QuickBooks to Tabby Migration Guide for Existing user

How This Works for Existing Users

If you already have an active Tabby account with connected bank accounts or existing transactions, direct migration into your current account is not yet supported. We are actively building this — but in the meantime, here is the current workaround.

You will create a new free subscription under the same email address as your existing Tabby account, migrate your QuickBooks data there, and then have your paid subscription transferred over. Because it is the same email, switching between accounts is seamless and your bank connections carry over automatically.

What You’ll Need :

Before starting the migration, download the following four reports from QuickBooks. Each file must cover the same date range.

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

Log into Tabby and create a new subscription using the exact same email address as your existing account. Select the Free plan — there is no charge for this step.

** Image: Add new Organization **

When prompted for a business name, name this subscription something recognizable like:

•     "[Your Business Name] – Migration"

•     "[Your Business Name] – QBO Import"

When prompted during onboarding of the new subscription, select the option to migrate from QuickBooks. Upload all four Excel files.

   Image : Upload file

Tabby will import:

•     All journal entries and transactions for your selected date range

•     Your full chart of accounts including account numbers

•     All categorization rules — Tabby's AI will follow your QuickBooks rules automatically

What is not imported yet: open invoices, bills, and vendor records. These are coming soon. All transaction history is fully included.

Once your files are uploaded, Tabby processes everything automatically. Based on our testing:

 Image : Migration Process 

•   Most migrations complete in 30 seconds to 5 minutes
•   Large files with up to 3 years of data and 22,000+ transactions typically take 7 to 10 minutes

You’ll see “Migration Complete” when done.

After your migration is complete, the Mark Your Bank Accounts page allows you to verify that all bank accounts, bank types, and business account types were uploaded correctly into your chart of accounts. This step ensures that no required accounts were missed during the import process. If any accounts are missing, you can manually add them directly on this page to finalize your setup.

 Image : Verify Your Bank Accounts.

The easiest way to verify your migration is accurate:

•     Open your Profit & Loss in Tabby and compare it to the P&L file you downloaded from QuickBooks — confirm the Net Profit matches. Also spot-check a few expense categories

Image : Verify Your P&L With QBO Report 

•     Open your Balance Sheet in Tabby and compare it to the QuickBooks file — confirm Total Assets, Total Liabilities, and Total Equity match.

Image : Verify Your Balance Sheet With QBO Report

After you have reviewed your imported data to confirm the Net Profit and Balance sheet match , you must contact our support team to move your subscription. This allows you to combine your migrated historical transactions of any bank with your live Plaid connection—a process also known as merging.

Why Merging is Important:

• Your migrated bank account and the new Plaid connection combine into one.
• Merging ensures you have up to three years of history with no duplicate transactions.
• New transactions sync automatically from Plaid with no duplicates.
• Older transactions before the merge date stay in place from your migration.

Sample Email to Support:

"To: support@usetabby.com

Subject: Subscription Transfer Request - [Your login id/email]

Hi Tabby Support,

I have completed my migration and reviewed my data. Please transfer my subscription:

From: [Insert your previous Business/Organization Name]

To: [Insert Login Email/ID]

I need this transfer to finalize merging my bank accounts and syncing my live transactions.

Thank you "

Because you are using the same email as your existing account, your bank connections are already available. You do not need to go through the full Plaid connection process again. Simply add the bank accounts to this new subscription and Tabby will automatically detect the last date of your migrated data. New transactions will sync from Plaid starting the day after that date — no duplicates, no gaps.

  Image : Merging Bank Account

Transactions coming in from Plaid will be auto-categorized using the AI rules built from your QuickBooks history. Most will categorize correctly. Some may need a quick review — especially any new vendors or transaction types not previously seen in QuickBooks.

Once the merging is confirmed, please email Tabby support so we can deactivate and delete your old organization account. You will then use the new migrated account under your same plan going forward. Once you have deleted your previous account, you should update the name of your current account. Since you gave the new account a temporary name—such as your business name plus 'migration' or 'import'—you should now go to Settings and change it. Simply delete the extra identifying labels you added so that only your professional business name remains.

1. Download 4 QuickBooks files (Balance Sheet, P&L, General Ledger, Journal).
2. Create a new Free subscription using your existing Tabby email.
3. Migrate QuickBooks data during the new account onboarding.
4. Verify Bank Accounts on the "Mark Your Bank Accounts" page.
5. Review Migration by comparing P&L and Balance Sheet totals.
6. Contact Support to transfer your paid subscription to the new account.
7. Connect Bank Accounts to trigger the merge and live Plaid sync.
8. Deactivate Old Account via support once the setup is finalized.

Questions? Contact us at support@usetabby.com.

Coming Soon :

We are actively working on direct in-account migration for existing users, so you will not need this workaround in the future. Once available, you will be able to migrate QuickBooks data directly into your existing Tabby account — even if you already have connected banks and transactions.

Updated on: 04/04/2026