Move to HelloBooks without losing a thing
Bring your ledger over from QuickBooks, Xero, Tally, Zoho Books or Wave. Per-source importers and generic CSV carry every transaction, contact, item and opening balance across — and a dry-run preview lets you check the result before anything is committed.
Choose your current tool
QuickBooks
→Online & Desktop — company-file importer, AI cleanup, two-way sync during cutover.
Xero
→Full CSV / XLSX import — chart of accounts, contacts, invoices, bills and trial balance.
Tally
→Prime & ERP 9 bridge — masters and balances brought across, voucher numbering kept.
Zoho Books
→CSV / XLSX import — contacts, items, transactions and opening balances mapped automatically.
Wave
→Single general-ledger file or per-entity CSVs — everything in, nothing left behind.
On a different tool (FreshBooks, Sage, an in-house ERP)? Generic CSV import with HelloBooks templates covers any source.
What comes across
- Chart of accounts — auto-mapped, with a proposal you can review
- Customers & vendors, with balances
- Invoices, bills, payments & journal entries
- Inventory items and fixed assets
- Opening balances as a single balanced journal
How it works
- 1
Upload or connect
Export from your current tool (or connect the Tally bridge) and drop the files into the migration wizard. Any source is also covered by generic CSV with downloadable HelloBooks templates.
- 2
Preview before you commit
A full dry-run validates every row, flags errors and source-vs-HelloBooks parity warnings, and proposes column and account mappings — nothing is written to your books yet.
- 3
Commit — or roll back
Commit when the preview looks right. Save-and-resume drafts, conflict policies and one-click rollback of a committed migration mean there is no point of no return.
See it in action
How to Migrate from QuickBooks to HelloBooks — Complete Guide
Step-by-step walkthrough of moving your books from QuickBooks into HelloBooks.
Sync QuickBooks with HelloBooks
How the QuickBooks connection pulls your existing data into HelloBooks.
Hellobooks Conversion Balance | Set Opening Balances & Start Accounting Smoothly
Start your accounting setup correctly with Hellobooks Conversion Balance.
AI-Powered Chart of Accounts Import in 30 Seconds | HelloBooks
Still manually rebuilding your Chart of Accounts every time you switch accounting software?