Moving from QuickBooks (Online or Desktop) to SoftLedger? You have three ways to bring your data over. This page explains each option so you can pick the one that fits your timeline, budget, and how much historical detail you want to preserve.
Choose your path
Option | Best for | What it brings over | Cost |
Automated import | Getting all your data into SoftLedger quickly, on your own | Lists (accounts, customers, vendors, items) + all historical transactions, loaded as journal entries | Free, built in |
Full-service migration (MMC Convert) | A hands-off, verified conversion that preserves native transaction types | Lists + transactions recreated as their real types (bills, invoices, payments, etc.) | Contact us for pricing |
Manual journal conversion | Full control, or importing from a specific point in time | Historical journals you export and format yourself | Free, do-it-yourself |
Option 1 — Automated import (free)
This is the fastest way to get your QuickBooks Online data into SoftLedger yourself. You connect your QuickBooks Online account, and SoftLedger imports your data automatically.
What it does:
Signs you in to QuickBooks Online and pulls your list data — chart of accounts, customers, vendors, items, and more — into SoftLedger.
Retrieves all of your historical transactions and generates a journal file that loads into SoftLedger.
Good to know: This option brings your activity in as journal entries, which is the quickest way to capture a complete, accurate picture of your books. It does not recreate transactions as their original QuickBooks types (bills, invoices, payments). If preserving those native transaction types matters to you, use Option 2.
To get started with the automated import, contact your SoftLedger team at support@softledger.com.
Option 2 — Full-service migration with MMC Convert
For a hands-off, fully managed conversion from QuickBooks Online or QuickBooks Desktop, SoftLedger partners with MMC Convert, a migration specialist with over a decade of experience moving businesses between accounting platforms.
What you get:
Your lists and full transaction history brought into SoftLedger.
Transactions recreated as their proper types — bills, invoices, payments, and more — not just journal entries, so your records mirror how they looked in QuickBooks.
A clean, verified transition handled by the MMC Convert team.
This is the best choice if you want the most complete, true-to-source conversion with minimal effort on your side. To arrange a full-service migration, contact your SoftLedger team at support@softledger.com.
Option 3 — Manual journal conversion (do-it-yourself)
If you prefer to handle the conversion yourself — or want to start from a specific point in time using beginning balances — you can export your QuickBooks journals and format them for SoftLedger's bulk upload.
This approach gives you the most control and lets you combine beginning balances with historical journals from a chosen date forward.
That article includes a step-by-step process and a sample conversion file. You may also want to review:
Which option should I choose?
Want a hands-off, verified migration that preserves bills, invoices, and payments as their original types? Use MMC Convert (Option 2).
Want everything in fast, at no cost, and you're comfortable with journal-level history? Use the automated import (Option 1).
Want full control, or need to start from beginning balances at a point in time? Use the manual journal conversion (Option 3).
You can also combine approaches — for example, entering beginning balances from the start of a period and importing activity from that point forward.
Still not sure? Your SoftLedger team is happy to help you pick the right path. Reach out at support@softledger.com.