QuickBooks to Tabby Migration Guide for New user

Tabby supports a full migration from QuickBooks Online (QBO), bringing up to three years of your financial history directly into Tabby — down to the transaction level. You'll have your chart of accounts, journal entries, and AI categorization rules ready to go from day one.

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

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 “start Migration”

Image : Upload file

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 Upload & Continue

Image : Migration Process 

1. Wait 1–10 minutes (depends on how much data you have).
2. Large files with up to 3 years of data and 22,000+ transactions typically take 7 to 10 minutes.
3. 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:

Verify Profit & Loss

Open your Profit & Loss in Tabby and compare it to the P&L file you downloaded from QuickBooks confirm the Net Profit matches.

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

Image : Verify Your P&L With QBO Report 

Verify Balance Sheet:

Open your Balance Sheet in Tabby and compare it to the QuickBooks file — confirm Total Assets, Total Liabilities, and Total Equity match Compare these numbers:

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

Image : Verify Your Balance Sheet With QBO Report

What Tabby Imports ?

Transactions & Entries

•     Every journal entry and transaction from your selected date range

•     Up to 3 years of detailed transaction-level history.

Chart of Accounts

•     All accounts from your QuickBooks chart of accounts

•     Account numbers are preserved exactly as they were in QuickBooks

•     Custom accounts you created are included

AI Learning Rules

•     All categorization rules and patterns from QuickBooks

•     Tabby's AI learns from your QuickBooks history and follows the same rules automatically

•     You don't need to retrain Tabby it picks up where QuickBooks left off

•     If anything needs adjusting, simply recategorize a transaction and Tabby will learn

What Tabby Does Not Import (Coming Soon)

The following are not included in the current migration but will be supported in a future update:

•     Accounts Receivable (open invoices)

•     Accounts Payable (open bills)

•     Vendor records

All transaction history is still fully imported. AR/AP and vendor records are on the roadmap and coming soon.

After migration, all bank and credit card accounts from QuickBooks will appear in Tabby with their full transaction history. The next step is to connect those same accounts through Plaid so new transactions sync automatically going forward.

The Merge System

When you connect a bank account through Plaid, Tabby will give you the option to merge it with an existing manually migrated account. This keeps everything under one account — clean and organized.

Here's how the merge works:

•     Your migrated account and the new Plaid connection combine into one

•     New transactions sync automatically from Plaid with no duplicates

•     Older transactions before the merge date stay in place from your migration

•     If you need historical data before the migration cutoff, you can always upload a bank statement manually

Image : Merging Bank Account

You're All Set

Once your files are imported and your bank accounts are connected and merged, your Tabby setup is complete. You'll have:

•     Up to 3 years of transaction history

•     Your full chart of accounts with account numbers

•     A pre-trained AI that follows your existing QuickBooks rules

•     Live bank sync going forward through Plaid

•     Balance Sheet, P&L, and all reports ready to view

No additional training needed. Tabby is ready to work.

Updated on: 04/04/2026