Leave QuickBooks without leaving your books behind
LedgerHelm's built-in importer connects to your QuickBooks Online account and brings over your customers, vendors, open invoices and bills, transaction history, and account balances — automatically, in minutes. Then AI takes over the busywork QuickBooks made you do by hand.
Your history comes with you
Authorize QuickBooks Online once and the importer pulls your customers, vendors, open invoices and bills, and transaction history from the start date you choose — matched and deduplicated, so re-running is always safe. Your opening balances land in a real double-entry ledger, and a trial balance lets you verify the books tie out against QuickBooks before you say goodbye.
Everything QuickBooks does — with less clicking
Invoicing with professional PDFs and no-login customer links, bills and vendor 1099s, bank feeds and statement imports, guided reconciliation, inventory with FIFO costing, projects and job costing, fixed assets and depreciation, loans with amortization schedules, multi-currency, period locking, and a full report pack including comparative statements and AR/AP aging detail.
Plus the part QuickBooks never did
AI categorizes every transaction with a confidence score and learns your rules, a nightly sweep flags duplicates and anomalies before they distort your financials, and a structured monthly close moves each period to done. You review exceptions instead of everything.
Not ready to move the books? Sync instead
If you'd rather keep QuickBooks as your system of record, connect it in sync mode: LedgerHelm reads your transactions, categorizes with AI, and writes confirmed categories back. You can migrate fully later — or never. No lock-in either way.
Frequently asked questions
- What exactly does the QuickBooks import bring over?
- Customers, vendors, open invoices and bills, transaction history from your chosen start date, and account balances. The import runs in the background, shows live progress, and is safe to re-run — records are matched, never duplicated.
- How long does switching from QuickBooks take?
- The import itself typically takes minutes. Most businesses verify the trial balance against QuickBooks the same day and are fully switched within one sitting.
- Will my books still balance after the import?
- Yes. Imported data lands in a true double-entry ledger with a continuous tie-out check, and you can compare LedgerHelm's trial balance against QuickBooks as of the same date before you cancel anything.
- Do I have to import, or can I keep using QuickBooks?
- Your choice. Connect QuickBooks in sync mode and keep it as the system of record, or import your history and run everything natively in LedgerHelm. You can start with sync and migrate later.
- What happens to my data if I ever leave LedgerHelm?
- You can export everything — transactions, documents, reports, and your books — anytime from Settings. No lock-in.