Migrating from QuickBooks Online to Turtini Accounting

Moving your books off QuickBooks Online (QBO) into Turtini Accounting takes 20-30 minutes for a small business and an evening for a more complex one. Turtini accepts QBO exports directly — no manual reformatting required.

What we import:
• Chart of Accounts (full account tree, including sub-accounts and account types)
• Vendors and customers (mapped to Turtini Contacts)
• Open AR invoices and AP bills
• Historical journal entries (back as far as you choose)
• Trial balance opening journal (so totals match QBO on the cutover date)
• Items / products (mapped to Turtini Products)
• Recurring transactions

What we don't import (and what to do):
• Attached receipts and source PDFs — re-attach via Email-to-Bill after migration.
• Employee payroll history — Workforce module imports W-9s separately; pay stub history stays in your old payroll provider.
• Bank account credentials — connect Plaid afresh from Turtini → Accounting.
• Custom fields on transactions — surface as a notes-style memo on the imported record.

Step by step:
1. In QuickBooks Online, go to Settings (gear icon) → Export Data.
2. Pick "Reports → all" and "Lists → all". QBO emails you a downloadable .zip when ready (usually 5-15 minutes).
3. In Turtini, go to /setup/migrate → find QuickBooks → click "Connect & import".
4. Upload the .zip you got from QBO.
5. Pick a cutover date — the date you want Turtini to be your books from. We'll create an opening trial-balance journal so totals match QBO at that date.
6. Pick how much history to import — "Last 12 months", "Last 3 years", or "Everything". More history = longer import time but a more useful audit trail in Turtini.
7. Click "Run import". The dialog goes to /setup/migrate/imports where you can watch progress.

Watching progress:
The Imports inbox shows each step in order — Chart of Accounts (X accounts), Vendors (X), Customers (X), Items (X), Bills (X), Invoices (X), Journal Entries (X). Each step takes 30 seconds to a few minutes; total runtime is usually 5-20 minutes depending on history depth. You can leave the page — you'll get an in-app notification when it's done.

After the import:
• Trial Balance — Accounting → Reports → Trial Balance. Compare the cutover-date balance to your QBO trial balance. They should match to the penny.
• Outstanding AR / AP — Accounting → AR Invoices and Accounting → Bills. Open items should equal your QBO AR Aging and AP Aging at the cutover date.
• Connect a bank feed — Accounting → Bank Feeds → Plaid. Once connected, new transactions land in Turtini and get auto-categorized via the Wally close drafter.
• Stop QBO billing — your QBO subscription will keep charging until you cancel; visit QBO's account settings to do that. Set a cancellation reminder in /welcome if you want a nudge before the next bill.

Common issues:
• "Trial balance off by a small amount" — usually a rounding difference from imported journal entries. Accounting → Reports → Trial Balance → "Drilldown" on the affected account; adjust the opening journal as needed.
• "Some vendors duplicated" — if you had vendors in both QBO and a separate Contacts source already in Turtini, they're merged on email. Resolve from Contacts → Duplicates.
• "Missing 1099 history" — re-import via Workforce → 1099s → Import → upload the QBO 1099 report.

If you have an accountant:
Ask them to dual-run the books in both QBO and Turtini for one month before fully cutting over. Both systems support read-only invitee access so they can verify side-by-side. Cancel QBO once they've signed off.