Migrate from QuickBooks
Move from QuickBooks to PeakSpitz, safely.
Moving off QuickBooks should feel like restoring from a backup, not a leap of faith. Your ERP / business suite data is read into a PeakSpitz environment of your own, checked against your real numbers, and run in parallel — while QuickBooks keeps running, untouched, the whole time. Here is exactly how, step by step.
QuickBooks is the world’s most widely used small-business accounting package, and for bookkeeping it has earned that position. Migrations to PeakSpitz are usually not about accounting quality — they happen when a business runs its actual operations (orders, stock, production, bookings) in spreadsheets and add-ons around QuickBooks and wants one system instead of five. That makes this a smaller migration than an ERP exit: bring the ledger and the master data; operations start clean.
The safe way to leave QuickBooks
Work down the list at your own pace. Nothing here is irreversible, and your current system stays live throughout.
- 1
Before you touch anything — get a backup you own
Get a copy of your data out of QuickBooks that you control — a file held on your side, not just a setting inside the system. Confirm in your contract that you have the right to export, and note any renewal, notice or lock-in dates so the timing stays on your terms.
- 2
Export your data
Pull customers, products, open orders, history, invoices and ledgers out of QuickBooks in the most complete format it offers — CSV, spreadsheet, or an account/API export. Take the history too, not just open items: past records, documents and contacts are worth keeping.
- 3
Send us a sample
Before you commit, send us a representative slice — a handful of customers, a few recent orders or bookings, part of your catalogue. We map it into PeakSpitz and show you the restored result, so you see exactly how your ERP / business suite data lands before you move the rest.
- 4
See what maps to what
We line QuickBooks up against PeakSpitz: customers, products, open orders, history, invoices and ledgers become customers, catalogue, orders, documents and ledgers in one joined-up system. Anything without an obvious home is flagged early, not discovered late.
- 5
Bring it in — a read-only restore
Your data is read into a fresh, isolated PeakSpitz environment of your own. Nothing inside QuickBooks is touched, changed or switched off — it keeps running exactly as it is.
- 6
Verify against your numbers
Before you trust it, reconcile the totals — balances, counts, tax and revenue — against what QuickBooks shows today. The numbers have to match before anything goes live.
- 7
Run both in parallel
Keep QuickBooks live and run PeakSpitz alongside it for as long as you like. Compare like for like, move one area across first, and build trust before you depend on it. No big-bang cutover, and no deadline from us.
- 8
Cross over and decommission — on your terms
Switch over only when PeakSpitz has earned it. Keep your QuickBooks export archived as a safety net, and close the old subscription when you are ready — not a moment before.
What maps where: QuickBooks → PeakSpitz
QuickBooks
Customers and Vendors
PeakSpitz
Customers and Suppliers
QuickBooks
Products & Services list
PeakSpitz
Products with stock tracking
This is usually where PeakSpitz adds the most: real per-warehouse stock behind the same catalogue.
QuickBooks
Chart of Accounts
PeakSpitz
Accounts
Bring the trial balance and open items at cutover.
QuickBooks
Open invoices and bills (A/R and A/P)
PeakSpitz
Open items imported at cutover
QuickBooks
Closed invoice and sales history
PeakSpitz
Opening balances + read-only archive
Keep QuickBooks accessible for the audit trail; do not migrate years of closed documents.
What to watch when leaving QuickBooks
- ⚠
QuickBooks Online and Desktop export very differently — plan per edition rather than assuming one recipe.
- ⚠
If true stock levels have lived in a spreadsheet next to QuickBooks, cutover is the moment for a physical count. Import counted stock, not inherited numbers.
- ⚠
Payroll does not migrate. Keep it where it is or plan it as a separate workstream.
- ⚠
Filed VAT history stays in QuickBooks for audit — keep read-only access rather than trying to move filings.
Common questions about leaving QuickBooks
Does our accountant lose their workflow?
No. PeakSpitz has real accounting and VAT built in, and your accountant gets the exports and reports they need. Many teams keep the accountant’s review cadence unchanged through the switch.
Can we run QuickBooks and PeakSpitz in parallel?
Yes, and you should: that is step five of the checklist below. Operations move first; the ledger crosses over at a period boundary so the books are never split mid-period.
We only use QuickBooks plus spreadsheets. Is that harder to migrate?
It is the most common starting point we see. The spreadsheets usually hold the operational truth (stock, orders, jobs), so they become import sources alongside the QuickBooks export — and retiring them is most of the payoff.
As much help as you want
Do it yourself, or have us map your fields, run the import and reconcile the result with you. Support is a ladder — you start where you are comfortable and step up only where an area needs it.
See the full safe-migration approach →Why people leave QuickBooks
PeakSpitz runs the whole business on one AI platform — not a single corner with the rest bolted on — with Spitz AI and unlimited users included. See the difference side by side.
Compare PeakSpitz vs QuickBooks →Bring your QuickBooks data in safely. Cross over when you are ready.
Send us a sample of your data and we will show you the restored result — no commitment, no risk to your live system.