How to Migrate from QuickBooks to ReInvestWealth in Under 5 Minutes

Switching to ReInvestWealth’s AI-powered accounting software is quick and easy. If you're currently using QuickBooks Online (QBO), you can migrate your historical data in just 4 simple steps:

Migrating from QuickBooks to ReInvestWealth AI Accounting Software

Step 1: Access the General Ledger Report

Log in to your QuickBooks Online account.

Navigate to the Reports section, scroll down to For my accountant, and select General Ledger.

Step 2: Customize the Report

Click the Customize button in the top-right corner of the report.

Step 3: Adjust the Report Settings

Update the report filters as follows:

• Date Range:

  • Start date: The first day of your business

  • End date: Today’s date

• Accounting Method: Set to Cash

• Rows/Columns: Make sure to include these fields:

  • Credit,

  • Debit,

  • Account,

  • Currency,

  • Tax Amount,

  • Net Amount,

  • Foreign Debit,

  • Foreign Credit.

• Click Run Report to apply the changes.

Step 4: Export and Send

Click Export to Excel, then email the file to our team.

We’ll take care of the rest and set up your ReInvestWealth account with your past transactions.

Visual Guide: Migrating from QuickBooks to ReInvestWealths

Step 1: Access the General Ledger Report

Step 2: Customize the Report

Step 3: Adjust the Report Settings

Step 4: Export and Send