🧳 Migrating from QuickBooks
If you are moving to equosBooks from QuickBooks Online, there is a small companion tool that helps bring your history across in one go. This page will guide you through what it does and how to run it.
The migration companion
The migration tool is a separate desktop app that sits beside equosBooks. It is a one-time utility, not part of day-to-day bookkeeping — you run it once when you switch over, and then never think about it again. It works by opening your equosBooks database directly and writing your imported records into it, so before you run it you need to have opened equosBooks at least once on this machine to create the database.
Running it once
The tool walks through a few short steps:
- Pick the equosBooks business you want to import into, and point it at your exported QuickBooks Online data.
- Review the dry-run preview, which shows what will be brought across before anything is written.
- Run the import, which commits the records into your equosBooks file.
Because it imports inside a single transaction, a failed import rolls back cleanly rather than leaving your books half-changed.
The migration tool is early-stage. Treat the import as a starting point, not a finished set of books — once it has run, open equosBooks and check your figures. In particular, verify your account balances and opening positions against QuickBooks before you rely on them, and fix anything that did not come across the way you expected.
Once you have checked the numbers and you are happy, close the tool. The migration is a one-time job, so you are done — from here on you work entirely in equosBooks.