1. Plan the cutover
Pick a cutover date, usually a month end. Keep an untouched export of your QuickBooks data and save the trial balance, bank balances, receivables and payables reports at that date; they are what you will check HelloBooks against.
Moving Off QuickBooks Free: Migration Guide | HelloBooks A step-by-step guide to moving from QuickBooks’ free tier to HelloBooks Free: plan the cutover, bring your data across, reconcile. $0, no credit card.
Switch from QuickBooks free, move off QuickBooks, QuickBooks to HelloBooks migration, United States.
Switch · QuickBooks
Moving off QuickBooks Free: a migration guide
QuickBooks’ free tier allows 2 invoices a month. If that cap is what is pushing you to move, HelloBooks Free has unlimited invoices at $0/mo. Here is how to move without losing history.
Free Plan with unlimited invoices, bills & quotes — no credit card.
2. Bring your data across
In HelloBooks, the QuickBooks source uses a QuickBooks Online connection and is offered to US entities. It is not a connector for a QuickBooks Desktop company file. If you prefer files, export your lists and transactions to CSV and use the HelloBooks template / other CSV path.
Open Migration from the app launcher, keep the right entity selected, and choose the source shown for your account. Preview what will be imported before you confirm, then reconcile opening balances against the old system’s trial balance at the cutover date.
3. Connect your bank and carry on
Connect your main business account as your live bank feed, reconcile to the cutover balance, and send your next invoice from HelloBooks.
- Unlimited invoices, bills and quotes
- Unlimited email payment reminders
- 1 live bank feed through Plaid, plus 2 manual bank or card accounts
- 2 users
- Free AI credits to get started (upgrade for more)
- AP/AR aging, P&L, balance sheet and cash flow reports
- iOS and Android app
Limits to know
Free includes 1 live bank feed, 2 users and free AI credits to get started. Data export, recurring invoices and multi-currency are on paid plans, and invoices sent from Free carry a small “Powered by HelloBooks” badge. Starter is $14.99/mo; Pro is $39.99/mo.
How teams use HelloBooks
What HelloBooks does for businesses like yours
“AI categorizes every transaction automatically and learns from your corrections, so a small team keeps clean books without spending evenings on manual data entry.”
“For a practice managing dozens of client books, automated reconciliation turns a full day of matching into a background task — review the AI matches, approve, and move on.”
“Snap a receipt on your phone and the AI reads, categorizes, and files it — bookkeeping stays current even for people who would rather not think about numbers.”
Illustrative scenarios describing what the product does for each business type — not attributed customer reviews.
How it works
Move from QuickBooks Free to HelloBooks
Plan the cutover, import, reconcile.
Step 1
Plan the cutover
Pick a cutover date and save the trial balance, bank balances, receivables and payables reports.
Step 2
Import
Use the QuickBooks Online source or the HelloBooks template / other CSV path in Migration, and preview before confirming.
Step 3
Reconcile
Connect your bank feed and reconcile to the cutover balances.
FAQ
Frequently asked questions
- Can I import from QuickBooks Desktop?
- There is no QuickBooks Desktop connector. Export to CSV and use the HelloBooks template / other CSV path.
- What should I check after importing?
- Compare the trial balance, bank balances, receivables and payables with the reports you saved from QuickBooks at the cutover date.
- Is there an invoice cap on HelloBooks Free?
- No. Invoices, bills and quotes are unlimited.
- Is it really free, and do I need a credit card?
- Yes, it is a permanent $0 plan, not a trial. Sign up with an email; no card is collected and there is no end date.
- What happens when the free AI credits run out?
- Free includes free AI credits to get started. When they run out you can upgrade for more AI credits or keep categorizing by hand; paid plans can also top up with a credit pack. Invoices, bills, reports and your bank feed keep working either way.
Sources
- QuickBooks pricing — checked September 2026
QuickBooks are trademarks of their respective owners. HelloBooks is not affiliated with or endorsed by them.
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