QuickBooks to AdaptBooks
Your complete guide to migrating from QuickBooks POS, Desktop, or Online. Your data, your history, imported in minutes.
How It Works
Export Your Data
From QuickBooks POS, go to File > Utilities > Export and save your data as CSV. From QuickBooks Desktop, use File > Utilities > Export > Lists to IIF and File > Export > Accountant Copy. From QuickBooks Online, use Reports to export your Chart of Accounts, Customer List, Vendor List, Product/Service List, and transaction history as CSV files.
Upload to AdaptBooks
Log into AdaptBooks and navigate to Settings > Migration. Drag and drop your export files — we accept CSV, IIF, and QBW backup formats. Our parser automatically detects the file format and extracts your data.
Map Your Accounts
Our visual account mapper shows your QuickBooks chart of accounts on the left and the AdaptBooks chart on the right. We auto-match most accounts by name and type. Review the mappings, adjust any that need it, and confirm. Products, customers, and vendors are mapped automatically.
Review & Go Live
Preview your imported data — check balances, verify customer records, spot-check product prices. When you're satisfied, confirm the import. Your complete history is now in AdaptBooks. Start using the system immediately — ring up sales, run reports, reconcile accounts.