Question

Migration from QBO to QB Ledger

Forum|Forum|8 months ago
November 1, 2025
2 replies
134 views

I've done a Google search and only found limited info and most is on moving from Desktop to Online or Desktop to Ledger. Can someone provide a link to a video tutorial or the steps to move a client from ONLINE QBO to the new product Ledger? I already know the limitations of Ledger. We have many clients that have very basic books that would work best with this new product and do not need the extra features they are currently paying for. Most of our clients are setup on their own USER account and not through our Accountant Account. We have a few that are signed up through our Accountants Account so if there is a different way to transfer those, please advise on that as well.

Thanks

QuickBooks Online

R

RhoiceW

QuickBooks Team

Hi there, DjTrex. Thank you for reaching out. I’d be happy to provide clarification and guidance to assist you with the migration from QuickBooks Online (QBO) to QuickBooks Ledger.

Currently, QuickBooks doesn’t offer a direct feature to transfer data from QBO to QuickBooks Ledger. However, since your client’s books are basic and suitable for QuickBooks Ledger, here’s what you can do:

First, let your client export all his reports and lists from the QBO company file.

Here's how:

Go to the Gear icon, select Export data.
Select the list you want to export.
Once the selection is complete, click Export to Excel and save the files locally.

Once the data has been exported successfully, your client can cancel their QBO subscription if they are ready to transition to QuickBooks Ledger. Then, guide your client to sign up for QuickBooks Ledger and start setting up their account.

After the QuickBooks Ledger account is set up, your client can manually import the exported data, such as the Chart of Accounts, Customer List, and Vendor List.

Here's how:

Go to the Gear icon and select Import Data.
Select the file type you want to import (e.g., Customers, Vendors, or Chart of Accounts).
Follow the on-screen instructions to upload the files and map the data.

Ensure that the exported files are in the correct format before importing them to avoid any errors during the process.

Please let us know if you still have concerns related to QuickBooks. We're always here to help you.

S

STS24

Will only the lists exported transfer our will past transactions and JE be accessible? Let say they move from Ledger under accountant to Simple Start and them move to new accountant. Can the new account export everything from Simple Start into Ledger under their firm and still have access to all past data i.e. bank transactions, JE's , financials, chart of accounts, vendor list, etc.?

Tori B

QuickBooks Team

Thanks for following along, @STS24.

How are you doing today? I hope all is well.

With QuickBooks Ledger, you'll need to manually add journal entries or upload them with the help of third-party apps. With bank transactions, you can choose to either upload transactions manually or set up automatic bank fees.

For more information about making the change to Ledger, check out: In The Know: Launch of QuickBooks Ledger.

If you have any additional questions or concerns, please don't hesitate to let me know. Take care!

SIAB

Level 2

@DjTrex

If you are the one who manages your clients' bookkeeping, why not consider QB Desktop? You can manage unlimited company files with QB Desktop.

D

DjTrexAuthor

Thanks for that option SIAB. We do have some clients on Desktop but it is not compatible with the KEEPER software we use. We are moving all Desktop to Ledger now since it is compatible.

Sign up

Login with SSO

Let's get you signed in

Login with SSO