Switch from QuickBooks

Moving your books from QuickBooks

Titus Ledger is being built to take in a QuickBooks Online export and show, with a tie-out report, that your balances match to the cent. This is the plan for how switching will work. It isn't available yet: private beta from December 2026 for waitlist members.

Join the waitlist How the tie-out works

Step 1

Export from QuickBooks

QuickBooks Online has its own Export Data tool, which downloads your lists and reports as Excel files. That export is what Titus Ledger will read: no connection to your QuickBooks account, and no password shared with us.

Keep the export somewhere safe: it is your record of everything before the switch.

On QuickBooks Desktop?

QuickBooks Desktop can export your lists and reports too. The importer is being built around QuickBooks Online's Export Data files first, so tell us you're on Desktop when you join the waitlist and we'll let you know what it will accept.

Step 2

Import and tie out to the cent

Titus Ledger will read the export in your browser, show you what it found, and bring in what you need to carry on from your conversion date. Our server will check every row again before anything is saved.

What comes across

Your chart of accounts
Customers, vendors and items
An opening trial balance at your conversion date
Open invoices and unpaid bills
Outstanding checks and deposits in transit, so your first reconciliation starts from the right place

What stays behind

Not part of the conversion at launch.

Detailed transactions from before your conversion date. They stay in QuickBooks and in your export, so keep both.
Attachments, recurring templates, custom reports and payroll history.

A tie-out report, to the cent

After the import, a tie-out report will compare your new books with the figures from QuickBooks: the balance of every account at the conversion date, and the totals of your open invoices and unpaid bills.

It will have to match to the cent. If anything is off, the report will show which account and by how much, so it can be fixed before you rely on your new books, not discovered at year end.

Step 3

Reconcile your first month

Record your first month in Titus Ledger and reconcile it to your bank statements. When the balances agree, your books have moved. Keep your QuickBooks subscription until then, so you can check a figure against it if you need to.

We recommend converting at January 1, 2027

A new year is the cleanest point to switch: your opening balances are your year-end balances, and every transaction of the new year lives in one place.

For beta members

Private beta from December 2026. Keep recording December in QuickBooks as usual, then convert at January 1, 2027 and tie your opening balances out to QuickBooks' December close.

Questions about your own books? Get in touch. QuickBooks is a registered trademark of Intuit Inc.

Planning a switch?

Join the waitlist and tell us what you use today. Private beta from December 2026, with books converting at January 1, 2027.

Join the waitlist Call 631-977-7400