Migrate from QuickBooks to Puzzle
Yes. Puzzle imports your QuickBooks history. Connect QuickBooks Online read-only, and Puzzle's team maps your chart of accounts and brings your history in as monthly summary journal entries, so your P&L and balance sheet match month by month. Migration is $149 one-time per system migrated. Simple migrations usually take about 3–5 business days.
10,000+ companies trust Puzzle.
Can I import my QuickBooks history into Puzzle?
Yes, as far back as you need. Here's exactly what comes over.
Puzzle is built for US businesses that keep their books in US dollars.
How do I migrate from QuickBooks Online to Puzzle?
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Purchase the migration add-on.
Add a migration to your Puzzle subscription ($149 one-time per system migrated). The $149 migration fee is waived when you add catch-up bookkeeping or Full Service. A self-guided migration option is also available.
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Connect QuickBooks Online.
Connect your QuickBooks Online account on Puzzle's Integrations page. Puzzle gets read-only access and changes nothing in QuickBooks.
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The Puzzle team prepares your mapping.
Puzzle prepares a chart of accounts mapping from your old system to Puzzle's chart of accounts. You or your accountant review it.
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Approve the mapping, and your history comes in.
After you approve the mapping, your historical books are imported as monthly summary journal entries, so your P&L and balance sheet match month by month.
How long does a QuickBooks migration take, and what does it cost?
Simple migrations usually take about 3–5 business days. Most conversions take around 5–7 business days, and longer if the data is complex.
The $149 migration fee is waived when you add catch-up bookkeeping or Full Service. Migration needs an active Puzzle subscription. High-volume migrations take longer. Software plans start from $30/mo (Starter, billed monthly) or $25/mo billed annually. See pricing.
Should you clean up QuickBooks before migrating?
It depends on how far back the problems go:
Less than six months behind
Clean up inside QuickBooks first, then migrate.
Years of unreconciled accounts
Set a clean go-live date. After you approve the chart of accounts mapping, your history comes over as monthly summary journal entries, so your P&L and balance sheet match month by month. Keep QuickBooks as a read-only archive.
Need help catching up? Puzzle catch-up bookkeeping starts at $300 per month of books. See accounting services.
Can I cancel QuickBooks after migrating?
Yes, it's optional. Puzzle keeps your historical QuickBooks reports (Trial Balance, P&L and Balance Sheet) under QuickBooks Historical Financials, so they stay available if you cancel. Changes you make in QuickBooks after the migration don't flow into Puzzle, but Puzzle can adjust balances and mappings on request.
Our migration guide recommends keeping QuickBooks read-only for 60 to 90 days after go-live. See the help article.
Signs your startup has outgrown QuickBooks.
You track burn and runway in a spreadsheet outside your books.
You need cash and accrual views at the same time.
Revenue recognition is a manual monthly project.
Stripe, Ramp, Brex or Mercury data needs workarounds to land cleanly.
Your investors want numbers before your month-end close is done.
You want to ask Claude or ChatGPT about your books directly.
Puzzle vs QuickBooks at a glance
More detail in Puzzle vs QuickBooks Online, Puzzle vs QuickBooks and best QuickBooks alternatives for startups.
Trivium thought leaving QuickBooks would be the hard part. It wasn't.
"I would say it's more difficult to migrate payroll providers, which is pretty easy, than to migrate to Puzzle."
Read the Trivium migration story and the Trivium customer story.
QuickBooks migration: FAQ
Yes. Puzzle brings your QuickBooks history in asmonthly summary journal entries that match QuickBooks month by month. Theending balances in Puzzle match your QuickBooks Online totals for each month.Individual transactions, invoices, bills and vendor details are not migrated,only the summarized history. You can go back as far as you need, includingmultiple years. Connect QuickBooks Online read-only, or send reports fromQuickBooks Desktop.
Individual transactions, invoices (AR), bills(AP) and vendor information are not migrated. A QuickBooks export also doesn'tcarry categorization rules, attachments, memos or payroll history, so keepQuickBooks read-only as an archive.
Simple migrations usually take about 3–5business days. Most conversions take around 5–7 business days, and longer ifthe data is complex.
Puzzle migration is $149 one-time per systemmigrated, and it needs an active Puzzle subscription. The $149 migration fee iswaived when you add catch-up bookkeeping or Full Service. A self-guidedmigration option is also available.
Yes. Puzzle uses the same method for QuickBooksDesktop, Xero and other systems. Send your Chart of Accounts, Balance Sheet,Profit & Loss and General Ledger in Excel, CSV or PDF, from inceptionthrough your last closed month.
As far back as you need. Puzzle can importmultiple years and checks that your ending balances in Puzzle match yourQuickBooks totals.
If your books are less than six months behind,clean up in QuickBooks first, then migrate. If years of accounts areunreconciled, set a clean go-live date. After you approve the chart of accountsmapping, your history comes over as monthly summary journal entries, so yourP&L and balance sheet match month by month. Keep QuickBooks as a read-onlyarchive. Catch-up bookkeeping starts at $300 per month of books.
Yes, it's optional. Puzzle keeps your historicalQuickBooks Trial Balance, P&L and Balance Sheet under QuickBooks HistoricalFinancials. Changes made in QuickBooks afterwards don't flow into Puzzle. Werecommend keeping QuickBooks read-only for 60 to 90 days after go-live.
They're welcome to be. Your accountant canreview and approve the proposed account mapping before Puzzle imports yourhistory.
Common signs you've outgrown it: burn and runwaylive in spreadsheets, you need cash and accrual views at once, revenuerecognition is manual, and fintech data needs workarounds. Puzzle covers thesein one ledger and can import your QuickBooks history.
Ready to make the switch?
