QuickBooks to Tabby

Migration Guide

Migration is only available for:

  ✅  Brand new Tabby accounts

  ✅  Accounts with no transactions yet

  ✅  Accounts with no bank connections

Already using Tabby? Migration for existing users is coming soon.

Contact support@usetabby.com to be notified when it's available.

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What You’ll Need

• Active QuickBooks account with your data
• Up to 3 years of historical data (you choose how much)
• 15–20 minutes to complete the process

Access Reports

1. Log into your QuickBooks account
2. Go to Reports → Standard Reports

Export These 4 Reports

You need to export exactly 4 reports from QuickBooks:

From the top section:

• Balance Sheet
• Profit & Loss (P&L)

From the bottom (under “For Your Accountant”):

• Journal
• General Ledger

For Each Report:

1. Select the same time period for all 4 reports.
2. You can migrate up to 3 years of data. Example: If it’s 2026, you can migrate 2023, 2024, and 2025
3. Choose your accounting method (Cash or Accrual)
4. Click Export to Excel (top right)
5. Save the file to your computer

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Organize Your Files

Save all 4 Excel files in one folder:

• Balance Sheet.xlsx
• Profit & Loss.xlsx
• Journal.xlsx
• General Ledger.xlsx

Start Migration

During Onboarding:

• You'll see a migration screen automatically
• Click “Continue Migration”

After Onboarding (if you skipped it):

• Go to Settings → Migration

Upload Your Files

1. Select QuickBooks as your source
2. You’ll see 4 upload areas (one for each file)
3. Drag and drop each Excel file into the correct spot:

• Balance Sheet → Balance Sheet area
• Profit & Loss → P&L area
• Journal → Journal area
• General Ledger → General Ledger area

4. Click Continue
5. Wait 1–10 minutes (depends on how much data you have)
6. You’ll see “Migration Complete” when done

It's important to verify your data migrated correctly.

Verify Profit & Loss

1. In Tabby, go to Reports → Profit & Loss Report
2. Select the same time period you migrated (e.g., “Last Year”)
3. Open the Profit & Loss Excel file you downloaded from QuickBooks
4. Compare these numbers:

• Gross Income (must match)
• Net Profit (must match)
• Spot-check a few expense categories

Verify Balance Sheet

1. In Tabby, go to Reports → Balance Sheet
2. Select the same time period you migrated
3. Open the Balance Sheet Excel file from QuickBooks
4. Compare these numbers:

• Total Assets (must match)
• Total Liabilities (must match)
• Total Equity (must match)

✅  If all these numbers match, your migration was successful!

Note about Sub-Categories:

Tabby currently shows all categories at the main level. Sub-categories are coming soon and will automatically update when available.

When you connect your bank accounts in Tabby, you need to set the correct start date to avoid duplicates.

Here’s how:

1. Go to Bank Connections in Tabby
2. Connect your bank via Plaid
3. Set the transaction start date to AFTER your migration end date

Example:

• You migrated data through December 31, 2025
• Set bank connection to start January 1, 2026

Why this matters:

You’re All Set!

Your QuickBooks data is now in Tabby. You can:

• View all your historical transactions
• Generate reports for previous years
• Review past income and expenses
• Start adding new transactions from your bank
• Continue all bookkeeping in Tabby going forward

Migration Limits:

• Maximum 3 years of historical data
• All 4 reports must have the same date range
• Excel files only (.xlsx format)

What Gets Migrated:

• All income and expense transactions
• All assets, liabilities, and equity accounts
• Chart of accounts structure
• Opening balances
• Historical journal entries

What’s Coming Soon:

• Sub-category support (will auto-update when released)
• Migration for existing Tabby users with data
• Customer/vendor details
• Invoice history

Troubleshooting

Numbers don’t match?

• Verify all 4 files had the exact same date range
• Check you used the same accounting method (Cash vs. Accrual) in both systems
• Try re-exporting and uploading again
• Contact support@usetabby.com

Migration taking too long?

• Don’t close your browser
• If over 15 minutes, refresh and check if data appeared in Reports
• Contact support if still stuck

Don’t see Migration option?

• Your account already has transactions or bank connections
• Migration for existing users is coming soon
• Contact support@usetabby.com for assistance

Already using Tabby?

• Migration for existing users is in development
• Contact support@usetabby.com to join the waitlist
• We’ll notify you when it’s available

Need Help?

**Email: **support@usetabby.com

**Book a Call: **https://cal.com/ahad-ali-obxsxb/feedback

We’re here to make your migration smooth and successful!

Updated on: 26/02/2026