversion cannot carry any of the following:

There is also a deadline: 60 days from the moment the QuickBooks Online account is created — not from when you start the migration — and files above 750,000 transaction lines can convert with discrepancies, inventory in particular.

We are not claiming to rescue budgets and memorised entries either — those get rebuilt on any platform. The point is narrower and it matters: whatever you do next is a migration. Desktop 2023 lost support on May 31, 2026. Desktop 2024 no longer has an end date, but it costs $1,351 a year to renew from October 2026, up 35% in a year. If you decide to leave, the question is where to land and how much history comes with you.